CIK: 0001812090
申报总市值
US$50.9亿
仅显示前 200 大持股（共 1046 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 | 3.59% | — | +96.92% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | — | +107.56% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.88% | — | +110.61% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.31% | — | +85.05% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.92% | — | +82.63% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.50% | — | +166.97% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | — | +84.57% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | — | +130.31% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.10% | — | +58.57% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.09% | — | +22.71% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.02% | — | +52.72% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.96% | — | +32.93% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 0.93% | — | +66.50% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | — | +106.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | +79.43% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.79% | — | +77.90% | |
| 17 | NFLX | Netflix INC | 股票-通信服务 | 0.79% | — | +77.52% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.78% | — | +10.55% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.77% | — | +45.89% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.74% | — | +381.48% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | — | +82.89% | |
| 22 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 0.70% | — | +2223.24% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | +213.96% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.68% | — | +75.08% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.66% | — | +2.06% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | +194.63% | |
| 27 | MBB | Ishares Mbs ETF | ETF-其他 | 0.62% | — | +26.05% | |
| 28 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-大型股与成长 | 0.61% | — | — | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.58% | — | +17.75% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +164.54% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | — | +118.51% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.53% | — | +18.65% | |
| 33 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.50% | — | +78.09% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | — | +130.33% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +5.17% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +86.28% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | +105.33% | |
| 38 | UBER | Uber Technologies INC | 股票-工业 | 0.43% | — | +101.20% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | — | +102.34% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | — | +65.21% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.42% | — | +48.94% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.41% | — | +197.82% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | — | +107.91% | |
| 44 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.39% | — | +94.13% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.39% | — | +107.53% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.39% | — | +29.28% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.38% | — | +235.75% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.38% | — | +131.00% | |
| 49 | CLS | Celestica INC | 股票-科技 | 0.37% | — | +30.27% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +76.64% |