CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 331 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 | 4.86% | -0.29% | +0.06% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.82% | -0.35% | -0.79% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.48% | -0.59% | -0.48% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | -0.67% | +1.80% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.75% | -0.09% | +1.17% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.99% | -0.23% | +0.86% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.73% | -0.10% | +3.35% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.22% | — | +1.17% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.16% | -0.08% | +1.76% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | -0.11% | +1.08% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.81% | — | +0.50% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.71% | — | +5.61% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.53% | -0.18% | +6.21% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.44% | +0.17% | +1.47% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.42% | -0.20% | +0.56% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.10% | -0.65% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.06% | +5.97% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.13% | — | +5.27% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.04% | — | +9.20% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.03% | — | +7.00% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.96% | — | +7.20% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | +0.16% | +3.71% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 0.91% | -0.08% | +4.98% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.18% | +3.39% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | +0.09% | -3.43% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | — | +3.26% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.80% | — | +5.66% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.73% | — | +2.75% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | — | +4.61% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.69% | — | +2.96% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | — | +6.97% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.65% | — | +11.19% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.65% | — | -0.08% | |
| 34 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.64% | -0.09% | +12.55% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | — | +99.87% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | +0.20% | |
| 37 | FAST | Fastenal Co | 股票-工业 | 0.60% | +0.11% | +3.20% | |
| 38 | CAT | Caterpillar INC | 股票-工业 | 0.60% | +0.14% | +3.85% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.56% | -0.09% | +0.17% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.53% | — | -2.13% | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | 0.53% | — | -4.60% | |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.51% | — | +3.66% | |
| 43 | CSL | Carlisle Cos INC | 股票-工业 | 0.50% | — | -0.49% | |
| 44 | HEI | Heico CORP | 股票-工业 | 0.49% | -0.07% | -0.01% | |
| 45 | VDE | Vanguard Energy ETF | ETF-其他 | 0.49% | +0.20% | -1.49% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.48% | — | +4.40% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | +4.14% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | -0.07% | +14.93% | |
| 49 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.46% | — | +12.73% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.45% | +0.15% | +46.25% |