CIK: 0001162170
申报总市值
US$103.9亿
仅显示前 200 大持股（共 776 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 | SYK | Stryker CORP | 股票-医疗保健 | 61.85% | -5.30% | +0.58% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.83% | +0.72% | +0.42% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.88% | +0.01% | +3.24% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.34% | +0.06% | +402.63% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | — | -2.63% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.08% | +0.15% | -4.36% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.98% | +0.09% | +12.98% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | +0.06% | +2.03% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | +0.11% | -0.23% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | +0.12% | -4.15% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | +0.12% | +0.83% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.09% | -1.48% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | +0.02% | -2.20% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | — | -4.10% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | +0.03% | +0.97% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.46% | +0.10% | +40.86% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.37% | +0.18% | -0.18% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | -1.32% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.33% | +0.07% | -3.96% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | +0.06% | -4.66% | |
| 21 | AMT | American Tower CORP | 股票-房地产 | 0.30% | — | +2.29% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.29% | — | +22.35% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.29% | — | -3.57% | |
| 24 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.29% | +0.07% | +31.65% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.29% | — | +32.17% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.28% | -0.04% | -2.88% | |
| 27 | SPGI | S&p Global INC | 股票-金融 | 0.24% | — | +1.47% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | +0.02% | +1.43% | |
| 29 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.23% | — | -2.69% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.23% | — | +3.30% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.22% | — | -0.57% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.22% | -0.25% | EXIT | |
| 33 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.21% | — | +6.76% | |
| 34 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.21% | +0.02% | -1.05% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.20% | — | -0.98% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.20% | — | -1.07% | |
| 37 | ROP | Roper Technologies INC | 股票-科技 | 0.19% | — | -1.95% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.19% | +0.05% | -10.23% | |
| 39 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.19% | — | -4.48% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.18% | — | +0.40% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.16% | — | +0.98% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | — | +2.15% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.16% | — | +3.90% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.15% | — | -2.77% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.15% | — | -35.52% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.15% | — | +0.41% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.15% | — | -1.81% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.14% | — | +0.26% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.14% | +0.12% | -1.83% | |
| 50 | DG | Dollar General CORP | 股票-非周期性消费 | 0.13% | — | +4.19% |