CIK: 0001739439
申报总市值
US$564.0亿
仅显示前 200 大持股（共 4670 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.48% | — | +6.86% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.79% | +3.92% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.18% | -0.17% | +3.92% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.91% | -0.12% | +3.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.40% | -0.21% | +1.33% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.33% | -0.15% | +7.65% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.78% | -0.14% | -0.21% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.55% | — | +14.66% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.09% | +7.76% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | — | +29.84% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.28% | -0.12% | +3.33% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | -0.16% | +14.39% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | -0.13% | -1.37% | |
| 14 | RGEF | Rockefeller Global Eqty ETF | ETF-其他 | 1.12% | -0.09% | -20.07% | |
| 15 | RSMC | Rockefeller US Small-mid Cap | ETF-其他 | 0.94% | — | -25.57% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.92% | — | +20.78% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | — | +5.46% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.15% | +4.32% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | — | +13.17% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | +11.80% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | +0.14% | +20.43% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | +18.95% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.55% | — | +28.48% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | — | +14.14% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | — | +40.57% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.49% | +0.05% | +8.19% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +8.47% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | — | +113.08% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | +0.09% | +16.43% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | — | +55.39% | |
| 31 | UBER | Uber Technologies INC | 股票-工业 | 0.45% | — | +16.47% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.44% | -0.07% | +24.83% | |
| 33 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.43% | — | +16.67% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.42% | — | +21.16% | |
| 35 | GEV | GE Vernova INC | 股票-工业 | 0.42% | +0.17% | +16.35% | |
| 36 | BLK | Blackrock INC | 股票-金融 | 0.42% | — | +32.94% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.19% | +2.31% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.41% | -0.10% | -84.19% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | +19.80% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.17% | +13.02% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.39% | — | +15.19% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | — | +22.20% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.38% | — | +27.52% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | +0.16% | +11.47% | |
| 45 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | +0.09% | -1.43% | |
| 46 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.36% | — | +28.46% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +10.14% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.36% | — | +33.90% | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.36% | — | +22.19% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.35% | — | -24.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.33% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.2% | +29.84% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.2% | +5.46% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -1.37% | 减仓 |
| 5 | RMOP | Rockefeller Opport Muni ETF | +0.2% | +110.52% | 加仓 |
| 6 | VTV | Vanguard Value ETF | +0.1% | +55.39% | 加仓 |
| 7 | VUG | Vanguard Growth ETF | +0.1% | +40.57% | 加仓 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.1% | +24.83% | 加仓 |
| 9 | MRK | Merck & Co. INC. | +0.1% | +33.22% | 加仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +14.66% | 加仓 |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | +20.78% | 加仓 |
| 12 | AMZN | Amazon.com INC | +0.1% | +7.65% | 加仓 |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +28.48% | 加仓 |
| 14 | AMGN | Amgen INC | +0.1% | +27.52% | 加仓 |
| 15 | CAT | Caterpillar INC | +0.1% | +22.19% | 加仓 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +13.17% | 加仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | +33.90% | 加仓 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +25.59% | 加仓 |
| 19 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +116.24% | 加仓 |
| 20 | JPIE | Jpmorgan Income ETF | +0.1% | +1680.66% | 加仓 |
| 21 | CGGR | Cap Group Growth Equity | +0.1% | +593.23% | 加仓 |
| 22 | AVLV | Avantis US Large Cap Value | +0.1% | +453.77% | 加仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.43% | 加仓 |
| 24 | TJX | Tjx Companies INC | +0.1% | +28.46% | 加仓 |
| 25 | NEE | Nextera Energy INC | +0.1% | +33.48% | 加仓 |
| 26 | TEL | TE Connectivity plc | +0.1% | +34.27% | 加仓 |
| 27 | PH | Parker Hannifin CORP | +0.1% | +19.61% | 加仓 |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +440.46% | 加仓 |
| 29 | AAPL | Apple INC | +0.1% | +3.92% | 加仓 |
| 30 | LHX | L3harris Technologies INC | +0.1% | +45.57% | 加仓 |
| 31 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +21.16% | 加仓 |
| 32 | GEV | GE Vernova INC | +0.1% | +16.35% | 加仓 |
| 33 | BLK | Blackrock INC | +0.1% | +32.94% | 加仓 |
| 34 | GS | Goldman Sachs Group INC | +0.1% | +24.67% | 加仓 |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | +14.14% | 加仓 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.80% | 加仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.86% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +7.76% | 加仓 |
| 39 | AVGO | Broadcom INC | -0.1% | -0.21% | 减仓 |
| 40 | ORCL | Oracle CORP | -0.1% | -4.44% | 减仓 |
| 41 | NVDA | Nvidia CORP | -0.2% | +3.22% | 加仓 |
| 42 | PLTR | Palantir Technologies Inc-a | -0.2% | -24.67% | 减仓 |
| 43 | VT | Vanguard Tot World Stk ETF | -0.3% | -47.75% | 减仓 |
| 44 | SNPS | Synopsys INC | -0.3% | -92.12% | 减仓 |
| 45 | RGEF | Rockefeller Global Eqty ETF | -0.3% | -20.07% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | +3.92% | 加仓 |
| 47 | RSMC | Rockefeller US Small-mid Cap | -0.5% | -25.57% | 减仓 |
| 48 | CRM | Salesforce INC | -2.1% | -84.19% | 减仓 |
| 49 | TTE | Totalenergies Se | — | NEW | 新建仓 |
| 50 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |