CIK: 0002062680
申报总市值
US$491.9亿
仅显示前 200 大持股（共 637 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 55.55% | +10.83% | +4.43% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.62% | +1.49% | -1.01% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.03% | +0.78% | +25.91% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.94% | +0.77% | +12.46% | |
| 5 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 2.20% | — | +45996.19% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.89% | +0.37% | +9.89% | |
| 7 | APP | Applovin Corp-class A | 股票-科技 | 1.84% | -0.08% | +11773.69% | |
| 8 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.84% | — | +895.86% | |
| 9 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.84% | — | +3909.05% | |
| 10 | MOH | Molina Healthcare INC | 股票-医疗保健 | 0.79% | — | +5677.22% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | +0.14% | +12.72% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | — | +52.33% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.64% | — | +1835.75% | |
| 14 | MO | Altria Group INC | 股票-非周期性消费 | 0.58% | — | +324.43% | |
| 15 | KKR | Kkr & Co INC | 股票-金融 | 0.37% | — | +440.70% | |
| 16 | BIIB | Biogen INC | 股票-医疗保健 | 0.35% | — | +961.43% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.27% | +0.05% | +11.51% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.25% | +0.05% | -40.26% | |
| 19 | EOG | Eog Resources INC | 股票-能源 | 0.24% | — | +83.55% | |
| 20 | WMB | Williams Cos INC | 股票-能源 | 0.24% | — | +80.37% | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | — | +160.59% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.21% | — | — | |
| 23 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.21% | — | +10163.11% | |
| 24 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.20% | — | +5042.57% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 0.20% | — | +56.91% | |
| 26 | WDAY | Workday Inc-class A | 股票-科技 | 0.19% | — | +1792.40% | |
| 27 | KIM | Kimco Realty CORP | 股票-房地产 | 0.18% | — | +358.68% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.18% | -0.25% | EXIT | |
| 29 | HUBB | Hubbell INC | 股票-工业 | 0.17% | — | +2294.21% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.17% | — | +29.19% | |
| 31 | NET | Cloudflare INC - Class A | 股票-科技 | 0.16% | — | +7560.50% | |
| 32 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.15% | +0.03% | +28.26% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.15% | — | +3003.89% | |
| 34 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.15% | — | +10766.92% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.15% | +0.03% | +7.77% | |
| 36 | VMC | Vulcan Materials Co | 股票-原材料 | 0.13% | — | +786.06% | |
| 37 | GIS | General Mills INC | 股票-非周期性消费 | 0.13% | — | +148.88% | |
| 38 | MTSI | Macom Technology Solutions H | 股票-科技 | 0.13% | — | +1118.54% | |
| 39 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.13% | — | +917.58% | |
| 40 | MPWR | Monolithic Power Systems INC | 股票-科技 | 0.13% | — | +2391.15% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.12% | +0.03% | +26.08% | |
| 42 | LKQ | Lkq CORP | 股票-周期性消费 | 0.11% | — | +929.60% | |
| 43 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.11% | — | +1927.25% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.11% | -0.04% | -79.34% | |
| 45 | PFG | Principal Financial Group | 股票-金融 | 0.11% | — | +1032.08% | |
| 46 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.11% | — | +600.58% | |
| 47 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.11% | — | +8562.13% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.11% | — | +38.38% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.11% | — | +1804.06% | |
| 50 | PLD | Prologis INC | 股票-房地产 | 0.11% | — | +116.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive INC | +2.1% | +45996.19% | 加仓 |
| 2 | APP | Applovin Corp-class A | +1.8% | +11773.69% | 加仓 |
| 3 | MNST | Monster Beverage CORP | +1.8% | +895.86% | 加仓 |
| 4 | BF-B | Brown-forman Corp-class B | +0.8% | +3909.05% | 加仓 |
| 5 | MOH | Molina Healthcare INC | +0.8% | +5677.22% | 加仓 |
| 6 | TRV | Travelers Cos Inc/the | +0.6% | +1835.75% | 加仓 |
| 7 | MO | Altria Group INC | +0.5% | +324.43% | 加仓 |
| 8 | BIIB | Biogen INC | +0.3% | +961.43% | 加仓 |
| 9 | KKR | Kkr & Co INC | +0.3% | +440.70% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | +52.33% | 加仓 |
| 11 | NTRS | Northern Trust CORP | +0.3% | +285.48% | 加仓 |
| 12 | EOG | Eog Resources INC | +0.2% | +83.55% | 加仓 |
| 13 | WMB | Williams Cos INC | +0.2% | +80.37% | 加仓 |
| 14 | FRT | Federal Realty Invs Trust | +0.2% | +10163.11% | 加仓 |
| 15 | MTD | Mettler-toledo International | +0.2% | +5042.57% | 加仓 |
| 16 | KIM | Kimco Realty CORP | +0.2% | +358.68% | 加仓 |
| 17 | PYPL | Paypal Holdings INC | +0.2% | +56.91% | 加仓 |
| 18 | WDAY | Workday Inc-class A | +0.2% | +1792.40% | 加仓 |
| 19 | HUBB | Hubbell INC | +0.2% | +2294.21% | 加仓 |
| 20 | NET | Cloudflare INC - Class A | +0.2% | +7560.50% | 加仓 |
| 21 | RL | Ralph Lauren CORP | +0.2% | +10766.92% | 加仓 |
| 22 | PM | Philip Morris International | +0.1% | +160.59% | 加仓 |
| 23 | MTSI | Macom Technology Solutions H | +0.1% | +1118.54% | 加仓 |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +3003.89% | 加仓 |
| 25 | VMC | Vulcan Materials Co | +0.1% | +786.06% | 加仓 |
| 26 | GIS | General Mills INC | +0.1% | +148.88% | 加仓 |
| 27 | CHD | Church & Dwight Co INC | +0.1% | +917.58% | 加仓 |
| 28 | VXUS | Vanguard Total Intl Stock | +0.1% | +12.46% | 加仓 |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +9.89% | 加仓 |
| 30 | VYM | Vanguard High Dvd Yield ETF | 0% | +12.72% | 加仓 |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +25.91% | 加仓 |
| 32 | MA | Mastercard INC - A | -0.2% | -92.42% | 减仓 |
| 33 | XOM | Exxon Mobil CORP | -0.2% | -58.75% | 减仓 |
| 34 | NFLX | Netflix INC | -0.2% | -82.96% | 减仓 |
| 35 | V | Visa Inc-class A Shares | -0.2% | -44.57% | 减仓 |
| 36 | COST | Costco Wholesale CORP | -0.2% | -99.50% | 减仓 |
| 37 | LLY | Eli Lilly & Co | -0.2% | -58.47% | 减仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.3% | -85.95% | 减仓 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -77.99% | 减仓 |
| 40 | TSLA | Tesla INC | -0.4% | -96.28% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | -99.21% | 减仓 |
| 42 | AVGO | Broadcom INC | -0.5% | -99.20% | 减仓 |
| 43 | META | Meta Platforms Inc-class A | -0.6% | -43.52% | 减仓 |
| 44 | VT | Vanguard Tot World Stk ETF | -0.7% | -1.01% | 减仓 |
| 45 | AMZN | Amazon.com INC | -0.9% | -80.55% | 减仓 |
| 46 | MSFT | Microsoft CORP | -1.3% | -98.11% | 减仓 |
| 47 | NVDA | Nvidia CORP | -1.3% | -97.93% | 减仓 |
| 48 | AAPL | Apple INC | -1.6% | -98.19% | 减仓 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -1.6% | +4.43% | 加仓 |
| 50 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | 新建仓 |