CIK: 0001055290
申报总市值
US$16.3亿
仅显示前 200 大持股（共 293 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 | 6.22% | -0.11% | +0.18% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.64% | — | +42.47% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.42% | — | +1.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | — | +3.27% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.70% | +0.06% | +2.62% | |
| 6 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.42% | — | -0.04% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.18% | -0.02% | +1985.56% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 2.18% | — | -0.50% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.17% | -0.02% | +0.12% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.10% | +1.00% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.69% | +0.21% | +2.37% | |
| 12 | ZTS | Zoetis INC | 股票-医疗保健 | 1.56% | — | -0.03% | |
| 13 | AMT | American Tower CORP | 股票-房地产 | 1.52% | — | +1.11% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.37% | +0.25% | +1.21% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 1.27% | — | +0.46% | |
| 16 | INTU | Intuit INC | 股票-科技 | 1.21% | -0.12% | -1.25% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.21% | +0.01% | +0.91% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.20% | — | +0.13% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 1.18% | -0.05% | +0.83% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.15% | — | +9.25% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.10% | — | -1.51% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | -0.01% | -1.97% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 1.09% | -0.44% | +20.16% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 1.06% | — | -0.94% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 1.05% | -0.32% | +2.48% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.04% | — | +2.99% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | — | +0.52% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | — | -1.57% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.86% | — | -1.77% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.83% | +0.05% | +4.05% | |
| 31 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.83% | — | +2.33% | |
| 32 | RSG | Republic Services INC | 股票-工业 | 0.81% | — | +2.39% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.78% | +0.05% | +3.91% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.78% | +0.06% | +2.48% | |
| 35 | SIVBEUR | Svb Financial Group | 股票-其他 | 0.75% | — | +0.98% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | +0.06% | +1.41% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.73% | — | -22.98% | |
| 38 | PANW | Palo Alto Networks INC | 股票-科技 | 0.72% | +0.30% | -0.23% | |
| 39 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.71% | — | -2.55% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.69% | +0.04% | +1.83% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | -0.63% | |
| 42 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.67% | -0.59% | +0.48% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | — | -1.10% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.65% | — | +0.32% | |
| 45 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.65% | — | -36.12% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.65% | +0.01% | -4.45% | |
| 47 | ROP | Roper Technologies INC | 股票-科技 | 0.65% | — | -0.77% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.64% | — | +2.41% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | — | -1.38% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.60% | — | -6.09% |