CIK: 0002008171
申报总市值
US$9.3亿
仅显示前 200 大持股（共 272 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 | 9.68% | -0.63% | -10.11% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.49% | -0.12% | -1.68% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.26% | -0.33% | -3.39% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.17% | -0.29% | -13.69% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.85% | -0.27% | -6.44% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | -0.65% | -22.99% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.80% | -0.16% | -9.04% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.96% | -0.11% | -8.75% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.90% | -0.21% | -13.79% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.65% | -0.02% | -36.13% | |
| 11 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.60% | -0.25% | -4.57% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.52% | -0.12% | -8.97% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.52% | -0.26% | -11.98% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.48% | +0.35% | -11.83% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | -0.02% | -16.48% | |
| 16 | XPO | Xpo INC | 股票-工业 | 1.34% | +0.64% | -1.06% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.33% | +0.20% | -16.71% | |
| 18 | DOV | Dover CORP | 股票-工业 | 1.33% | +0.14% | -9.00% | |
| 19 | BNL | Broadstone Net Lease INC | 股票-房地产 | 1.32% | — | -12.48% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.25% | +0.30% | -4.34% | |
| 21 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.21% | — | -9.74% | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.20% | -0.16% | -0.22% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.11% | — | -2.37% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.06% | -0.06% | -12.99% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.05% | -0.12% | -14.76% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | -0.04% | +88.43% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.98% | — | -9.59% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.91% | -0.04% | -12.63% | |
| 29 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.75% | +0.14% | -17.41% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | -0.62% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.73% | — | -2.55% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.04% | -18.54% | |
| 33 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.70% | — | -2.04% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | -0.11% | -2.62% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | — | -26.36% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.68% | -0.14% | -11.05% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.29% | -14.47% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | -0.03% | |
| 39 | QXO | Qxo INC | 股票-工业 | 0.64% | — | +15.29% | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 0.62% | +0.14% | -4.44% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.60% | — | -1.47% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.59% | — | -15.60% | |
| 43 | ADI | Analog Devices INC | 股票-科技 | 0.59% | +0.13% | -15.74% | |
| 44 | CME | Cme Group INC | 股票-金融 | 0.59% | — | -7.14% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.55% | — | -12.15% | |
| 46 | BLK | Blackrock INC | 股票-金融 | 0.54% | -0.07% | -12.25% | |
| 47 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.49% | — | -6.71% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.48% | -0.11% | -0.69% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.48% | — | +0.73% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | -18.68% |