CIK: 0002036975
申报总市值
US$2.4亿
仅显示前 200 大持股（共 283 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.03% | +0.71% | -0.14% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.91% | +0.80% | -2.88% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.71% | +0.01% | +0.40% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.33% | +0.56% | -2.62% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.92% | -0.30% | +1.31% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.64% | +2.97% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.88% | -0.01% | -0.70% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.88% | -0.26% | +1.01% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.74% | — | — | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | -0.26% | +4.00% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.70% | +0.18% | -0.52% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.52% | +0.05% | -0.22% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.12% | -12.49% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | -0.20% | +1.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.10% | -0.84% | |
| 16 | C | Citigroup INC | 股票-金融 | 1.18% | — | +0.42% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | — | -1.74% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | -0.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | — | +0.09% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.98% | -0.13% | +4.99% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 0.96% | — | +1.24% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.96% | — | -0.66% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.28% | +1.75% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | +0.10% | -0.30% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.87% | +0.18% | -0.65% | |
| 27 | WMB | Williams Cos INC | 股票-能源 | 0.87% | +0.08% | -12.80% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | +16.41% | |
| 29 | AMP | Ameriprise Financial INC | 股票-金融 | 0.85% | — | -28.83% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.82% | -0.13% | +0.13% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | -1.50% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | -1.72% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.78% | +0.07% | -0.36% | |
| 34 | MDT | Medtronic plc | 股票-医疗保健 | 0.76% | — | +7.07% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | +0.07% | +9.90% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | — | — | |
| 37 | HON | Honeywell International INC | 股票-工业 | 0.72% | +0.08% | +1.46% | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.71% | — | -14.17% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | +0.12% | -2.96% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.69% | — | -0.72% | |
| 41 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.65% | — | -1.70% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | — | +9.48% | |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.62% | — | -6.49% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | -0.19% | +18.77% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | -0.15% | +10.83% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.58% | +0.06% | +0.89% | |
| 47 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.58% | +0.06% | -1.57% | |
| 48 | DOW | Dow INC | 股票-原材料 | 0.57% | +0.14% | +39.84% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | +0.08% | +0.20% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | — | — |