CIK: 0002036975
申报总市值
US$2.4亿
仅显示前 200 大持股（共 316 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 | 7.00% | +0.71% | -0.17% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.84% | +0.80% | +6.70% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.80% | +0.01% | +3.30% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.38% | +0.56% | +6.97% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.77% | -0.01% | +25.67% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.64% | +3.39% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.05% | -0.30% | +2.12% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.26% | +3.44% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | -0.26% | +2.06% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.84% | +0.18% | +11.17% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.72% | — | — | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.12% | +2.24% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.45% | +0.05% | +2.12% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | -0.20% | +3.72% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.37% | — | +28.90% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | -0.10% | +6.72% | |
| 17 | C | Citigroup INC | 股票-金融 | 1.25% | — | — | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.24% | +0.18% | -2.42% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.13% | -0.26% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | — | |
| 21 | AMP | Ameriprise Financial INC | 股票-金融 | 0.90% | — | +7.06% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.89% | — | +2.38% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.88% | — | +6.07% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | — | +1.29% | |
| 25 | WMB | Williams Cos INC | 股票-能源 | 0.82% | +0.08% | +1.03% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | +0.10% | +7.23% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.81% | — | +2.12% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.28% | +4.75% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | -4.76% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.75% | -0.13% | +0.11% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +5.74% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.73% | +0.08% | +2.87% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.73% | — | -0.46% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | +1.69% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.68% | — | — | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 0.67% | — | +1.39% | |
| 37 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.65% | +0.06% | +3.40% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | -0.19% | -2.01% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | +0.12% | -3.64% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | +0.07% | +2.96% | |
| 41 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.61% | — | +0.20% | |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.61% | — | -0.71% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | +0.07% | +4.65% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | -0.15% | +8.54% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.58% | +0.06% | +8.18% | |
| 46 | SHOP | Shopify INC - Class A | 股票-科技 | 0.58% | -0.20% | — | |
| 47 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.54% | -0.09% | -6.37% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.54% | — | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.53% | — | +0.49% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +0.83% |