CIK: 0001071061
申报总市值
US$65.6亿
仅显示前 200 大持股（共 1964 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 | CAML | Congress Large Cap Growth | ETF-大型股与成长 | 4.27% | — | -1.80% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.14% | -0.86% | +31.94% | |
| 3 | USSE | Sb&h Select Equity ETF | ETF-其他 | 3.99% | +0.39% | +0.96% | |
| 4 | BUSA | Brandes US Value ETF | ETF-其他 | 3.29% | -0.24% | -7.39% | |
| 5 | CSMD | Congress Smid Growth ETF | ETF-其他 | 3.24% | -0.58% | +7.12% | |
| 6 | PCGG | Polen Capital Global Growth | ETF-其他 | 2.68% | -2.67% | +7.01% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.53% | +1.16% | +23.43% | |
| 8 | BINV | Brandes International ETF | ETF-其他 | 2.45% | -0.18% | +6.64% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.87% | -0.31% | -6.47% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.84% | +0.44% | +8.86% | |
| 11 | FLCO | Franklin Investment Grade Co | ETF-投资级公司债 | 1.82% | -0.21% | +15.11% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | -0.60% | -2.38% | |
| 13 | BSMC | Brandes US Small-mid Cap Val | ETF-其他 | 1.59% | — | +22.29% | |
| 14 | FLIA | Franklin International Aggre | ETF-其他 | 1.46% | +0.44% | +6.75% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.41% | +0.24% | -14.69% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | -0.23% | -1.75% | |
| 17 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 1.00% | +0.26% | +96.96% | |
| 18 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 1.00% | +0.23% | -1.43% | |
| 19 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.94% | +0.50% | +14.91% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.87% | +0.94% | +16.61% | |
| 21 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.85% | +0.24% | +4.95% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.83% | — | +4.50% | |
| 23 | ✓ | Mastercard Incorporated | 股票-其他 | 0.75% | -0.34% | -4.05% | |
| 24 | FLHY | Franklin High Yield Corporat | ETF-非投资级债 | 0.71% | +0.16% | +9.07% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.33% | +6.44% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.69% | — | -2.53% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.12% | -0.47% | |
| 28 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.66% | +0.85% | +40.23% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | -0.36% | +47.85% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.66% | +0.57% | +40.34% | |
| 31 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.64% | -0.11% | -2.40% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.36% | -7.02% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.62% | — | +0.45% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.58% | — | +0.73% | |
| 35 | ✓ | Netflix, Inc. | 股票-其他 | 0.57% | +0.21% | -33.07% | |
| 36 | SHOP | Shopify INC - Class A | 股票-科技 | 0.54% | -0.41% | -4.54% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.53% | — | -4.94% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | -0.29% | -24.44% | |
| 39 | ZTS | Zoetis INC | 股票-医疗保健 | 0.53% | -0.19% | +11.45% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | -1.91% | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.50% | — | -35.54% | |
| 42 | ✓ | Adobe Inc. | 股票-其他 | 0.50% | -0.13% | -2.66% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.48% | -0.16% | -7.97% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.14% | -0.93% | |
| 45 | AON | Aon plc | 股票-金融 | 0.46% | -0.13% | +221.11% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | +0.18% | +12.94% | |
| 47 | CHTH | Cnl Healthcare Properties In | 股票-其他 | 0.43% | -0.36% | EXIT | |
| 48 | PH | Parker Hannifin CORP | 股票-工业 | 0.43% | — | -2.35% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | -3.01% | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.42% | — | -1.60% |