CIK: 0001277303
申报总市值
US$29.3亿
仅显示前 200 大持股（共 390 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 | 4.39% | -0.33% | -1.29% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.29% | -0.24% | +13.16% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 4.12% | -0.06% | +7.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.05% | -0.68% | -4.10% | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.27% | -0.14% | +0.32% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.24% | -0.02% | +8.67% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.22% | -0.22% | -5.52% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.11% | -0.46% | -0.73% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | -0.15% | -1.24% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.94% | -0.09% | -2.42% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.93% | -0.21% | -5.97% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.91% | — | -1.14% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.75% | -0.36% | -5.52% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | -0.08% | -4.61% | |
| 15 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 1.21% | -0.09% | +2.95% | |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.13% | — | +4.72% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.09% | — | -1.35% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | -0.12% | -3.00% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.07% | — | +5.24% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.03% | — | +3.61% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.12% | -1.44% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.95% | -0.09% | -2.46% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.87% | -0.24% | -1.76% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.87% | — | +0.32% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.40% | -1.65% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | +0.17% | -1.42% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.80% | — | -0.86% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | — | -0.05% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | — | -0.29% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | -1.12% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.77% | — | -1.10% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.74% | — | -1.20% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.33% | -0.82% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.69% | — | +2.75% | |
| 35 | CAT | Caterpillar INC | 股票-工业 | 0.66% | +0.16% | -1.07% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | -3.95% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.64% | — | +2.06% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.63% | +0.12% | +1.07% | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.61% | +0.13% | -2.21% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.60% | — | +6.41% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.59% | +0.11% | -1.79% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | — | -1.58% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | -0.93% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.59% | — | +4.76% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | +0.12% | -2.63% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | -0.09% | +0.56% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | -0.18% | -0.61% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.56% | -0.12% | +18.72% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.55% | — | -0.70% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.55% | — | -0.32% |