CIK: 0001480916
申报总市值
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仅显示前 200 大持股（共 221 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 | 12.20% | — | -3.91% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.68% | — | -3.33% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.83% | — | -4.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.43% | — | -2.41% | |
| 5 | TROW | T Rowe Price Group INC | 股票-金融 | 3.39% | — | -5.20% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.34% | — | +44.02% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.04% | — | +3.33% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.68% | — | -2.44% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.55% | — | +9.98% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.42% | — | -2.12% | |
| 11 | AXSM | Axsome Therapeutics INC | 股票-医疗保健 | 1.95% | — | -3.00% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.72% | — | -1.24% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.53% | — | -0.19% | |
| 14 | ALGN | Align Technology INC | 股票-医疗保健 | 1.41% | — | -10.59% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 1.39% | — | +4.26% | |
| 16 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.36% | — | -4.56% | |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.34% | — | -4.80% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.27% | — | -1.92% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.23% | — | -1.69% | |
| 20 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 1.21% | — | +0.34% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.12% | — | -4.74% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.03% | — | +14.94% | |
| 23 | ✓ | Bank Montreal Medium | 股票-其他 | 1.02% | — | — | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.92% | — | -2.53% | |
| 25 | PWR | Quanta Services INC | 股票-工业 | 0.86% | — | -1.07% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | — | -0.03% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.73% | — | -1.26% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | -3.63% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | — | -8.83% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +0.64% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | — | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | — | -4.80% | |
| 33 | PYPL | Paypal Holdings INC | 股票-金融 | 0.61% | — | -5.40% | |
| 34 | HBMD | Howard Bancorp INC | 股票-其他 | 0.60% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -18.98% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | -6.15% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | +2.53% | |
| 38 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.56% | — | -1.31% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | — | -1.82% | |
| 40 | SD2 | Sandy Spring Bancorp INC | 股票-其他 | 0.54% | — | — | |
| 41 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.54% | — | +385.53% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.51% | — | +2.21% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | -0.42% | |
| 44 | SPGI | S&p Global INC | 股票-金融 | 0.42% | — | +8.97% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.40% | — | -7.66% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.38% | — | -7.31% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.38% | — | -0.98% | |
| 49 | AKX | Ansys INC | 股票-其他 | 0.37% | — | +19.74% | |
| 50 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.35% | — | +311.38% |