CIK: 0002075393
申报总市值
US$1.1亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.11% | -0.13% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.60% | -0.25% | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.65% | -0.52% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.02% | -0.05% | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.51% | -0.26% | — | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.20% | -0.38% | — | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.08% | -0.23% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.79% | -0.09% | — | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.86% | -0.13% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.84% | -0.42% | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.72% | -0.10% | — | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.40% | -0.17% | — | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 2.31% | +0.55% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.11% | -0.27% | — | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.94% | -0.25% | — | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.77% | — | — | |
| 17 | VICR | Vicor CORP | 股票-科技 | 1.62% | +0.66% | — | |
| 18 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.48% | +0.13% | — | |
| 19 | NEM | Newmont CORP | 股票-原材料 | 1.45% | +0.17% | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.39% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.38% | — | — | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.20% | +0.12% | — | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.20% | +0.46% | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.18% | +0.39% | — | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.14% | — | — | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.04% | -0.25% | — | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.03% | -0.06% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | — | — | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.84% | — | — | |
| 30 | HON | Honeywell International INC | 股票-工业 | 0.82% | +0.16% | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.75% | +0.16% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | — | — | |
| 33 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.74% | +0.16% | — | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.70% | +0.12% | — | |
| 35 | LHX | L3harris Technologies INC | 股票-工业 | 0.67% | +0.11% | — | |
| 36 | VST | Vistra CORP | 股票-公用事业 | 0.66% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.62% | — | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | — | — | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.57% | -0.09% | — | |
| 40 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.56% | — | — | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.56% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | — | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.54% | -0.12% | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.24% | — | |
| 45 | BX | Blackstone INC | 股票-金融 | 0.50% | — | — | |
| 46 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.50% | — | — | |
| 47 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.49% | — | — | |
| 48 | CPT | Camden Property Trust | 股票-房地产 | 0.49% | — | — | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.49% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | — | — |