CIK: 0001007295
申报总市值
US$73.8亿
仅显示前 200 大持股（共 254 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 | ✓ | Westwood Income Opportunity - | 股票-其他 | 8.66% | — | +718.31% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.03% | -0.10% | +3.98% | |
| 3 | ✓ | Westwood Global Equity - Pt Co | 股票-其他 | 3.43% | — | +470.38% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.22% | -0.47% | +33.40% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.14% | +0.25% | +35.36% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.11% | — | +41.92% | |
| 7 | ✓ | Westwood Large Cap Value Equit | 股票-其他 | 2.88% | — | +1751.04% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.71% | +0.24% | +42.36% | |
| 9 | UNP | Union Pacific CORP | 股票-工业 | 2.47% | -0.10% | +42.71% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 2.41% | -0.20% | +14.68% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.39% | -0.05% | +43.32% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.28% | -0.08% | +20.67% | |
| 13 | FINN | First Natl Of Nebraska INC | 股票-其他 | 2.24% | — | +3.73% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.85% | — | +40.55% | |
| 15 | ✓ | Westwood Small Cap Value Equit | 股票-其他 | 1.78% | — | +1999.91% | |
| 16 | ✓ | Westwood Allcap Value Equity - | 股票-其他 | 1.56% | — | +100.79% | |
| 17 | ✓ | Westwood Allcap Growth Equity | 股票-其他 | 1.33% | — | +199.09% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | -0.18% | +23.50% | |
| 19 | ✓ | Westwood Emerging Markets - Pt | 股票-其他 | 1.19% | — | +477.66% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.18% | +0.12% | +54.47% | |
| 21 | BLKCHF | Blackrock INC | 股票-其他 | 1.16% | — | +18.84% | |
| 22 | ✓ | Westwood Short Duration High Y | 股票-其他 | 1.13% | — | +223.32% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 1.09% | — | +104.77% | |
| 24 | CELG | Celgene CORP | 股票-其他 | 1.09% | — | +33.41% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | — | +61.34% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.06% | +58.37% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | -0.32% | +39.95% | |
| 28 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.01% | — | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.16% | +25.20% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.94% | — | +35.46% | |
| 31 | FDX | Fedex CORP | 股票-工业 | 0.94% | — | +58.47% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.89% | — | +31.24% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | — | +64.71% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.99% | +89.32% | |
| 35 | COF | Capital One Financial CORP | 股票-金融 | 0.82% | — | +44.88% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | -0.07% | +52.31% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | -0.08% | +11.07% | |
| 38 | ✓ | Westwood Smidcap Plus - Pt Com | 股票-其他 | 0.68% | — | +2057.17% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | +0.25% | +655.56% | |
| 40 | ✓ | Westwood Worldwide Income Oppo | 股票-其他 | 0.65% | — | +570.33% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.65% | — | +44.04% | |
| 42 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.60% | — | +29.94% | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.57% | — | +19.49% | |
| 44 | ✓ | Comcast Corporation | 股票-其他 | 0.57% | — | +57.14% | |
| 45 | ROP | Roper Technologies INC | 股票-科技 | 0.55% | — | +21.89% | |
| 46 | ✓ | Westwood High Yield Bond - Pt | 股票-其他 | 0.54% | — | +229.18% | |
