CIK: 0002067339
申报总市值
US$3.6亿
仅显示前 200 大持股（共 204 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 | 7.47% | +7.23% | -3.56% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 5.30% | — | +3.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.52% | -0.35% | +107.25% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | +0.29% | -1.46% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.31% | -0.19% | -2.25% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.30% | -0.18% | +798.13% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.11% | -0.51% | +0.41% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.41% | -0.34% | -0.99% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 2.21% | -0.05% | -5.68% | |
| 10 | T | At&t INC | 股票-通信服务 | 1.97% | -0.45% | +4.24% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.92% | -0.14% | -4.14% | |
| 12 | IDV | Ishares International Select | ETF-其他 | 1.79% | — | -0.39% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | +0.04% | -4.86% | |
| 14 | KMI | Kinder Morgan INC | 股票-能源 | 1.52% | — | -2.55% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | — | +4.64% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | +0.73% | +8.56% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.22% | — | +3.09% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.13% | — | +3.51% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.05% | -0.73% | -3.23% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | +0.39% | -0.95% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.00% | — | +3.03% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.00% | — | -1.81% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.91% | +0.07% | +1.72% | |
| 24 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.90% | — | -8.79% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.90% | — | +1.74% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | +0.56% | +2.61% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.86% | -0.05% | -5.73% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.03% | +43.46% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | -2.54% | |
| 30 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.77% | +0.26% | -5.95% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | — | -2.35% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.72% | +0.08% | +0.02% | |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.71% | — | -5.27% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | +0.07% | -4.60% | |
| 35 | AXON | Axon Enterprise INC | 股票-工业 | 0.69% | -0.01% | +2.90% | |
| 36 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.67% | -0.30% | +0.54% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | -5.37% | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | -0.82% | +124.12% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.63% | — | +8.72% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | -12.71% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.56% | — | -4.86% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | — | +180.87% | |
| 43 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.51% | — | +44.34% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | — | +2.74% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.49% | — | +1.56% | |
| 46 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.46% | — | -1.55% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.45% | — | +12.25% | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | — | +235.55% | |
| 49 | VFH | Vanguard Financials ETF | ETF-其他 | 0.45% | — | -0.98% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | +5.02% |