CIK: 0002051491
申报总市值
US$4.6亿
仅显示前 200 大持股（共 239 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 | 11.11% | +0.92% | -0.25% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.86% | +0.46% | +15.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | — | -3.47% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.77% | — | -1.80% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +0.30% | +0.23% | |
| 6 | CACI | Caci International INC -cl A | 股票-科技 | 2.51% | -0.88% | -23.57% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.50% | +0.27% | -0.95% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.46% | +0.34% | -0.48% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.24% | +0.12% | +1.01% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.01% | +0.10% | +1.99% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.73% | +0.13% | +5.13% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.65% | — | — | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.47% | -0.33% | -1.35% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.45% | +0.06% | -1.51% | |
| 15 | MASI* | Masimo CORP | 股票-其他 | 1.32% | -1.06% | EXIT | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | +0.08% | +4.73% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | -0.03% | +0.78% | |
| 18 | ILMN | Illumina INC | 股票-医疗保健 | 1.15% | — | — | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | — | -11.00% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | — | -6.44% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | +0.08% | -0.30% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 0.91% | -0.26% | -1.39% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | — | -10.08% | |
| 24 | KFY | Korn Ferry | 股票-工业 | 0.86% | — | — | |
| 25 | ASTH | Astrana Health INC | 股票-其他 | 0.83% | +0.32% | -2.71% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.80% | — | -0.64% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.79% | — | -14.38% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.76% | — | — | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | — | +235.61% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | -0.42% | |
| 31 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.70% | +0.13% | +1.37% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.69% | — | +0.87% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -6.62% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | -5.83% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.66% | — | -2.10% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | — | +3.74% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.14% | +5.86% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.64% | — | +0.73% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | -0.56% | |
| 40 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.58% | — | +1.32% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.57% | — | — | |
| 42 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.56% | — | +7.97% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | +0.11% | +3.62% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.31% | -5.14% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.51% | — | -11.03% | |
| 46 | CUSD | Crossingbridge Ultra-short D | ETF-其他 | 0.51% | — | -4.57% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.49% | — | -4.86% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | — | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.47% | +0.09% | +0.42% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | -0.20% |