CIK: 0002036975
申报总市值
US$2.4亿
仅显示前 200 大持股（共 376 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 | 7.20% | +0.71% | +3.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.02% | +0.01% | +5.10% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.92% | +0.80% | +4.58% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.36% | +0.56% | +3.71% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.87% | -0.01% | +2.51% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.64% | +5.17% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.93% | -0.26% | +3.73% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.87% | -0.30% | +4.60% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -0.26% | +5.29% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.99% | -0.20% | -5.20% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.86% | +0.18% | +2.42% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.64% | — | — | |
| 13 | C | Citigroup INC | 股票-金融 | 1.52% | — | +1.65% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.12% | -0.64% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.40% | +0.18% | +2.76% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.39% | +0.05% | +1.04% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | — | +1.66% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.27% | -0.10% | +6.33% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | +0.67% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.94% | — | -2.39% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.28% | +7.48% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.13% | +4.28% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.85% | — | +2.16% | |
| 24 | AMP | Ameriprise Financial INC | 股票-金融 | 0.85% | — | +15.49% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.81% | -0.19% | +3.18% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.80% | +0.10% | +6.14% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | +5.79% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | -0.35% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.76% | — | +1.54% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | -0.09% | +10.46% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | +0.07% | +0.21% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | +24.94% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | +4.57% | |
| 34 | WMB | Williams Cos INC | 股票-能源 | 0.71% | +0.08% | +1.39% | |
| 35 | SHOP | Shopify INC - Class A | 股票-科技 | 0.70% | -0.20% | +0.25% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | +11.15% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.65% | — | +0.45% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | — | — | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | -0.11% | +46.77% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | — | -0.84% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.61% | — | +8.06% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.13% | +1.73% | |
| 43 | HON | Honeywell International INC | 股票-工业 | 0.60% | +0.08% | +10.26% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.57% | +0.06% | +5.02% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | +0.07% | +2.35% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.56% | -0.15% | +1.73% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.53% | — | -1.91% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +31.44% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.12% | +9.33% | |
| 50 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.51% | +0.06% | +2.51% |