CIK: 0000899051
申报总市值
US$93.5亿
仅显示前 200 大持股（共 628 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 17.77% | -8.08% | +964.50% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 6.27% | -1.01% | +23.48% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.03% | -1.38% | -4.13% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.95% | -2.44% | +112.88% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.91% | +5.60% | +3574.62% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 4.15% | +0.16% | -23.35% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.33% | -1.65% | +3368.19% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.88% | -2.21% | +3234.15% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -1.05% | +3304.17% | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 2.15% | — | — | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.81% | -0.12% | +3305.38% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.72% | +0.42% | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.31% | +0.97% | +61.66% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.12% | -0.12% | +3242.66% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 1.02% | -0.17% | +3285.93% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | -0.51% | +3224.19% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.94% | — | +26.10% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.90% | -0.09% | +3333.30% | |
| 19 | LIF | Life360 INC | 股票-其他 | 0.88% | -0.32% | — | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | — | +3178.30% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.04% | +3259.63% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.59% | — | -1.37% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | -0.09% | +3191.08% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.53% | — | +122.62% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +3227.75% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.03% | +3387.99% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.24% | +3232.37% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | — | +3187.08% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.38% | -0.01% | +3338.54% | |
| 30 | EQIX | Equinix INC | 股票-房地产 | 0.37% | — | -1.96% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | +0.09% | +3148.15% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.35% | +0.08% | +3209.32% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | +0.03% | +3290.59% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | +0.03% | +3225.59% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.33% | +0.03% | +3171.03% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | +0.12% | +4270.31% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.28% | — | +3301.44% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.27% | — | +3114.88% | |
| 39 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.27% | — | +66.25% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.27% | — | +3746.59% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.25% | -0.22% | — | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.24% | — | +3233.00% | |
| 43 | PLD | Prologis INC | 股票-房地产 | 0.23% | — | +111.72% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.22% | +0.04% | +2983.28% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.22% | +0.13% | +3103.09% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.22% | +0.06% | +3160.98% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.21% | — | +21.12% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.21% | — | — | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | — | — | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.19% | — | — |