CIK: 0000831001
申报总市值
US$2345.4亿
仅显示前 200 大持股（共 4960 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 17.70% | -2.16% | -13.97% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.10% | +0.57% | +28.46% | |
| 3 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.66% | -0.59% | -0.94% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.65% | +0.66% | -6.46% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.60% | — | -30.56% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | +0.24% | +55.08% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | — | +48.80% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | +0.15% | +2.20% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.78% | — | +17.39% | |
| 10 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | +0.13% | +10.41% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.73% | -0.41% | -11.62% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.71% | -0.42% | +48.99% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 0.71% | -0.13% | +128.16% | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.70% | — | -26.13% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | — | +17.93% | |
| 16 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 0.69% | — | -16.57% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +21.73% | |
| 18 | ET | Energy Transfer LP | 股票-能源 | 0.58% | — | +124.78% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | — | +20.70% | |
| 20 | ✓ | Yahoo INC | 股票-其他 | 0.57% | — | +50.29% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.56% | — | -15.75% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | +0.17% | +34.21% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | +0.26% | -11.36% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | -9.65% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.52% | — | -31.79% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | +3.01% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.52% | — | +23.26% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.50% | — | -21.60% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.23% | +1.13% | |
| 30 | AMT | TD Ameritrade Holding CORP | 股票-房地产 | 0.49% | — | -0.38% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | -0.16% | +15.91% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.46% | — | +85.36% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | -0.16% | -7.69% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +2.85% | |
| 35 | GS | Goldman Sachs Group INC | 股票-金融 | 0.43% | — | +37.58% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.42% | +0.10% | +22.88% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.42% | +0.18% | -3.77% | |
| 38 | TWXCHF | Time Warner INC | 股票-其他 | 0.42% | — | +428.57% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.39% | — | -48.61% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.39% | — | -33.84% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.39% | — | -3.21% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.39% | — | +23.81% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.38% | — | +5.67% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | +0.11% | +37.57% | |
| 45 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.37% | +0.17% | -4.51% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | +9.72% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | +0.22% | -5.34% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.36% | -0.13% | +35.67% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.36% | — | -39.29% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | -80.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.3% | +28.46% | 加仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | +55.08% | 加仓 |
| 3 | XLF | Ss Financial Select Sector | +0.4% | +128.16% | 加仓 |
| 4 | ET | Energy Transfer LP | +0.4% | +124.78% | 加仓 |
| 5 | TWXCHF | Time Warner INC | +0.4% | +428.57% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.3% | +48.80% | 加仓 |
| 7 | CMCSA | Comcast Corp-class A | +0.2% | +85.36% | 加仓 |
| 8 | GS | Goldman Sachs Group INC | +0.2% | +37.58% | 加仓 |
| 9 | REYN | Reynolds Consumer Products Inc. | +0.2% | +515.69% | 加仓 |
| 10 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +48.99% | 加仓 |
| 11 | NXPI | NXP Semiconductors N.V. | +0.2% | +437.97% | 加仓 |
| 12 | WFC | Wells Fargo & Co | +0.2% | +20.70% | 加仓 |
| 13 | FDX | Fedex CORP | +0.2% | +219.92% | 加仓 |
| 14 | STZ | Constellation Brands Inc-a | +0.2% | +309.92% | 加仓 |
| 15 | PNC | Pnc Financial Services Group | +0.2% | +130.33% | 加仓 |
| 16 | MET | Metlife INC | +0.1% | +81.19% | 加仓 |
| 17 | ✓ | Yahoo INC | +0.1% | +50.29% | 加仓 |
| 18 | TXN | Texas Instruments INC | +0.1% | +227.16% | 加仓 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +96.11% | 加仓 |
| 20 | GM | General Motors Co | +0.1% | +67.60% | 加仓 |
| 21 | VOYA | Voya Financial INC | +0.1% | +1554.60% | 加仓 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +34.21% | 加仓 |
| 23 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | -4.51% | 减仓 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +21.73% | 加仓 |
| 25 | UBS | UBS Group AG | +0.1% | +250.60% | 加仓 |
| 26 | XLE | Ss Energy Select Sector | +0.1% | +10.41% | 加仓 |
| 27 | XRT | Ss Spdr S&p Retail ETF | -0.1% | -43.29% | 减仓 |
| 28 | IGV | Ishares Expanded Tech-softwa | -0.2% | -58.28% | 减仓 |
| 29 | ✓ | -0.2% | -26.55% | 减仓 | |
| 30 | MRK | Merck & Co. INC. | -0.2% | -30.65% | 减仓 |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | -21.60% | 减仓 |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | -0.2% | -39.29% | 减仓 |
| 33 | SO | Southern Co/the | -0.2% | -79.52% | 减仓 |
| 34 | KLAC | Kla CORP | -0.2% | -87.94% | 减仓 |
| 35 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -11.62% | 减仓 |
| 36 | GDXJ | Vaneck Junior Gold Miners | -0.3% | -40.61% | 减仓 |
| 37 | IBB | Ishares Biotechnology ETF | -0.3% | -33.84% | 减仓 |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | -94.23% | 减仓 |
| 39 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | -48.73% | 减仓 |
| 40 | IYR | Ishares US Real Estate ETF | -0.3% | -26.13% | 减仓 |
| 41 | GDX | Vaneck Gold Miners ETF | -0.5% | -31.79% | 减仓 |
| 42 | GLD | Spdr Gold Shares | -0.5% | -0.94% | 减仓 |
| 43 | BABA | Alibaba Group Holding-sp Adr | -0.6% | -48.61% | 减仓 |
| 44 | ✓ | Powershares Qqq Trust Ser 1 | -0.8% | -30.56% | 减仓 |
| 45 | PG | Procter & Gamble Co/the | -1.7% | -80.34% | 减仓 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3% | -13.97% | 减仓 |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | EWJ | Ishares Msci Japan ETF | — | NEW | 新建仓 |
| 49 | ✓ | Linkedin CORP | — | EXIT | 清仓 |
| 50 | ACWI | iShares MSCI ACWI ETF | — | EXIT | 清仓 |