CIK: 0001162170
申报总市值
US$103.9亿
仅显示前 200 大持股（共 792 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 | 59.87% | -5.30% | -0.23% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.34% | +0.72% | -0.39% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.91% | +0.01% | +1.49% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.39% | +0.15% | +2.78% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | — | +4.07% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | +0.06% | +0.33% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | +0.12% | +895.46% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.96% | +0.09% | -7.39% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | +0.11% | +1.31% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | +0.06% | +0.61% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | +0.12% | -0.37% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.09% | +1.06% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | — | -1.21% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | +0.02% | -0.39% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.53% | +0.10% | +7.30% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | +0.03% | +0.43% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | +0.18% | +1.91% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | -1.23% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.34% | +0.06% | -1.44% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.33% | +0.07% | -10.72% | |
| 21 | SPGI | S&p Global INC | 股票-金融 | 0.31% | — | +21.11% | |
| 22 | AMT | American Tower CORP | 股票-房地产 | 0.30% | — | +2.28% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.30% | +0.07% | +3.48% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.30% | — | +3.37% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.28% | — | -4.36% | |
| 26 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.26% | — | +0.43% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.24% | -0.04% | -0.22% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | +0.02% | +0.46% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.24% | +0.05% | +7.17% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.24% | — | +2.47% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.23% | -0.25% | EXIT | |
| 32 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.23% | +0.02% | +22.40% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.23% | — | +2.71% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.23% | — | — | |
| 35 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.21% | — | +1.65% | |
| 36 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.21% | — | -3.01% | |
| 37 | ROP | Roper Technologies INC | 股票-科技 | 0.20% | — | +0.46% | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.19% | — | +1.43% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.19% | +0.12% | +0.67% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | — | -0.96% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.16% | — | +3.93% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | — | -0.11% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.16% | +0.07% | +3.42% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.15% | +0.07% | +5360.37% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.15% | — | -0.88% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.15% | — | -1.74% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.15% | — | +0.76% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.14% | — | -3.42% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.14% | — | +1.24% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.13% | — | -0.42% |