CIK: 0002008171
申报总市值
US$9.3亿
仅显示前 200 大持股（共 318 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 | AAPL | Apple INC | 股票-科技 | 8.27% | -0.63% | +0.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.65% | +9.06% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.24% | -0.27% | -2.18% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.76% | -0.29% | -1.59% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.60% | -0.33% | -1.52% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.41% | -0.12% | +0.41% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.13% | -0.02% | -0.72% | |
| 8 | BNL | Broadstone Net Lease INC | 股票-房地产 | 1.93% | — | -22.99% | |
| 9 | DHR | Danaher CORP | 股票-医疗保健 | 1.90% | -0.26% | -1.01% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | -0.16% | -0.35% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.64% | -0.11% | -2.00% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | -0.21% | +0.04% | |
| 13 | XPO | Xpo INC | 股票-工业 | 1.35% | +0.64% | -3.40% | |
| 14 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.33% | -0.25% | -0.91% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.29% | -0.12% | -3.36% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.28% | — | +0.06% | |
| 17 | DOV | Dover CORP | 股票-工业 | 1.28% | +0.14% | -0.58% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | +1.28% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.23% | — | -1.65% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.21% | — | -1.56% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | +0.35% | -3.76% | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.12% | -0.16% | -1.99% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 1.07% | -0.04% | -1.55% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | -0.02% | +755.03% | |
| 25 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.99% | +0.14% | +1.71% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.96% | +0.20% | +1.60% | |
| 27 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.91% | — | +0.87% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.89% | -0.06% | -11.73% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | — | -2.35% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | -0.04% | +0.23% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.84% | — | -0.82% | |
| 32 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.82% | — | +1.31% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | +1.06% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | -0.12% | -1.66% | |
| 35 | EOG | Eog Resources INC | 股票-能源 | 0.77% | +0.24% | +0.47% | |
| 36 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.75% | — | -0.93% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.75% | — | -1.55% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.73% | — | +22.45% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.29% | -0.23% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.04% | -5.40% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.67% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.67% | — | +8.54% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | -0.14% | -2.41% | |
| 44 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.60% | — | -1.45% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.60% | — | -7.92% | |
| 46 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.58% | — | -5.70% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.58% | — | +0.14% | |
| 48 | ZTS | Zoetis INC | 股票-医疗保健 | 0.58% | — | +2.38% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | — | -3.68% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | -0.11% | -3.26% |