CIK: 0001055290
申报总市值
US$16.3亿
仅显示前 200 大持股（共 256 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 | 5.95% | -0.11% | -0.37% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | — | -0.82% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.75% | — | +0.03% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.29% | +0.06% | -0.05% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.76% | +0.05% | -7.97% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.72% | -0.10% | -0.55% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.66% | -0.02% | -0.01% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.35% | +0.21% | -7.24% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.83% | -0.02% | -5.26% | |
| 10 | GEV | GE Vernova INC | 股票-工业 | 1.82% | +0.22% | -8.23% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.76% | — | +1.12% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.67% | — | +3.70% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.64% | — | +4.82% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.63% | +0.06% | -1.27% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.62% | -0.44% | -0.84% | |
| 16 | MU | Micron Technology INC | 股票-科技 | 1.47% | +3.25% | -5.25% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.35% | +0.01% | +0.68% | |
| 18 | NFLX | Netflix INC | 股票-通信服务 | 1.35% | -0.44% | -0.86% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 1.22% | -0.05% | +1.35% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.19% | +0.05% | +1.88% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | +3.61% | |
| 22 | BX | Blackstone INC | 股票-金融 | 1.12% | — | +0.49% | |
| 23 | ICE | Intercontinental Exchange In | 股票-金融 | 1.12% | -0.32% | +2.34% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | +0.09% | +3.99% | |
| 25 | INTU | Intuit INC | 股票-科技 | 1.09% | -0.12% | +7.49% | |
| 26 | WELL | Welltower INC | 股票-房地产 | 1.07% | +0.06% | +0.17% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.06% | +0.25% | -9.20% | |
| 28 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.02% | — | +1.17% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.00% | — | +0.54% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.93% | +0.23% | +293.60% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.92% | — | +0.89% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | -0.01% | -2.60% | |
| 33 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.89% | +0.16% | — | |
| 34 | KTOS | Kratos Defense & Security | 股票-工业 | 0.84% | -0.25% | — | |
| 35 | CW | Curtiss-wright CORP | 股票-工业 | 0.83% | -0.03% | +0.72% | |
| 36 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.83% | +0.14% | +0.04% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | +0.06% | -1.50% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.83% | +0.04% | +0.04% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.80% | — | +0.21% | |
| 40 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.80% | — | +1.06% | |
| 41 | ROP | Roper Technologies INC | 股票-科技 | 0.76% | — | -0.19% | |
| 42 | SYK | Stryker CORP | 股票-医疗保健 | 0.75% | — | +2.52% | |
| 43 | VMC | Vulcan Materials Co | 股票-原材料 | 0.75% | — | -0.34% | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.75% | — | -1.25% | |
| 45 | NOW | Servicenow INC | 股票-科技 | 0.73% | — | +4.88% | |
| 46 | VRSK | Verisk Analytics INC | 股票-工业 | 0.73% | — | +0.97% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.72% | +0.01% | +0.03% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | — | -1.55% | |
| 49 | EVR | Evercore INC - A | 股票-金融 | 0.69% | +0.01% | +0.85% | |
| 50 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.66% | — | +8.88% |