CIK: 0000842180
申报总市值
US$142.9亿
仅显示前 200 大持股（共 727 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.72% | +3.94% | +65.37% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.83% | -0.55% | +15.98% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.67% | — | +1.60% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.62% | -0.37% | +5.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.62% | -0.33% | -6.43% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.60% | — | +8.39% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.23% | +0.13% | +12.77% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.76% | +0.18% | +185.24% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.76% | -0.60% | +1.31% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.66% | — | +1.91% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.64% | +0.53% | +13.36% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.07% | +0.27% | +5.00% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.05% | — | -19.40% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.98% | — | +16.05% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | — | +3.34% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | -0.68% | -36.12% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 0.76% | — | -0.19% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | -0.73% | +1248.25% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | -0.14% | +65.70% | |
| 20 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.71% | — | -34.89% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | -0.39% | -31.44% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | — | +7.29% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.65% | — | -65.74% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +6.69% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | — | +7.88% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | -5.86% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.63% | — | +1.66% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.61% | -0.54% | -22.39% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | -66.86% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.53% | — | +19.36% | |
| 31 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.50% | -0.17% | +79.72% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | — | +5.19% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | -2.00% | |
| 34 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.49% | -0.13% | +1.51% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +6.65% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +46.68% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.45% | — | -40.22% | |
| 38 | NOW | Servicenow INC | 股票-科技 | 0.45% | — | +25.42% | |
| 39 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.44% | +0.13% | +20.73% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | +26.97% | |
| 41 | APP | Applovin Corp-class A | 股票-科技 | 0.43% | -0.15% | +56.12% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | — | +50.20% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | +0.17% | +74.38% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.41% | -0.14% | +8.68% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.40% | — | -32.48% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.38% | — | +8.47% | |
| 47 | NFLX | Netflix INC | 股票-通信服务 | 0.38% | +0.21% | +61.91% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.38% | — | +14.21% | |
| 49 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.38% | — | +1.75% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.36% | — | +10.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.9% | +65.37% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +1.60% | 减仓 |
| 3 | XLK | Ss Technology Select Sector | +0.7% | -36.12% | 加仓 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.7% | +1248.25% | 加仓 |
| 5 | AAPL | Apple INC | +0.5% | +15.98% | 加仓 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.5% | +185.24% | 加仓 |
| 7 | EWY | Ishares Msci South Korea ETF | +0.5% | +79.72% | 加仓 |
| 8 | AVGO | Broadcom INC | +0.4% | +1.91% | 减仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | +7.29% | 加仓 |
| 10 | APP | Applovin Corp-class A | +0.3% | +56.12% | 加仓 |
| 11 | NOW | Servicenow INC | +0.3% | +25.42% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.2% | +1.66% | 加仓 |
| 13 | LRCX | Lam Research CORP | +0.2% | +84.59% | 加仓 |
| 14 | EWC | Ishares Msci Canada ETF | +0.2% | +870.98% | 加仓 |
| 15 | EWT | Ishares Msci Taiwan ETF | +0.2% | -1.86% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -6.43% | 减仓 |
| 17 | CSCO | Cisco Systems INC | +0.2% | +6.65% | 加仓 |
| 18 | DIS | Walt Disney Co/the | +0.2% | +65.70% | 加仓 |
| 19 | VT | Vanguard Tot World Stk ETF | +0.2% | +12.75% | 加仓 |
| 20 | HOOD | Robinhood Markets INC - A | +0.2% | +862.74% | 加仓 |
| 21 | SCHW | Schwab (charles) CORP | +0.2% | +214.15% | 加仓 |
| 22 | NEM | Newmont CORP | +0.2% | +112.29% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +74.38% | 加仓 |
| 24 | MELI | Mercadolibre INC | +0.1% | +122.99% | 加仓 |
| 25 | NFLX | Netflix INC | +0.1% | +61.91% | 加仓 |
| 26 | COF | Capital One Financial CORP | +0.1% | +2.64% | 加仓 |
| 27 | MSFT | Microsoft CORP | +0.1% | +5.57% | 减仓 |
| 28 | GLD | Spdr Gold Shares | +0.1% | +5.00% | 加仓 |
| 29 | TSLA | Tesla INC | +0.1% | -31.44% | 减仓 |
| 30 | EWZ | Ishares Msci Brazil ETF | +0.1% | +20.73% | 加仓 |
| 31 | GLW | Corning INC | +0.1% | -0.57% | 减仓 |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +1.31% | 减仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +46.68% | 加仓 |
| 34 | WMT | Walmart INC | 0% | +7.88% | 加仓 |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | — | +16.05% | 加仓 |
| 36 | EEM | Ishares Msci Emerging Market | — | -65.74% | 加仓 |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | +13.36% | 加仓 |
| 38 | FISV | Fiserv INC | -0.3% | +5.71% | 减仓 |
| 39 | AXP | American Express Co | -0.3% | +10.87% | 减仓 |
| 40 | NKE | Nike INC -cl B | -0.3% | -71.87% | 减仓 |
| 41 | MCHI | Ishares Msci China ETF | -0.3% | +3.95% | 减仓 |
| 42 | META | Meta Platforms Inc-class A | -0.4% | +8.39% | 减仓 |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | -9.56% | 减仓 |
| 44 | XLV | Ss Health Care Select Sector | -0.6% | -11.12% | 减仓 |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | -0.6% | -19.40% | 减仓 |
| 46 | GDX | Vaneck Gold Miners ETF | -0.8% | -68.18% | 减仓 |
| 47 | AMZN | Amazon.com INC | -1% | +12.77% | 减仓 |
| 48 | XLF | Ss Financial Select Sector | -2.5% | -66.86% | 减仓 |
| 49 | XLC | Ss Comm Select Sector Spdr | — | NEW | 新建仓 |
| 50 | IWN | Ishares Russell 2000 Value E | — | EXIT | 清仓 |