CIK: 0002067339
申报总市值
US$3.6亿
仅显示前 200 大持股（共 212 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 | 6.28% | +7.23% | -0.57% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 5.34% | — | +6.35% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.53% | -0.35% | +5.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | +0.29% | +1.25% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.22% | -0.51% | +1.00% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.19% | -0.19% | +3.09% | |
| 7 | T | At&t INC | 股票-通信服务 | 2.74% | -0.45% | +0.78% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | -0.18% | +0.12% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.38% | -0.34% | -1.44% | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.92% | -0.05% | -1.74% | |
| 11 | KMI | Kinder Morgan INC | 股票-能源 | 1.92% | — | -3.71% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.90% | -0.14% | +2.05% | |
| 13 | IDV | Ishares International Select | ETF-其他 | 1.88% | — | +0.83% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.84% | -0.73% | +4.47% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.78% | -0.82% | +1.40% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | — | +2.68% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.34% | — | +11.06% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.31% | +0.04% | +0.08% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.29% | — | +16.74% | |
| 20 | AXON | Axon Enterprise INC | 股票-工业 | 1.13% | -0.01% | +2.49% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.07% | — | +2.06% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.07% | — | +8.06% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | +0.73% | +0.30% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | +0.39% | -0.79% | |
| 25 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.93% | — | -1.13% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | -0.24% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.82% | — | -8.58% | |
| 28 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.81% | -0.30% | +0.01% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.75% | +0.07% | -0.12% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.74% | -0.05% | -5.26% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.07% | -1.96% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | +0.03% | -0.31% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | +0.56% | +2.46% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +2.74% | |
| 35 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.68% | +0.26% | +2.24% | |
| 36 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.65% | — | -0.98% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.65% | — | +22.64% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | +0.09% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | -0.03% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | +10.17% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.54% | +0.06% | +0.51% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.54% | — | -1.75% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | -6.67% | |
| 44 | VFH | Vanguard Financials ETF | ETF-其他 | 0.50% | — | +2.15% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | — | -0.65% | |
| 46 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.49% | — | — | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | -1.78% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.48% | — | — | |
| 49 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 0.47% | — | +7.23% | |
| 50 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.46% | — | — |