| 47 | MO | Altria Group INC | 股票-非周期性消费 | 0.53% | — | +35.01% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | +17.30% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.11% | +29.04% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | +57.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Westwood Income Opportunity - | +6.8% | +718.31% | 加仓 |
| 2 | ✓ | Westwood Large Cap Value Equit | +2.6% | +1751.04% | 加仓 |
| 3 | ✓ | Westwood Global Equity - Pt Co | +2.4% | +470.38% | 加仓 |
| 4 | ✓ | Westwood Small Cap Value Equit | +1.6% | +1999.91% | 加仓 |
| 5 | ✓ | Westwood Emerging Markets - Pt | +0.8% | +477.66% | 加仓 |
| 6 | ✓ | Westwood Smidcap Plus - Pt Com | +0.6% | +2057.17% | 加仓 |
| 7 | ✓ | Westwood Allcap Growth Equity | +0.6% | +199.09% | 加仓 |
| 8 | ✓ | Westwood Short Duration High Y | +0.5% | +223.32% | 加仓 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +655.56% | 加仓 |
| 10 | ✓ | Westwood Worldwide Income Oppo | +0.5% | +570.33% | 加仓 |
| 11 | BA | Boeing Co/the | +0.3% | +104.77% | 加仓 |
| 12 | ✓ | Westwood High Yield Bond - Pt | +0.3% | +229.18% | 加仓 |
| 13 | BAC | Bank Of America CORP | +0.2% | +990.98% | 加仓 |
| 14 | SHW | Sherwin-williams Co/the | +0.2% | +328.91% | 加仓 |
| 15 | IBM | Intl Business Machines CORP | +0.2% | +436.90% | 加仓 |
| 16 | TXN | Texas Instruments INC | +0.2% | +1108.08% | 加仓 |
| 17 | ✓ | Westwood Allcap Value Equity - | +0.2% | +100.79% | 加仓 |
| 18 | ✓ | Westwood International Fixed I | +0.1% | +178.87% | 加仓 |
| 19 | MSFT | Microsoft CORP | +0.1% | +89.32% | 加仓 |
| 20 | ABT | Abbott Laboratories | +0.1% | +122.71% | 加仓 |
| 21 | ✓ | DuPont de Nemours, Inc. | +0.1% | +173.37% | 加仓 |
| 22 | HON | Honeywell International INC | +0.1% | +113.55% | 加仓 |
| 23 | GILD | Gilead Sciences INC | — | +68.27% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | -0.1% | +58.37% | 加仓 |
| 25 | HD | Home Depot INC | -0.1% | +64.71% | 加仓 |
| 26 | FDX | Fedex CORP | -0.1% | +58.47% | 加仓 |
| 27 | AMZN | Amazon.com INC | -0.2% | +23.50% | 加仓 |
| 28 | JNJ | Johnson & Johnson | -0.2% | +61.34% | 加仓 |
| 29 | COF | Capital One Financial CORP | -0.2% | +44.88% | 加仓 |
| 30 | WFC | Wells Fargo & Co | -0.3% | +52.31% | 加仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.3% | +39.95% | 加仓 |
| 32 | CVX | Chevron CORP | -0.3% | +54.47% | 加仓 |
| 33 | V | Visa Inc-class A Shares | -0.3% | +25.20% | 加仓 |
| 34 | BLKCHF | Blackrock INC | -0.5% | +18.84% | 加仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +43.32% | 加仓 |
| 36 | IWD | Ishares Russell 1000 Value E | -0.5% | +40.55% | 加仓 |
| 37 | UNP | Union Pacific CORP | -0.6% | +42.71% | 加仓 |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.6% | +42.36% | 加仓 |
| 39 | VEU | Vanguard Ftse All-world Ex-u | -0.8% | +41.92% | 加仓 |
| 40 | MA | Mastercard INC - A | -0.8% | +14.68% | 加仓 |
| 41 | IJH | Ishares Core S&p Midcap ETF | -1% | +35.36% | 加仓 |
| 42 | IWF | Ishares Russell 1000 Growth | -1% | +20.67% | 加仓 |
| 43 | AAPL | Apple INC | -1.1% | +33.40% | 加仓 |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -3.4% | +3.98% | 加仓 |
| 45 | BKNG | Booking Holdings INC | — | NEW | 新建仓 |
| 46 | BKNG | Booking Hldgs INC | — | EXIT | 清仓 |
| 47 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建仓 |
| 48 | GD | General Dynamics CORP | — | NEW | 新建仓 |
| 49 | UNH | Unitedhealth Group INC | — | NEW | 新建仓 |
| 50 | DOX | Amdocs Limited | — | NEW | 新建仓 |