CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 239 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 | AAPL | Apple INC | 股票-科技 | 5.21% | -0.29% | +293.16% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.94% | -0.59% | -0.26% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.96% | — | +7.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.67% | -1.14% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.92% | — | -1.39% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.47% | -0.35% | -0.63% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.20% | -0.23% | -1.46% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.10% | -0.08% | -4.32% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.92% | — | +16.46% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.70% | -0.09% | +25.47% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.61% | — | +20.18% | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.55% | — | -1.26% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.49% | -0.20% | +0.15% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.48% | +0.09% | +1.19% | |
| 15 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.35% | — | -1.22% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | +0.18% | -0.98% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.32% | -0.10% | +3.07% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.32% | — | +14.64% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | — | -0.00% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | — | +10.87% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.18% | — | +0.05% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.15% | — | -2.79% | |
| 23 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.12% | — | +51.07% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.99% | — | +46.61% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.98% | +0.09% | -1.09% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.18% | -2.14% | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 0.82% | — | -0.66% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.78% | — | +11.24% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.77% | -0.15% | -0.56% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | — | -1.07% | |
| 31 | APPN | Appian Corp-a | 股票-其他 | 0.75% | — | -1.68% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | -0.76% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | — | -0.35% | |
| 34 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.70% | — | -7.52% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.10% | -1.46% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.06% | -3.20% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.69% | — | +5.19% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.67% | — | +0.87% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.66% | — | -2.44% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.65% | — | -4.38% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.62% | — | -7.36% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.11% | -8.46% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | +0.16% | -1.57% | |
| 44 | FDX | Fedex CORP | 股票-工业 | 0.60% | — | +0.21% | |
| 45 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.59% | — | -43.18% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | -20.26% | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | — | — | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.53% | — | -0.42% | |
| 49 | FAST | Fastenal Co | 股票-工业 | 0.52% | +0.11% | +0.20% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | — | +8.49% |