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US Stock Holdings
Last updated：2026-05-12
Stock
Weight
Google
GOOGL
7.46%
Nvidia
NVDA
7.42%
Microsoft
MSFT
7.42%
Palantir
PLTR
7.37%
Intel
INTC
7.22%
Apple
AAPL
6.12%
Visa
V
4.39%
波克夏
BRK.B
3.96%
CloudFlare
NET
2.86%
Marvell
MRVL
2.24%
AbbVie
ABBV
1.94%
Applied
AAOI
1.37%
Costco
COST
1.33%
Lockheed Martin
LMT
1.22%
CrowdStrike
CRWD
1.18%
REITs
O
0.83%
Lumentum
LITE
0.46%
Weights represent portfolio allocation only. No dollar amounts shown.