CIK: 0002012181
申报总市值
US$3.1亿
仅显示前 200 大持股（共 236 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 | 6.98% | -0.80% | +17.37% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.39% | +0.22% | -2.53% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.05% | -0.26% | +55.65% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.71% | +19.34% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.89% | — | — | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.66% | -0.66% | +230.30% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.61% | — | -2.58% | |
| 8 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.29% | — | +6.72% | |
| 9 | FDG | American Century Focused Dyn | ETF-其他 | 2.14% | -0.23% | +0.12% | |
| 10 | ACLC | American Century Large Cap E | ETF-大型股与成长 | 1.97% | — | -12.19% | |
| 11 | MID | American Century Mid Cap Gro | ETF-其他 | 1.92% | — | -2.59% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.91% | -0.24% | +10.83% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.74% | -0.30% | +19.17% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.61% | — | +12.06% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.44% | -0.14% | +11.56% | |
| 16 | FLV | American Century Focused Lar | ETF-其他 | 1.42% | — | +0.50% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | -0.30% | +81.13% | |
| 18 | QINT | American Century Qlty Diver | ETF-其他 | 1.31% | — | +0.02% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.22% | — | +35.73% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.12% | — | +2.48% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 1.11% | — | +99.77% | |
| 22 | RBA | Rb Global INC | 股票-工业 | 1.09% | — | — | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.11% | +15.93% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | — | +9.64% | |
| 25 | AVDE | Avantis International Equity | ETF-其他 | 0.89% | — | +0.82% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | — | -1.69% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | — | +307.06% | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.83% | — | -0.82% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.83% | — | — | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.83% | — | -24.98% | |
| 31 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.81% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | — | +24.53% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | -0.15% | -4.57% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | — | +39.19% | |
| 35 | COF | Capital One Financial CORP | 股票-金融 | 0.75% | — | — | |
| 36 | CAT | Caterpillar INC | 股票-工业 | 0.74% | +0.15% | +1.85% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.72% | — | +1.82% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | — | -3.96% | |
| 39 | NEM | Newmont CORP | 股票-原材料 | 0.63% | — | +419.16% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.60% | — | +306.71% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +37.61% | |
| 42 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.59% | — | — | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.55% | — | — | |
| 44 | NOW | Servicenow INC | 股票-科技 | 0.54% | — | +348.47% | |
| 45 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.53% | -0.21% | — | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +485.68% | |
| 47 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.50% | — | +5.99% | |
| 48 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | — | +15.67% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.48% | — | +0.87% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | +60.16% |