CIK: 0002051491
申报总市值
US$4.6亿
仅显示前 200 大持股（共 263 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 | 10.79% | +0.92% | +1.58% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.84% | +0.30% | -0.26% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.67% | +0.34% | +0.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.54% | +0.46% | +1.88% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | — | +6.18% | |
| 6 | CACI | Caci International INC -cl A | 股票-科技 | 2.85% | -0.88% | — | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.46% | +0.12% | +14.77% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.32% | +0.08% | +14.39% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | — | +7.46% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.14% | +0.27% | -2.66% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.90% | +0.13% | +2.35% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.88% | +0.10% | +0.73% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.75% | -0.33% | +3.88% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.61% | +0.08% | -3.33% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.34% | -0.03% | +18.84% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.15% | +0.06% | +0.35% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | +0.14% | +20.09% | |
| 18 | ILMN | Illumina INC | 股票-医疗保健 | 1.07% | — | -12.43% | |
| 19 | MASI* | Masimo CORP | 股票-其他 | 1.06% | -1.06% | EXIT | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.90% | — | +132.74% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | — | +5.19% | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.81% | — | +2.40% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | +0.08% | +0.96% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.31% | +32.53% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | -2.32% | |
| 26 | BMRC | Bank Of Marin Bancorp/ca | 股票-其他 | 0.73% | — | +0.81% | |
| 27 | NFLX | Netflix INC | 股票-通信服务 | 0.72% | -0.26% | +0.86% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.72% | — | — | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.70% | — | +2.41% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | — | +12.67% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.66% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +4.57% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.65% | -0.33% | +143.39% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.65% | +0.06% | +61.92% | |
| 35 | KFY | Korn Ferry | 股票-工业 | 0.64% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +16.76% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.61% | — | +80.33% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | — | +0.34% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | -0.02% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.55% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.55% | — | +1089.89% | |
| 42 | XSHQ | Invesco S&p Smallcap Quality | ETF-其他 | 0.54% | -0.54% | EXIT | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | -0.52% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | +0.11% | +12.10% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.52% | — | +0.12% | |
| 46 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.48% | +0.13% | -2.18% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | -0.74% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.47% | — | -1.34% | |
| 49 | ASTH | Astrana Health INC | 股票-其他 | 0.47% | +0.32% | -2.10% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | — | +13.00% |