CIK: 0002011550
申报总市值
US$8272.0万
仅显示前 200 大持股（共 303 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 | 8.44% | -0.35% | -1.79% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.24% | -0.05% | -0.22% | |
| 3 | FMB | First Trust Managed Municipa | ETF-其他 | 4.67% | — | -20.42% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.82% | +0.01% | -16.41% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.73% | -0.22% | -1.66% | |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-其他 | 3.55% | +0.34% | +0.36% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.43% | -0.29% | -1.19% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.42% | — | -1.52% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.30% | -0.54% | +0.29% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 3.10% | — | -1.79% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 3.02% | +0.23% | +12.49% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.56% | +2.56% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.47% | -0.34% | +1.44% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.25% | — | -0.08% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.08% | +1.69% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.11% | -0.57% | +2.35% | |
| 17 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 1.98% | +0.04% | -3.52% | |
| 18 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.98% | -0.01% | -15.49% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.93% | +0.01% | — | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.89% | +0.01% | +6.50% | |
| 21 | PLD | Prologis INC | 股票-房地产 | 1.88% | +0.10% | +0.87% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.68% | — | +14.27% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.56% | +0.43% | -1.44% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.44% | +0.33% | -0.82% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.34% | +0.18% | -2.27% | |
| 26 | MLPA | Global X Mlp ETF | ETF-其他 | 0.94% | +0.91% | +13.62% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.90% | -0.01% | +27.23% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.82% | — | -17.72% | |
| 29 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.82% | — | — | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | -0.21% | +674.12% | |
| 31 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.70% | — | -12.47% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | -0.06% | +48.79% | |
| 33 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.62% | -0.90% | +10.55% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | +3.48% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.58% | — | -1.31% | |
| 36 | PGX | Invesco Preferred ETF | ETF-其他 | 0.57% | — | +0.12% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | -5.63% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | -0.06% | -2.35% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | -4.84% | |
| 40 | J | Jacobs Solutions INC | 股票-工业 | 0.48% | — | -14.94% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.48% | — | +7.53% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | -0.11% | +1.02% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.43% | — | -2.37% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | -9.50% | |
| 45 | FPX | First Trust US Equity Opport | ETF-其他 | 0.36% | -0.02% | -2.24% | |
| 46 | BLOK | Amplify Blockchain Tech ETF | ETF-科技型 | 0.33% | — | -3.59% | |
| 47 | PAWZ | Proshares Pet Care ETF | ETF-其他 | 0.33% | — | -11.34% | |
| 48 | PSCH | Invesco S&p Smallcap Health | ETF-其他 | 0.30% | — | -0.51% | |
| 49 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.30% | — | -1.82% | |
| 50 | ROBO | Robo Global Robotics And Aut | ETF-其他 | 0.29% | — | -4.40% |