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 | 7.09% | +0.71% | +4.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.92% | +0.01% | +2.91% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.89% | +0.80% | +4.31% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.40% | +0.56% | +3.78% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.95% | -0.01% | +2.56% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.33% | -0.64% | -1.46% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.80% | -0.26% | +0.21% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.77% | -0.30% | -1.56% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | -0.26% | +0.79% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.94% | +0.18% | +4.41% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | -0.20% | -2.05% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.67% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.12% | -0.67% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.44% | +0.05% | -0.38% | |
| 15 | C | Citigroup INC | 股票-金融 | 1.38% | — | — | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.38% | +0.18% | +0.47% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.32% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.23% | -0.10% | -1.72% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.03% | — | +1.12% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | -0.13% | -2.30% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.99% | — | — | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 0.90% | — | +7.94% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.28% | +10.44% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | +0.10% | +6.36% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.82% | -0.19% | -0.34% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | — | +1.19% | |
| 27 | WMB | Williams Cos INC | 股票-能源 | 0.78% | +0.08% | +2.99% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | +6.74% | |
| 29 | AMP | Ameriprise Financial INC | 股票-金融 | 0.78% | — | +2.42% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | +65.64% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.72% | — | -3.86% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | +6.45% | |
| 33 | SHOP | Shopify INC - Class A | 股票-科技 | 0.68% | -0.20% | +0.14% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | -0.13% | -0.23% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 0.67% | — | +0.56% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.66% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | +1.60% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | +0.07% | +4.59% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.62% | +0.08% | +2.20% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.60% | +0.06% | +3.35% | |
| 41 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.59% | +0.06% | -0.29% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +0.17% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.58% | — | -2.14% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | +0.07% | -6.89% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | -0.15% | +1.61% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.56% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | -0.09% | -8.08% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | +0.12% | +0.93% | |
| 49 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.53% | — | -10.51% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.53% | — | — |