CIK: 0000842180
申报总市值
US$142.9亿
仅显示前 200 大持股（共 690 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 | NVDA | Nvidia CORP | 股票-科技 | 5.86% | — | +1.95% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.89% | -0.37% | -22.55% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.80% | -0.55% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.58% | +3.94% | +30.78% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.60% | +0.13% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.39% | -0.33% | +9.52% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.07% | — | +6.19% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 2.37% | — | +24.42% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.20% | -0.60% | -4.29% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.68% | +0.53% | -6.80% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.49% | — | -24.37% | |
| 12 | COIN | Coinbase Global INC -class A | 股票-金融 | 1.35% | — | -25.93% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.26% | — | +3.80% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | +0.18% | +13.92% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | — | -11.64% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 0.98% | — | -8.77% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.97% | — | -19.34% | |
| 18 | CRM | Salesforce INC | 股票-科技 | 0.78% | — | +1.07% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 0.70% | -0.39% | +8.72% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | -5.72% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | -10.17% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | -0.14% | -1.01% | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 0.61% | — | +10.38% | |
| 24 | PYPL | Paypal Holdings INC | 股票-金融 | 0.61% | — | -5.11% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.60% | -0.14% | +4.10% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.58% | — | -9.41% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | -56.30% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | -0.68% | +1202.89% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | -4.20% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.54% | — | — | |
| 31 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.54% | -0.13% | -5.14% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | — | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | — | — | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | — | -2.27% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | — | -4.43% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | — | -8.75% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.46% | — | -5.93% | |
| 38 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.45% | — | -4.44% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.44% | — | -8.77% | |
| 40 | GM | General Motors Co | 股票-周期性消费 | 0.43% | — | -12.36% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.43% | +0.27% | -3.34% | |
| 42 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.41% | — | -2.76% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | — | -9.99% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.39% | — | +1.56% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.39% | -0.16% | +382.89% | |
| 46 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.38% | +0.13% | +59.82% | |
| 47 | FISV | Fiserv INC | 股票-其他 | 0.38% | — | -2.22% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | — | |
| 49 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.37% | -0.17% | -4.91% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.37% | — | -2.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +4.8% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com INC | +3.6% | NEW | 新建仓 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +30.78% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.9% | +1.95% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.8% | +9.52% | 加仓 |
| 6 | XLF | Ss Financial Select Sector | +0.7% | +24.42% | 加仓 |
| 7 | AXP | American Express Co | +0.5% | NEW | 新建仓 |
| 8 | BAC | Bank Of America CORP | +0.5% | NEW | 新建仓 |
| 9 | XLK | Ss Technology Select Sector | +0.5% | +1202.89% | 加仓 |
| 10 | AMD | Advanced Micro Devices | +0.5% | NEW | 新建仓 |
| 11 | AVGO | Broadcom INC | +0.4% | +3.80% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | +6.19% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | 新建仓 |
| 14 | VTIP | Vanguard Short-term Tips | +0.3% | +382.89% | 加仓 |
| 15 | TSLA | Tesla INC | +0.3% | +8.72% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.3% | -4.29% | 减仓 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.3% | +233.85% | 加仓 |
| 18 | AMAT | Applied Materials INC | +0.3% | NEW | 新建仓 |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | +0.3% | NEW | 新建仓 |
| 20 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 21 | MELI | Mercadolibre INC | +0.2% | +857.26% | 加仓 |
| 22 | AMGN | Amgen INC | +0.2% | NEW | 新建仓 |
| 23 | ADI | Analog Devices INC | +0.2% | NEW | 新建仓 |
| 24 | MRVL | Marvell Technology INC | +0.2% | +171.20% | 加仓 |
| 25 | ANET | Arista Networks INC | +0.2% | NEW | 新建仓 |
| 26 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -14.36% | 减仓 |
| 27 | ✓ | Abbott Labs | -0.2% | EXIT | 清仓 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -19.34% | 减仓 |
| 29 | ✓ | -0.2% | EXIT | 清仓 | |
| 30 | SMCIUSD | Super Micro Computer INC | -0.2% | EXIT | 清仓 |
| 31 | ✓ | -0.2% | EXIT | 清仓 | |
| 32 | XLV | Ss Health Care Select Sector | -0.2% | -87.23% | 减仓 |
| 33 | ✓ | -0.2% | EXIT | 清仓 | |
| 34 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清仓 |
| 35 | ✓ | Amgen INC | -0.3% | EXIT | 清仓 |
| 36 | ✓ | -0.3% | EXIT | 清仓 | |
| 37 | IWM | Ishares Russell 2000 ETF | -0.3% | -86.64% | 减仓 |
| 38 | EWY | Ishares Msci South Korea ETF | -0.3% | -85.28% | 减仓 |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | -0.4% | -24.37% | 减仓 |
| 40 | ✓ | American Express Co | -0.5% | EXIT | 清仓 |
| 41 | ✓ | -0.5% | EXIT | 清仓 | |
| 42 | ✓ | -0.5% | EXIT | 清仓 | |
| 43 | ✓ | -0.5% | EXIT | 清仓 | |
| 44 | GDX | Vaneck Gold Miners ETF | -0.5% | -97.90% | 减仓 |
| 45 | INDA | Ishares Msci India ETF | -0.6% | -93.12% | 减仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -56.30% | 减仓 |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.9% | -74.35% | 减仓 |
| 48 | MSFT | Microsoft CORP | -1.2% | -22.55% | 减仓 |
| 49 | ✓ | Amazon.com Inc | -3.7% | EXIT | 清仓 |
| 50 | ✓ | -5.5% | EXIT | 清仓 |