CIK: 0000872732
申报总市值
US$7.8亿
仅显示前 200 大持股（共 406 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 | 6.21% | — | -0.75% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.00% | — | -0.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | — | +7.84% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.11% | — | +30.64% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.82% | — | -1.72% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.76% | — | -0.39% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.56% | — | +65.38% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.45% | — | -37.18% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 1.38% | — | -6.63% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | — | -1.97% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.37% | — | +0.53% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.26% | — | -1.11% | |
| 13 | T | At&t INC | 股票-通信服务 | 1.25% | — | +6.25% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.12% | — | -3.01% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.09% | — | -9.44% | |
| 16 | DE | Deere & Co | 股票-工业 | 1.06% | — | -2.36% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.03% | — | -3.14% | |
| 18 | VLO | Valero Energy CORP | 股票-能源 | 0.95% | — | +5.48% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.91% | — | +9.43% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | — | -3.67% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.87% | — | -1.75% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | — | +186.59% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.84% | — | +11.86% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.81% | — | -2.01% | |
| 25 | HON | Honeywell International INC | 股票-工业 | 0.81% | — | -1.89% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | — | -16.53% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | +7.96% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.76% | — | -11.27% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | — | -8.31% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | +0.98% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.70% | — | -3.66% | |
| 32 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.65% | — | -2.63% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.64% | — | +17.16% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 0.63% | — | +1.50% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | -2.93% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | — | -6.51% | |
| 37 | ITCIEUR | Intra-cellular Therapies INC | 股票-其他 | 0.60% | — | +14.49% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | — | -6.56% | |
| 39 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.58% | — | +2.41% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.58% | — | -12.06% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | — | +1.00% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.55% | — | -7.56% | |
| 43 | HUM | Humana INC | 股票-医疗保健 | 0.55% | — | +5.06% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | -6.78% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | — | — | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | — | -0.15% | |
| 47 | BAX | Baxter International INC | 股票-医疗保健 | 0.50% | — | -5.64% | |
| 48 | DERMEUR | Dermira INC | 股票-其他 | 0.50% | — | +3.01% | |
| 49 | ✓ | 股票-其他 | 0.49% | — | +19.25% | ||
| 50 | GOGO | Gogo INC | 股票-其他 | 0.48% | — | +57.07% |