CIK: 0001360798
申报总市值
US$23.7亿
仅显示前 200 大持股（共 291 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 16.37% | +2.20% | -50.51% | |
| 2 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 10.08% | — | -2.45% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.04% | -0.01% | -11.55% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.66% | +0.28% | -13.17% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.00% | +0.13% | -1.20% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.73% | — | -3.60% | |
| 7 | UBS | UBS Group AG | 股票-金融 | 2.97% | — | +101.00% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.42% | — | +2.49% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.32% | — | -0.78% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.12% | — | -1.96% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.60% | — | -2.83% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.57% | -0.38% | EXIT | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.56% | -0.34% | EXIT | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.53% | — | +2.50% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.45% | +0.43% | -4.70% | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.95% | -0.32% | EXIT | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.89% | — | -3.51% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.89% | — | +12.44% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | -0.31% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.86% | -0.23% | EXIT | |
| 21 | TMUS | T-mobile US INC | 股票-通信服务 | 0.83% | — | +27.34% | |
| 22 | SWCHF | Sierra Wireless INC | 股票-其他 | 0.79% | — | +6.02% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | — | -0.14% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.75% | +0.18% | -11.54% | |
| 25 | ✓ | 股票-其他 | 0.60% | — | -27.05% | ||
| 26 | NFLX | Netflix INC | 股票-通信服务 | 0.59% | — | -1.23% | |
| 27 | GBX | Greenbrier Companies INC | 股票-其他 | 0.52% | — | +0.13% | |
| 28 | PCAR | Paccar INC | 股票-工业 | 0.46% | — | -0.14% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.44% | — | -1.89% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | — | -0.93% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | — | -1.97% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | -3.93% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.36% | -0.12% | EXIT | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | — | -4.04% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | +1.52% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | — | -2.69% | |
| 37 | NEWREUR | New Relic INC | 股票-其他 | 0.33% | — | -13.17% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.30% | — | -0.76% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.29% | — | +40.00% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.29% | — | +37.41% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.29% | — | -1.03% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.53% | -0.33% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.28% | — | +4.37% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.27% | — | +8.35% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.26% | — | -8.85% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.26% | — | -22.23% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.26% | — | +15.43% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.26% | — | -10.59% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.26% | — | +6.36% | |
| 50 | TEX | Terex CORP | 股票-工业 | 0.25% | — | +26.67% |