CIK: 0001569071
申报总市值
US$4.4亿
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 | MMM | 3m Co | 股票-工业 | 6.47% | — | -0.29% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.67% | — | -7.42% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-其他 | 3.81% | — | -14.03% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | — | -5.56% | |
| 5 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 2.49% | — | -16.16% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.26% | — | +0.49% | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 1.63% | — | -3.42% | |
| 8 | BA | Boeing Co/the | 股票-工业 | 1.53% | — | -8.56% | |
| 9 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.51% | — | -15.56% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.43% | — | -19.99% | |
| 11 | ADBE | Adobe INC | 股票-科技 | 1.41% | — | -0.35% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | — | +0.61% | |
| 13 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.26% | — | -24.06% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | — | -6.18% | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.22% | — | +76.39% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | — | -0.74% | |
| 17 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.12% | — | -22.86% | |
| 18 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 1.06% | — | -15.16% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.03% | — | -2.23% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | — | +0.08% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | -3.73% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.96% | — | -14.65% | |
| 23 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 0.95% | — | -34.70% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.95% | — | -24.89% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | — | -1.16% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.93% | — | -19.37% | |
| 27 | BIIB | Biogen INC | 股票-医疗保健 | 0.92% | — | -2.83% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.85% | — | -4.82% | |
| 29 | URI | United Rentals INC | 股票-工业 | 0.82% | — | -7.73% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.81% | — | -6.04% | |
| 31 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.81% | — | +0.16% | |
| 32 | DWMF | Wisdomtree International Mul | ETF-其他 | 0.80% | — | -16.25% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.79% | — | -0.75% | |
| 34 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.78% | — | -16.66% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | — | -1.00% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | — | -4.71% | |
| 37 | AMAT | Applied Materials INC | 股票-科技 | 0.71% | — | -2.96% | |
| 38 | PYPL | Paypal Holdings INC | 股票-金融 | 0.71% | — | +81.34% | |
| 39 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.69% | — | -17.29% | |
| 40 | VMC | Vulcan Materials Co | 股票-原材料 | 0.67% | — | -1.95% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | — | -22.30% | |
| 42 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.65% | — | -1.43% | |
| 43 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.65% | — | -17.65% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.64% | — | -12.36% | |
| 45 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.64% | — | +1.69% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.64% | — | -3.79% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | — | -28.68% | |
| 48 | ILMN | Illumina INC | 股票-医疗保健 | 0.60% | — | +0.32% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | -24.64% | |
| 50 | PANW | Palo Alto Networks INC | 股票-科技 | 0.57% | — | +9.44% |