CIK: 0001055290
申报总市值
US$16.3亿
仅显示前 200 大持股（共 263 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 | 6.12% | -0.11% | -1.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | — | +0.10% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.69% | — | -1.48% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.27% | +0.06% | -0.91% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.86% | +0.21% | -3.65% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.74% | -0.02% | -0.51% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 2.73% | +0.05% | -3.97% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.70% | -0.10% | -0.97% | |
| 9 | MU | Micron Technology INC | 股票-科技 | 2.21% | +3.25% | -9.99% | |
| 10 | GEV | GE Vernova INC | 股票-工业 | 1.86% | +0.22% | -1.72% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.85% | -0.02% | +0.26% | |
| 12 | MS | Morgan Stanley | 股票-金融 | 1.77% | +0.06% | -0.94% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.60% | -0.44% | +101.08% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.60% | — | -0.75% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.47% | — | +0.43% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.46% | — | -0.95% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | +0.01% | -0.43% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.23% | -0.38% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 1.25% | -0.05% | +0.25% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.18% | +0.05% | -0.99% | |
| 21 | WELL | Welltower INC | 股票-房地产 | 1.14% | +0.06% | +3.78% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | -0.97% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.09% | -1.08% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.07% | -0.32% | +1.61% | |
| 25 | NFLX | Netflix INC | 股票-通信服务 | 1.05% | -0.44% | +916.59% | |
| 26 | INTU | Intuit INC | 股票-科技 | 1.03% | -0.12% | -0.67% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.06% | -2.25% | |
| 28 | BX | Blackstone INC | 股票-金融 | 1.00% | — | +0.83% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.99% | — | +0.71% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.97% | — | +6.96% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.93% | +0.25% | -6.31% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | -0.01% | -0.56% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.84% | — | -0.27% | |
| 34 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.84% | — | +0.90% | |
| 35 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.84% | — | +7.54% | |
| 36 | CW | Curtiss-wright CORP | 股票-工业 | 0.82% | -0.03% | -1.11% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.82% | +0.04% | -0.75% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.82% | +0.01% | -0.02% | |
| 39 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.79% | +0.16% | +1.74% | |
| 40 | QXO | Qxo INC | 股票-工业 | 0.78% | — | — | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.76% | +0.14% | -0.39% | |
| 42 | KTOS | Kratos Defense & Security | 股票-工业 | 0.74% | -0.25% | +8.35% | |
| 43 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.74% | — | -0.08% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.71% | — | +0.84% | |
| 45 | VRSK | Verisk Analytics INC | 股票-工业 | 0.70% | — | +9.47% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | — | -0.23% | |
| 47 | EVR | Evercore INC - A | 股票-金融 | 0.69% | +0.01% | +0.22% | |
| 48 | VMC | Vulcan Materials Co | 股票-原材料 | 0.68% | — | -0.07% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.68% | — | +6.20% | |
| 50 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.66% | -0.59% | +2.30% |