CIK: 0000914933
申报总市值
US$10.2亿
仅显示前 200 大持股（共 232 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 | 25.15% | -0.42% | +0.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.47% | — | -3.54% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 5.47% | +0.25% | -3.88% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 5.29% | +1.83% | -2.36% | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-其他 | 5.25% | +1.30% | +33.21% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.80% | +0.71% | +6.13% | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 3.21% | -2.90% | -0.04% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-其他 | 2.58% | +0.28% | +1.74% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.41% | -0.06% | -32.86% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.80% | -1.80% | EXIT | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | +0.04% | -0.49% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.27% | -0.46% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.44% | -0.05% | -0.70% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.39% | -0.08% | -1.46% | |
| 15 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.19% | — | +2.49% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.17% | -0.35% | -5.68% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.03% | — | -12.61% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 0.85% | -0.85% | EXIT | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +2.06% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.15% | -0.28% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | — | -0.71% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | -0.04% | -0.52% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.05% | -0.77% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.61% | -0.04% | -0.31% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | — | -0.64% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 0.57% | -0.11% | -0.17% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.56% | — | +0.28% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | -0.12% | -2.62% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.54% | -0.11% | -8.85% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | +0.25% | +7.81% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | -0.09% | -0.19% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | -0.04% | -0.17% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.43% | -0.26% | +87.98% | |
| 34 | LIN | Linde plc | 股票-原材料 | 0.42% | +0.11% | +13.44% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.41% | — | +1.52% | |
| 36 | KLAC | Kla CORP | 股票-科技 | 0.37% | +0.16% | -0.77% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.37% | — | +5.14% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.35% | — | -0.41% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.35% | — | +16.51% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.33% | +0.15% | -0.08% | |
| 41 | MCO | Moody's CORP | 股票-金融 | 0.32% | — | -0.40% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.30% | — | -0.30% | |
| 43 | PANW | Palo Alto Networks INC | 股票-科技 | 0.30% | — | -0.36% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.29% | — | -0.04% | |
| 45 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.28% | — | -0.13% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.28% | — | -2.51% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.28% | — | -0.59% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | -0.34% | |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.27% | +0.13% | +9.14% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.27% | — | +21.60% |