CIK: 0001800911
申报总市值
US$2.7亿
仅显示前 200 大持股（共 314 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 | NVDA | Nvidia CORP | 股票-科技 | 4.86% | -0.79% | -0.48% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.77% | +0.59% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.89% | -0.30% | +2.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.02% | -0.25% | -1.66% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.84% | +0.21% | +1.93% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.54% | +0.03% | +0.39% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.47% | +0.06% | +1.50% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.30% | +0.16% | +0.06% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.27% | -0.21% | -1.77% | |
| 10 | INTU | Intuit INC | 股票-科技 | 2.11% | -0.51% | -4.45% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.46% | -0.16% | +0.02% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.38% | — | +0.92% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 1.34% | — | +0.16% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.18% | +0.45% | +10.08% | |
| 15 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.15% | — | -3.08% | |
| 16 | AMGN | Amgen INC | 股票-医疗保健 | 1.10% | — | +0.03% | |
| 17 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.07% | — | +0.01% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.05% | — | +0.07% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | +0.09% | +1.47% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.17% | +1.49% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.92% | — | +0.46% | |
| 22 | ACN | Accenture plc | 股票-科技 | 0.92% | -0.15% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | — | |
| 24 | STXF | Strive 500 ETF | ETF-其他 | 0.88% | — | +7.35% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.88% | — | — | |
| 26 | ADBE | Adobe INC | 股票-科技 | 0.85% | -0.14% | -0.18% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.85% | — | -0.30% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.85% | — | +3.84% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | -0.16% | +1.18% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.81% | +0.22% | +5.18% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.80% | +0.03% | — | |
| 32 | GE | General Electric | 股票-工业 | 0.79% | — | -0.45% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.79% | -0.12% | +0.06% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.11% | +0.02% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +3.26% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.75% | — | +5.68% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.74% | — | +33.72% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.71% | -0.17% | +0.23% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.07% | +1.60% | |
| 40 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.69% | — | +0.71% | |
| 41 | ROL | Rollins INC | 股票-周期性消费 | 0.65% | — | -0.11% | |
| 42 | CI | THE Cigna Group | 股票-医疗保健 | 0.64% | — | -9.26% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | +400.86% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.64% | — | +1.72% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.62% | +0.47% | — | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.61% | — | +0.10% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.56% | +0.05% | |
| 48 | PAYX | Paychex INC | 股票-科技 | 0.57% | — | +811.43% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.53% | — | +122.25% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | +0.27% |