CIK: 0001739439
申报总市值
US$564.0亿
仅显示前 200 大持股（共 1714 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 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.79% | +24.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.60% | — | +0.75% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.90% | -0.12% | +8.24% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.17% | +0.96% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.55% | -0.15% | +7.51% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 1.69% | -0.14% | +3.10% | |
| 7 | RGEF | Rockefeller Global Eqty ETF | ETF-其他 | 1.64% | -0.09% | +1.35% | |
| 8 | RSMC | Rockefeller US Small-mid Cap | ETF-其他 | 1.61% | — | +1.50% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.59% | -0.21% | +4.72% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.49% | -0.16% | +9.75% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.44% | — | +1.22% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.09% | +11.37% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.34% | -0.12% | +6.31% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | — | +0.87% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.15% | +5.57% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | -0.13% | -0.38% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | — | +3.26% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | — | +8.15% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | +0.14% | +2.80% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.60% | — | +5.12% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.57% | — | +15.40% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.56% | — | -8.45% | |
| 23 | UBER | Uber Technologies INC | 股票-工业 | 0.53% | — | -17.89% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.53% | — | +28.72% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +2.79% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.51% | +0.05% | +5.43% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | — | +7.29% | |
| 28 | SHEL | Shell Plc-adr | 股票-能源 | 0.51% | +0.09% | +14.22% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.48% | — | +14.45% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | — | +1.49% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | +12.71% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.19% | +15.62% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | +2.02% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | — | +26.27% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.41% | -0.10% | -87.79% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.17% | -3.19% | |
| 37 | PANW | Palo Alto Networks INC | 股票-科技 | 0.39% | — | +6.26% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | — | -14.02% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | +5.66% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.38% | — | +9.10% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.38% | +0.09% | +19.80% | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.37% | — | +11.14% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.37% | — | +8.30% | |
| 44 | BLK | Blackrock INC | 股票-金融 | 0.37% | — | +6.05% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | +0.16% | +9.98% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.36% | — | +3.12% | |
| 47 | GEV | GE Vernova INC | 股票-工业 | 0.36% | +0.17% | +21.81% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.35% | — | +1.11% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.35% | — | +16.42% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.35% | — | +8.71% |