CIK: 0000059951
申报总市值
US$8.5亿
仅显示前 200 大持股（共 220 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 | 7.51% | — | -0.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.56% | — | +1.24% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.35% | — | +7.03% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.85% | — | +2.38% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.49% | — | -3.72% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.32% | — | -11.54% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 2.03% | — | -1.63% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | — | -5.90% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.85% | — | +14.00% | |
| 10 | QCOM | Qualcomm INC | 股票-科技 | 1.74% | — | -8.65% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | — | -1.46% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.56% | — | -1.28% | |
| 13 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.54% | — | -10.54% | |
| 14 | GS | Goldman Sachs Group INC | 股票-金融 | 1.49% | — | +24.05% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.46% | — | +2.01% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | — | -0.51% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.37% | — | +18.34% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.31% | — | +2.99% | |
| 19 | AMAT | Applied Materials INC | 股票-科技 | 1.26% | — | -4.05% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.25% | — | -6.37% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | — | +0.61% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.08% | — | -1.38% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.03% | — | +0.82% | |
| 24 | ACN | Accenture plc | 股票-科技 | 1.01% | — | +15.23% | |
| 25 | MCHP | Microchip Technology INC | 股票-科技 | 1.00% | — | +103.33% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.96% | — | +31.53% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.96% | — | -2.53% | |
| 28 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.94% | — | +0.39% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.93% | — | +8.66% | |
| 30 | AMT | American Tower CORP | 股票-房地产 | 0.89% | — | -6.22% | |
| 31 | BLKCHF | Blackrock INC | 股票-其他 | 0.85% | — | +35.71% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | — | +18.26% | |
| 33 | URI | United Rentals INC | 股票-工业 | 0.82% | — | -0.15% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | — | -1.00% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.80% | — | +3.45% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.79% | — | +2.94% | |
| 37 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.76% | — | +19.01% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.74% | — | -3.92% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | — | +17.88% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | +4.79% | |
| 41 | FRCB | First Republic Bank/ca | 股票-金融 | 0.73% | — | +59.16% | |
| 42 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.72% | — | +0.26% | |
| 43 | PLD | Prologis INC | 股票-房地产 | 0.66% | — | +27.80% | |
| 44 | ZTS | Zoetis INC | 股票-医疗保健 | 0.63% | — | +2.53% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | +2.75% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.62% | — | +2.48% | |
| 47 | C | Citigroup INC | 股票-金融 | 0.61% | — | +168.43% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | -7.97% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | — | +1.92% | |
| 50 | DBEU | Xtrackers Msci Europe Hedged | ETF-其他 | 0.56% | — | +0.77% |