CIK: 0000842180
申报总市值
US$142.9亿
仅显示前 200 大持股（共 712 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 | 4.51% | -0.55% | +9.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.98% | -0.37% | -8.63% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.16% | — | +9.37% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.93% | +0.18% | -1.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.34% | +3.94% | -41.17% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.02% | +0.13% | +33.67% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.91% | -0.33% | +2.26% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.90% | +0.53% | +15.32% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | -0.60% | -9.64% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.33% | — | +40.14% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.09% | — | +74.60% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 1.03% | -0.39% | +107.27% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | — | +8.42% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.94% | -0.73% | +392.36% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.90% | — | +4.72% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.86% | — | +18.37% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | — | -14.78% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.81% | — | +10.05% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 0.81% | — | -2.30% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.79% | — | -3.26% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.78% | — | -8.11% | |
| 22 | CAT | Caterpillar INC | 股票-工业 | 0.77% | — | +171.17% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | — | +36.01% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | — | -58.23% | |
| 25 | NFLX | Netflix INC | 股票-通信服务 | 0.71% | +0.21% | -11.40% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | +0.18% | +1.22% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | — | -17.96% | |
| 28 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.63% | -0.13% | +3.85% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.61% | — | +4.14% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.61% | -0.14% | +5.87% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | -1.52% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | -4.99% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | +5.61% | |
| 34 | BIIB | Biogen INC | 股票-医疗保健 | 0.56% | -0.13% | +19.54% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | +7.74% | |
| 36 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.55% | -0.17% | +3.76% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | — | +17.08% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | -7.71% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.53% | — | -34.44% | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.53% | — | -10.14% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.53% | — | -12.89% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.52% | — | +5.35% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.51% | — | +90.14% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.50% | +0.17% | -0.25% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.50% | — | -6.11% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.49% | — | +8.60% | |
| 47 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.48% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | +11.54% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | — | -5.90% | |
| 50 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 0.44% | — | +9.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.7% | +392.36% | 加仓 |
| 2 | CAT | Caterpillar INC | +0.6% | +171.17% | 加仓 |
| 3 | VALE | Vale Sa-sp Adr | +0.5% | NEW | 新建仓 |
| 4 | UNH | Unitedhealth Group INC | +0.4% | +74.60% | 加仓 |
| 5 | IXG | Ishares Global Financials Et | +0.3% | NEW | 新建仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +36.01% | 加仓 |
| 7 | BLKCHF | Blackrock INC | +0.3% | +623.53% | 加仓 |
| 8 | MRK | Merck & Co. INC. | +0.2% | +18.37% | 加仓 |
| 9 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +90.14% | 加仓 |
| 10 | IXC | Ishares Global Energy ETF | +0.2% | +99.76% | 加仓 |
| 11 | XLV | Ss Health Care Select Sector | +0.2% | +242.24% | 加仓 |
| 12 | MRNA | Moderna INC | +0.2% | +311.91% | 加仓 |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +177.04% | 加仓 |
| 14 | AVGO | Broadcom INC | +0.2% | +10.05% | 加仓 |
| 15 | HUM | Humana INC | +0.2% | +575.45% | 加仓 |
| 16 | GILD | Gilead Sciences INC | +0.2% | +3.85% | 加仓 |
| 17 | AZO | Autozone INC | +0.2% | +524.57% | 加仓 |
| 18 | EWY | Ishares Msci South Korea ETF | +0.1% | +85.59% | 加仓 |
| 19 | BKNG | Booking Holdings INC | +0.1% | +55.45% | 加仓 |
| 20 | HON | Honeywell International INC | +0.1% | +258.38% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +40.14% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +8.42% | 加仓 |
| 23 | COP | Conocophillips | +0.1% | +77.90% | 加仓 |
| 24 | EBAY | Ebay INC | +0.1% | +233.20% | 加仓 |
| 25 | ECH | Ishares Msci Chile ETF | +0.1% | +740.39% | 加仓 |
| 26 | SLB | Slb LTD | +0.1% | +6.59% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +11.54% | 加仓 |
| 28 | FXI | Ishares China Large-cap ETF | +0.1% | +76.58% | 加仓 |
| 29 | EWT | Ishares Msci Taiwan ETF | +0.1% | +197.86% | 加仓 |
| 30 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +166.28% | 加仓 |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +15.32% | 加仓 |
| 32 | GLD | Spdr Gold Shares | +0.1% | +45.66% | 加仓 |
| 33 | AMGN | Amgen INC | +0.1% | +5.87% | 加仓 |
| 34 | MA | Mastercard INC - A | +0.1% | -3.26% | 减仓 |
| 35 | IBM | Intl Business Machines CORP | +0.1% | +5.61% | 加仓 |
| 36 | ABBV | Abbvie INC | +0.1% | -2.30% | 减仓 |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +9.37% | 加仓 |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.82% | 减仓 |
| 39 | EWZ | Ishares Msci Brazil ETF | -0.2% | -36.21% | 减仓 |
| 40 | XLE | Ss Energy Select Sector | -0.2% | -36.32% | 减仓 |
| 41 | KO | Coca-cola Co/the | -0.3% | -34.44% | 减仓 |
| 42 | COIN | Coinbase Global INC -class A | -0.3% | +14.95% | 加仓 |
| 43 | PYPL | Paypal Holdings INC | -0.3% | -12.89% | 减仓 |
| 44 | QCOM | Qualcomm INC | -0.3% | -44.46% | 减仓 |
| 45 | EEM | Ishares Msci Emerging Market | -0.3% | -69.22% | 减仓 |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -9.64% | 减仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -61.73% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.7% | -8.63% | 减仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -1.3% | -58.23% | 减仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.8% | -41.17% | 减仓 |