CIK: 0001162170
申报总市值
US$103.9亿
仅显示前 200 大持股（共 832 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 | 59.53% | -5.30% | -0.15% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.28% | +0.72% | +0.51% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.96% | +0.01% | +1.84% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.46% | +0.15% | +1.29% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.34% | +0.06% | +1.32% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | — | +1.95% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.94% | +0.09% | -3.50% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.12% | +0.10% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.88% | +0.06% | +1.70% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.84% | +0.11% | +6.13% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | +0.12% | -0.93% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | — | +1.99% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.09% | +8.51% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | +0.02% | +2.08% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.56% | +0.10% | +5.31% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | +0.03% | +5.22% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | +0.18% | +6.66% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | — | -0.86% | |
| 19 | AMT | American Tower CORP | 股票-房地产 | 0.34% | — | +0.02% | |
| 20 | SPGI | S&p Global INC | 股票-金融 | 0.34% | — | -0.52% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.33% | +0.06% | +0.67% | |
| 22 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.31% | +0.07% | +4.20% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.31% | — | +4.40% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.30% | +0.07% | -5.60% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.27% | — | -5.13% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 0.25% | — | +0.12% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.24% | -0.04% | +0.81% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | +0.02% | +2.26% | |
| 29 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.23% | +0.02% | -0.73% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.23% | — | +0.99% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.22% | +0.05% | +1.81% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.21% | -0.25% | EXIT | |
| 33 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.21% | — | -1.52% | |
| 34 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.21% | — | +0.76% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.20% | — | +0.88% | |
| 36 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.19% | — | -2.61% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.18% | — | +3.99% | |
| 38 | ROP | Roper Technologies INC | 股票-科技 | 0.18% | — | -0.76% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.18% | +0.12% | +0.22% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.16% | +0.07% | +919.92% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | — | +0.23% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.16% | +0.07% | +8.26% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | — | +1.97% | |
| 44 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.15% | — | +4.24% | |
| 45 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.15% | — | -40.81% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.15% | — | +0.67% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.15% | — | -0.43% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.14% | — | -1.90% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | — | +7.25% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.14% | — | +2.03% |