CIK: 0002012181
申报总市值
US$3.1亿
仅显示前 200 大持股（共 256 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 | 7.28% | -0.80% | -2.89% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.81% | +0.22% | +14.49% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.37% | -0.26% | -2.14% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 2.98% | -0.66% | +3.06% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | -0.71% | +2.57% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.40% | — | +9.86% | |
| 7 | FDG | American Century Focused Dyn | ETF-其他 | 2.15% | -0.23% | — | |
| 8 | ACLC | American Century Large Cap E | ETF-大型股与成长 | 1.91% | — | -0.29% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.87% | -0.30% | +11.80% | |
| 10 | MID | American Century Mid Cap Gro | ETF-其他 | 1.76% | — | — | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.74% | -0.24% | +0.07% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.66% | — | +7.21% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.63% | — | -40.00% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.55% | -0.14% | +13.33% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.30% | +0.14% | |
| 16 | FLV | American Century Focused Lar | ETF-其他 | 1.36% | — | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.27% | — | -50.28% | |
| 18 | QINT | American Century Qlty Diver | ETF-其他 | 1.26% | — | — | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.23% | — | +4.94% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | — | -1.43% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | +0.11% | +4.28% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 1.11% | — | +4.97% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.10% | — | +6.82% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.02% | — | +9.29% | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.94% | — | +12.83% | |
| 26 | MPWR | Monolithic Power Systems INC | 股票-科技 | 0.89% | — | — | |
| 27 | AVDE | Avantis International Equity | ETF-其他 | 0.86% | — | — | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.82% | — | — | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | — | +9.36% | |
| 30 | CGCB | Cap Group Core Bond | ETF-其他 | 0.79% | +0.16% | +501.05% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | — | +1.75% | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.79% | — | +2.75% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | — | -2.70% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | -0.15% | +13.19% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.73% | — | +6.59% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | — | -11.29% | |
| 37 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.63% | -0.21% | +27.68% | |
| 38 | NEM | Newmont CORP | 股票-原材料 | 0.63% | — | -24.73% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | — | +0.08% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | +18.24% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -1.44% | |
| 42 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.54% | — | -13.51% | |
| 43 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.53% | — | +6.76% | |
| 44 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.50% | — | +24.77% | |
| 45 | CRS | Carpenter Technology | 股票-工业 | 0.49% | -0.36% | — | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | -13.59% | |
| 47 | DHI | Dr Horton INC | 股票-周期性消费 | 0.44% | -0.13% | — | |
| 48 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.44% | — | — | |
| 49 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.42% | — | +31.87% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.42% | — | — |