CIK: 0001278573
申报总市值
US$38.5亿
仅显示前 200 大持股（共 288 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 | 6.14% | -0.49% | -0.89% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.16% | +0.19% | +3.55% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.64% | +0.07% | +0.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.55% | -0.29% | -2.50% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.38% | — | -6.37% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.47% | +6.73% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.26% | +0.29% | -0.22% | |
| 8 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 2.18% | +0.05% | +4.07% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.14% | +0.08% | +4.65% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.11% | -0.20% | -0.91% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.11% | +0.06% | +7.44% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 2.11% | +0.15% | -2.03% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.08% | — | +3.41% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.03% | -0.22% | -4.48% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.95% | -0.18% | +3.82% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.80% | +0.06% | +0.74% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.80% | -0.25% | -3.48% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | -0.14% | -1.42% | |
| 19 | IDU | Ishares US Utilities ETF | ETF-其他 | 1.73% | +0.11% | -0.36% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.67% | +0.26% | +3.30% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | -0.19% | +1.30% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.59% | -0.24% | -1.31% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.57% | +0.22% | -0.21% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 1.54% | -0.17% | +1.27% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.48% | — | +1.83% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | — | +5.19% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.22% | — | +5.21% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.22% | — | — | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.19% | -0.25% | +41.14% | |
| 30 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.11% | +0.11% | +1.36% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.05% | +0.61% | +0.42% | |
| 32 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.01% | — | -0.96% | |
| 33 | AXP | American Express Co | 股票-金融 | 1.01% | -0.18% | -2.22% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.00% | -0.30% | +48.44% | |
| 35 | ADI | Analog Devices INC | 股票-科技 | 0.88% | +0.12% | +1.23% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.88% | +0.08% | +0.86% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.86% | — | +17.07% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.14% | -1.45% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.83% | — | +3.76% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.83% | +0.13% | -1.15% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.82% | -0.18% | -0.44% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | -0.11% | +1.11% | |
| 43 | PAVE | Global X US Infrastructure | ETF-其他 | 0.80% | — | -0.32% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.78% | — | +5.62% | |
| 45 | WM | Waste Management INC | 股票-工业 | 0.77% | — | +0.14% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.77% | -0.21% | -4.39% | |
| 47 | BX | Blackstone INC | 股票-金融 | 0.76% | -0.16% | +1.22% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.70% | — | +0.21% | |
| 49 | ECL | Ecolab INC | 股票-原材料 | 0.70% | — | +1.03% | |
| 50 | AFL | Aflac INC | 股票-金融 | 0.68% | — | +0.17% |