CIK: 0000059951
申报总市值
US$8.5亿
仅显示前 200 大持股（共 213 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 | 7.27% | — | -3.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.60% | — | +0.78% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.15% | — | -3.02% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.04% | — | +1765.44% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.57% | — | -8.57% | |
| 6 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.03% | — | -1.10% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | — | -3.37% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | — | -0.98% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.84% | — | -3.66% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.70% | — | -10.15% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.67% | — | +4.06% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.56% | — | -0.66% | |
| 13 | GS | Goldman Sachs Group INC | 股票-金融 | 1.53% | — | -3.13% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.49% | — | +20.78% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.39% | — | -5.36% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.38% | — | +3.95% | |
| 17 | MS | Morgan Stanley | 股票-金融 | 1.36% | — | -0.87% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.33% | — | +4.73% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.33% | — | -5.40% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.27% | — | -0.56% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.21% | — | -0.86% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | — | -12.01% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 1.07% | — | -1.90% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | — | -3.44% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.04% | — | -8.22% | |
| 26 | AMT | American Tower CORP | 股票-房地产 | 0.94% | — | -11.00% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.91% | — | -2.89% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.86% | — | -3.69% | |
| 29 | MCHP | Microchip Technology INC | 股票-科技 | 0.85% | — | -1.66% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | — | -5.67% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.82% | — | -2.91% | |
| 32 | AMAT | Applied Materials INC | 股票-科技 | 0.81% | — | -5.00% | |
| 33 | URI | United Rentals INC | 股票-工业 | 0.79% | — | -3.63% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.79% | — | -3.77% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | — | +28.10% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.77% | — | -0.51% | |
| 37 | SLB | Slb LTD | 股票-能源 | 0.76% | — | -2.89% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.76% | — | -1.91% | |
| 39 | BLKCHF | Blackrock INC | 股票-其他 | 0.75% | — | -3.47% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.73% | — | +18.94% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | — | +4.78% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | — | -10.49% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.65% | — | -20.74% | |
| 44 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.65% | — | +1.32% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | — | +2.85% | |
| 46 | FRCB | First Republic Bank/ca | 股票-金融 | 0.62% | — | -2.85% | |
| 47 | PLD | Prologis INC | 股票-房地产 | 0.62% | — | +0.18% | |
| 48 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.59% | — | -0.16% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.59% | — | +24.94% | |
| 50 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.58% | — | +0.03% |