CIK: 0000059951
申报总市值
US$8.5亿
仅显示前 200 大持股（共 253 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 | 5.07% | — | -12.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.73% | — | +29.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | — | +15.21% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.19% | — | -5.61% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.95% | — | -10.46% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.78% | — | -3.94% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.55% | — | -6.17% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.31% | — | +15.38% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | — | -12.00% | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.94% | — | -1.54% | |
| 11 | CRM | Salesforce INC | 股票-科技 | 1.76% | — | -7.49% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.72% | — | +4.18% | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.64% | — | +0.22% | |
| 14 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.57% | — | -16.76% | |
| 15 | ELV | Elevance Health INC | 股票-医疗保健 | 1.49% | — | -1.96% | |
| 16 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 1.36% | — | +1.09% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.29% | — | +7.44% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.19% | — | -43.90% | |
| 19 | AMT | American Tower CORP | 股票-房地产 | 1.11% | — | -2.78% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | +45.87% | |
| 21 | UTXZ | United Tech CORP | 股票-其他 | 1.06% | — | -2.36% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.01% | — | -7.73% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.99% | — | +39.54% | |
| 24 | DAL | Delta Air Lines INC | 股票-工业 | 0.98% | — | -14.16% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.94% | — | +71.53% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | — | -27.85% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.89% | — | -11.71% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事业 | 0.88% | — | +32.51% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.84% | — | +7.43% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.84% | — | -0.90% | |
| 31 | MCHP | Microchip Technology INC | 股票-科技 | 0.84% | — | -8.99% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.83% | — | -5.35% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.79% | — | -17.68% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | — | -0.05% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.76% | — | +0.15% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.75% | — | -11.17% | |
| 37 | C | Citigroup INC | 股票-金融 | 0.75% | — | +52.47% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.72% | — | +74.83% | |
| 39 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.72% | — | -6.80% | |
| 40 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.70% | — | -24.04% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.69% | — | +44.59% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -11.93% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.66% | — | -7.76% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.65% | — | +102.51% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | -15.87% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | -13.09% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | — | +489.88% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | -12.78% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.53% | — | -6.97% | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.51% | — | +0.80% |