CIK: 0001055980
申报总市值
US$32.5亿
仅显示前 200 大持股（共 3093 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 | AAPL | Apple INC | 股票-科技 | 3.00% | -0.22% | -2.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.86% | -0.06% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.54% | — | +5143.40% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.70% | -1.72% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.15% | -0.19% | -1.03% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.84% | +0.08% | +606.45% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.44% | -0.12% | +0.55% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.41% | — | +769.24% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.37% | — | +242857.14% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.07% | -0.15% | -1.66% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.07% | — | +1500.86% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.16% | -1.83% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | -0.12% | -0.00% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.09% | -1.95% | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 0.65% | — | -0.84% | |
| 16 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.63% | — | +4.60% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.22% | -0.58% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | -0.07% | +1168.31% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | -0.07% | +148.16% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | +154.01% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.54% | — | +273.33% | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.48% | +0.06% | -1.16% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.45% | — | -0.83% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -2.55% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.43% | -0.08% | -0.87% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | -0.69% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -5.07% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.41% | — | +130.88% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | — | -1.81% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.41% | — | -3.87% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.40% | -0.16% | -0.57% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | -0.44% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | +0.11% | -0.85% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.35% | — | +6.68% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | -3.19% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | -1.59% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事业 | 0.31% | — | -1.53% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.31% | — | -1.30% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.31% | — | -1.20% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | -1.51% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.30% | — | -0.43% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | — | -3.83% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.30% | -0.09% | -0.74% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.30% | +0.08% | -1.00% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | — | -1.66% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | — | -0.67% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.29% | — | -1.38% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.28% | — | -0.05% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.28% | — | -1.55% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.27% | — | -1.53% |