CIK: 0001055980
申报总市值
US$32.5亿
仅显示前 200 大持股（共 3090 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 | 3.29% | -0.22% | -8.28% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.70% | -7.47% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.86% | +0.08% | +2.02% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.85% | -0.12% | +0.32% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.70% | -0.19% | -8.53% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.51% | -0.06% | -24.96% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.49% | — | -6.17% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | -0.22% | -7.68% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.19% | -0.15% | -7.47% | |
| 10 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 1.13% | — | +2.28% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.02% | — | -6.60% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.01% | -0.16% | +8.56% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 0.97% | — | -6.22% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.95% | — | -8.16% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.16% | -2.72% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.80% | -0.12% | +15.01% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | -0.07% | +12.08% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | -0.09% | -8.56% | |
| 19 | ADBE | Adobe INC | 股票-科技 | 0.55% | -0.08% | +0.41% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | +0.11% | +0.79% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | +4.12% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | -0.09% | -4.93% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | +2.03% | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 0.50% | — | +5.48% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | — | +24.74% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | — | +0.06% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | — | -1.22% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | -0.16% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | +0.16% | -0.02% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -5.32% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.42% | — | +8.51% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | — | -4.13% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.08% | -3.61% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | -4.71% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.37% | — | -1.43% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | -0.07% | +9.58% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.35% | — | +10.05% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.33% | — | +79.64% | |
| 39 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 0.33% | — | +4.37% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | +2.27% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.32% | — | -1.11% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.31% | +0.06% | +2.71% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | — | +7.16% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.30% | +0.08% | -5.77% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.30% | — | -3.23% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.30% | -0.09% | -0.07% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.30% | — | -14.25% | |
| 48 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.29% | -0.07% | -0.09% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.26% | — | -4.21% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.26% | -0.08% | +2.48% |