CIK: 0000750577
申报总市值
US$57.5亿
仅显示前 200 大持股（共 683 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 | 5.50% | -0.30% | -1.42% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.67% | -0.03% | +17.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.93% | -0.12% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 3.10% | — | -5.95% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.64% | +0.11% | -1.17% | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 1.91% | -0.77% | +0.39% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.82% | +0.22% | -1.32% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | +0.02% | +0.16% | |
| 9 | POOL | Pool CORP | 股票-工业 | 1.45% | — | -1.07% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.41% | +0.23% | +6.13% | |
| 11 | HWC | Hancock Whitney CORP | 股票-金融 | 1.41% | — | +0.42% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.39% | -0.17% | +0.82% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.32% | — | +3.03% | |
| 14 | SYNA | Synaptics INC | 股票-其他 | 1.18% | — | +0.02% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.10% | — | +0.09% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | +22.77% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.25% | +0.51% | |
| 18 | MET | Metlife INC | 股票-金融 | 0.98% | — | -1.01% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | -11.33% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 0.90% | — | +0.24% | |
| 21 | AMAT | Applied Materials INC | 股票-科技 | 0.89% | +0.19% | -0.54% | |
| 22 | ZTS | Zoetis INC | 股票-医疗保健 | 0.88% | — | +0.85% | |
| 23 | CSL | Carlisle Cos INC | 股票-工业 | 0.87% | — | -0.08% | |
| 24 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.84% | — | +0.58% | |
| 25 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.79% | — | +203.10% | |
| 26 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 0.79% | — | -0.24% | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 0.76% | — | -1.26% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 0.74% | +0.13% | -9.29% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | — | +14.01% | |
| 30 | RF | Regions Financial CORP | 股票-金融 | 0.72% | — | -0.13% | |
| 31 | LSTR | Landstar System INC | 股票-工业 | 0.71% | — | -0.62% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.68% | — | +0.13% | |
| 33 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.68% | — | +67.37% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.66% | — | +61.70% | |
| 35 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.66% | -0.13% | -1.35% | |
| 36 | WY | Weyerhaeuser Co | 股票-房地产 | 0.66% | — | +0.23% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +47.54% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | +0.31% | -0.70% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.20% | +0.10% | |
| 40 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.59% | — | -4.66% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.59% | — | +0.41% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.55% | — | +65.18% | |
| 43 | KEY | Keycorp | 股票-金融 | 0.55% | — | -0.59% | |
| 44 | TGT | Target CORP | 股票-周期性消费 | 0.55% | — | -0.61% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | +0.90% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | +48.79% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | +0.73% | |
| 48 | CONE1EUR | Cyrusone INC | 股票-其他 | 0.49% | — | +0.24% | |
| 49 | SYF | Synchrony Financial | 股票-金融 | 0.48% | — | -0.59% | |
| 50 | BERYEUR | Berry Global Group INC | 股票-其他 | 0.48% | — | +0.09% |