CIK: 0001277303
申报总市值
US$29.3亿
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 | AAPL | Apple INC | 股票-科技 | 4.90% | -0.33% | -1.84% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.21% | -0.24% | -2.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.68% | +0.82% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.69% | -0.06% | -7.38% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | -0.22% | +1.77% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.15% | -0.02% | +1.50% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.86% | -0.14% | -18.30% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.24% | -0.36% | +1.43% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.21% | -0.46% | -4.57% | |
| 10 | AVDE | Avantis International Equity | ETF-其他 | 1.93% | +0.47% | — | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | -0.15% | -3.59% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.88% | — | -0.95% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.84% | -0.09% | -3.88% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.81% | -0.21% | +2.42% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.08% | +1.98% | |
| 16 | JMTG | Mortgage-backed Securities | ETF-其他 | 1.25% | +0.20% | — | |
| 17 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 1.16% | -0.09% | -2.64% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.16% | — | +6.52% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.05% | — | -0.14% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.02% | — | -0.38% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.98% | — | +3.95% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.98% | -0.24% | -1.50% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.12% | -4.04% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.17% | -2.68% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.12% | -3.06% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | -0.09% | +0.45% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.84% | — | -2.01% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | — | +0.58% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.40% | -3.22% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.75% | — | +5.65% | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 0.71% | +0.16% | -3.68% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | -8.11% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | — | -5.22% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | -5.18% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.33% | -1.00% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | -3.22% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.66% | — | +3.22% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.62% | — | +3.70% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.62% | — | +6.81% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +0.14% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.60% | — | +1.22% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.15% | -1.00% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | +0.12% | +2.60% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | -0.10% | +2.25% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.57% | +0.12% | +9.41% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.55% | -0.12% | +6.01% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.54% | +0.11% | -7.84% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.54% | +0.13% | -4.33% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -2.65% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -4.47% |