CIK: 0001071061
申报总市值
US$65.6亿
仅显示前 200 大持股（共 1210 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.92% | -0.31% | -5.99% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.60% | +11.00% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.83% | +0.44% | -4.09% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.72% | +1.16% | -4.10% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.70% | -0.86% | +123.52% | |
| 6 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 1.45% | +0.26% | +79.16% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.38% | +0.24% | -4.80% | |
| 8 | CAML | Congress Large Cap Growth | ETF-大型股与成长 | 1.28% | — | — | |
| 9 | USSE | Sb&h Select Equity ETF | ETF-其他 | 1.27% | +0.39% | — | |
| 10 | ✓ | Adobe Inc. | 股票-其他 | 1.26% | -0.13% | -9.14% | |
| 11 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.23% | +0.24% | +14.50% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | -0.23% | -5.25% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.16% | -0.29% | -5.94% | |
| 14 | CSMD | Congress Smid Growth ETF | ETF-其他 | 1.14% | -0.58% | — | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.07% | -0.16% | -4.43% | |
| 16 | NOW | Servicenow INC | 股票-科技 | 1.07% | -0.22% | -5.52% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.05% | — | -4.29% | |
| 18 | ✓ | Mastercard Incorporated | 股票-其他 | 1.04% | -0.34% | -8.75% | |
| 19 | BUSA | Brandes US Value ETF | ETF-其他 | 1.01% | -0.24% | — | |
| 20 | ✓ | Netflix, Inc. | 股票-其他 | 0.95% | +0.21% | -30.74% | |
| 21 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-其他 | 0.90% | — | -3.59% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | — | -2.04% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 0.86% | — | -6.41% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | +0.94% | -10.74% | |
| 25 | PCGG | Polen Capital Global Growth | ETF-其他 | 0.82% | -2.67% | +356845500.00% | |
| 26 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.75% | +0.23% | -6.90% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.69% | — | +3.28% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.68% | — | -4.69% | |
| 29 | BINV | Brandes International ETF | ETF-其他 | 0.67% | -0.18% | — | |
| 30 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.67% | -0.11% | -6.40% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.66% | — | -2.51% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.66% | — | -4.33% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.64% | — | -1.57% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.64% | -0.17% | -23.33% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.63% | — | -2.78% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.63% | — | -3.75% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.62% | — | -17.04% | |
| 38 | ADSK | Autodesk INC | 股票-科技 | 0.61% | — | -6.08% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | — | -13.18% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | -0.12% | -5.91% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.59% | — | -4.24% | |
| 42 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.58% | — | -5.57% | |
| 43 | CHTH | Cnl Healthcare Properties In | 股票-其他 | 0.58% | -0.36% | EXIT | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.57% | — | -15.57% | |
| 45 | ZTS | Zoetis INC | 股票-医疗保健 | 0.56% | -0.19% | -4.86% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | -5.83% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.33% | -9.45% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | — | -21.36% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | -6.39% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | — | -8.34% |