CIK: 0002011550
申报总市值
US$8272.0万
仅显示前 200 大持股（共 233 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 | 7.05% | -0.35% | -2.57% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.03% | -0.05% | -0.02% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.39% | -0.54% | +0.86% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.33% | -0.57% | -1.61% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.59% | -0.22% | +0.64% | |
| 6 | AKRE | Akre Focus ETF | ETF-其他 | 3.21% | -3.21% | EXIT | |
| 7 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-其他 | 3.13% | +0.34% | +2.42% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.77% | -0.34% | +1.05% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.64% | +0.23% | +1.96% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -0.56% | +1.62% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 2.39% | +0.01% | +1.89% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.38% | — | +3.05% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.08% | +1.08% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 2.32% | -0.29% | -1.56% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 2.32% | — | +0.60% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | -0.21% | +1.04% | |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 2.23% | +0.28% | +3.61% | |
| 18 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 2.11% | +0.02% | +0.43% | |
| 19 | DTCR | Global X Data Center & Digit | ETF-其他 | 2.08% | +0.42% | +4.16% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.06% | — | -0.71% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.03% | +2.71% | +148.78% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 1.89% | +0.33% | +2.31% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.73% | +0.01% | — | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.61% | — | +1.39% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.55% | +0.25% | +1.36% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 1.50% | +0.01% | +0.29% | |
| 27 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 1.47% | +0.04% | +3.19% | |
| 28 | MLPA | Global X Mlp ETF | ETF-其他 | 1.44% | +0.91% | -1.82% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.31% | +0.43% | -1.79% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.26% | +0.18% | +2.36% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.01% | -0.01% | +0.52% | |
| 32 | PLD | Prologis INC | 股票-房地产 | 0.97% | +0.10% | +0.47% | |
| 33 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.95% | -0.01% | -0.30% | |
| 34 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.90% | -0.90% | -0.52% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.02% | -6.40% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.73% | — | +1.02% | |
| 37 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.71% | — | +1.82% | |
| 38 | ZM | Zoom Communications INC | 股票-科技 | 0.71% | -0.71% | +0.35% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.65% | -0.18% | +28.82% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.63% | -0.11% | -2.76% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +4.65% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.49% | — | +0.23% | |
| 43 | TRP | Tc Energy CORP | 股票-能源 | 0.46% | +0.09% | +1.04% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | -0.06% | -0.35% | |
| 45 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.44% | — | -14.31% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.44% | -0.44% | EXIT | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | — | +0.32% | |
| 48 | PGX | Invesco Preferred ETF | ETF-其他 | 0.35% | — | +0.15% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.29% | -0.01% | +0.14% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.29% | — | — |