CIK: 0002008171
申报总市值
US$9.3亿
仅显示前 200 大持股（共 332 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 | 9.01% | -0.63% | -0.94% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.50% | -0.27% | -1.75% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | -0.65% | -0.50% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.91% | -0.12% | +2.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.69% | -0.29% | -2.20% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.51% | -0.33% | +1.91% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | -0.16% | -2.61% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.01% | -0.02% | +0.82% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.85% | -0.21% | -1.98% | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 1.67% | -0.26% | -0.58% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.62% | -0.11% | +5.12% | |
| 12 | XPO | Xpo INC | 股票-工业 | 1.49% | +0.64% | -2.98% | |
| 13 | BNL | Broadstone Net Lease INC | 股票-房地产 | 1.48% | — | -2.98% | |
| 14 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.44% | -0.25% | -2.74% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.41% | -0.12% | -2.27% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.34% | — | -1.83% | |
| 17 | DOV | Dover CORP | 股票-工业 | 1.30% | +0.14% | -0.87% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.19% | +0.20% | -4.33% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | -0.02% | -1.81% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.35% | -4.39% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | -1.55% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.99% | — | -0.81% | |
| 23 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.98% | -0.16% | +2.67% | |
| 24 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.96% | — | -2.19% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.95% | -0.06% | -1.48% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | -0.12% | -3.78% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.86% | — | -3.43% | |
| 28 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.86% | +0.14% | -5.06% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.84% | — | +0.97% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.78% | -0.04% | -1.21% | |
| 31 | BA | Boeing Co/the | 股票-工业 | 0.76% | -0.04% | -29.05% | |
| 32 | COF | Capital One Financial CORP | 股票-金融 | 0.75% | -0.14% | -3.41% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.73% | — | -5.53% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.73% | — | +40.08% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | — | -5.50% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.10% | -2.92% | |
| 37 | EOG | Eog Resources INC | 股票-能源 | 0.69% | +0.24% | -6.25% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | — | +0.37% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.66% | — | -2.48% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.04% | -5.08% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.29% | -1.81% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | — | -0.26% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | — | -1.52% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.61% | — | -0.27% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | -0.11% | +1.13% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | — | -4.18% | |
| 47 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.56% | — | -0.43% | |
| 48 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.56% | — | +3.25% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | +4.80% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.54% | — | +1.02% |