CIK: 0001739439
申报总市值
US$564.0亿
仅显示前 200 大持股（共 4427 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 | 3.85% | -0.79% | -1.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.46% | — | +0.61% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.17% | +2.85% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.07% | -0.12% | +0.78% | |
| 5 | CRM | Salesforce INC | 股票-科技 | 2.55% | -0.10% | +698.22% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.23% | -0.15% | -1.33% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.00% | -0.21% | +2.12% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.85% | -0.14% | +5.26% | |
| 9 | RGEF | Rockefeller Global Eqty ETF | ETF-其他 | 1.46% | -0.09% | -5.61% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.44% | — | +3.72% | |
| 11 | RSMC | Rockefeller US Small-mid Cap | ETF-其他 | 1.43% | — | -1.84% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.09% | +0.02% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | -0.12% | +1.42% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.30% | -0.16% | -2.10% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | +1.72% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.04% | -0.13% | +2.22% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.15% | +1.76% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | — | +2.80% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | — | +0.76% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +4.67% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | +52.51% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | +0.14% | +0.16% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | — | -2.97% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.53% | — | -0.53% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | — | -8.68% | |
| 26 | UBER | Uber Technologies INC | 股票-工业 | 0.51% | — | +2.29% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +3.20% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.49% | +0.05% | +2.74% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | — | -4.63% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | +9.03% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | — | +1.12% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.44% | — | -5.32% | |
| 33 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.42% | — | -6.97% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.19% | +3.65% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.41% | +0.09% | -1.20% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | — | +18.19% | |
| 37 | SHEL | Shell Plc-adr | 股票-能源 | 0.39% | +0.09% | -15.29% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.17% | +11.42% | |
| 39 | PANW | Palo Alto Networks INC | 股票-科技 | 0.38% | — | +11.33% | |
| 40 | BLK | Blackrock INC | 股票-金融 | 0.37% | — | +2.31% | |
| 41 | GEV | GE Vernova INC | 股票-工业 | 0.37% | +0.17% | -0.70% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.37% | — | +4.84% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.36% | — | -0.55% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +5.43% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.36% | — | -3.69% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.36% | — | +2.97% | |
| 47 | SNPS | Synopsys INC | 股票-科技 | 0.35% | — | +1245.61% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | +0.16% | +7.12% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.35% | — | +25.73% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.34% | — | -9.70% |