CIK: 0001800911
申报总市值
US$2.7亿
仅显示前 200 大持股（共 319 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 | 6.28% | -0.79% | +899.11% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.10% | -0.77% | -0.81% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.04% | -0.30% | +6.72% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.28% | +0.21% | +17.26% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.98% | -0.25% | +0.20% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.21% | +2.48% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.51% | +0.03% | +7.78% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.47% | +0.16% | -2.11% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.30% | +0.06% | +3.15% | |
| 10 | INTU | Intuit INC | 股票-科技 | 2.01% | -0.51% | -0.26% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.32% | — | -0.44% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.30% | -0.16% | +2.23% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.27% | +0.45% | +9.52% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 1.23% | — | +2.73% | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 1.14% | — | +0.02% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | -0.17% | +0.19% | |
| 17 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.09% | — | +0.01% | |
| 18 | STXF | Strive 500 ETF | ETF-其他 | 1.07% | — | +24.16% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.03% | — | -0.73% | |
| 20 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.02% | — | +0.29% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | -0.16% | +7.58% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | +0.09% | +1.20% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.90% | — | — | |
| 24 | ADBE | Adobe INC | 股票-科技 | 0.88% | -0.14% | — | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.88% | — | -0.22% | |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.84% | — | +8.34% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.83% | — | +0.26% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | — | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.22% | +4.57% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.80% | +0.03% | — | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.78% | — | — | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.15% | — | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.11% | +0.02% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.70% | -0.17% | +2.35% | |
| 35 | GE | General Electric | 股票-工业 | 0.69% | — | +2.24% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | -0.12% | +0.88% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.69% | — | +1.96% | |
| 38 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.67% | — | -0.90% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | +3.07% | |
| 40 | ROL | Rollins INC | 股票-周期性消费 | 0.65% | — | -0.43% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | +0.07% | +0.11% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.56% | +0.70% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.61% | — | +6.77% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | — | +3.52% | |
| 45 | CI | THE Cigna Group | 股票-医疗保健 | 0.55% | — | +0.03% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +11.71% | |
| 47 | PAYX | Paychex INC | 股票-科技 | 0.54% | — | +3.63% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | — | +3.33% | |
| 49 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.50% | — | — | |
| 50 | GNTX | Gentex CORP | 股票-周期性消费 | 0.48% | — | +17.18% |