CIK: 0001071061
申报总市值
US$65.6亿
仅显示前 200 大持股（共 2414 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 | 4.79% | — | +2.30% | |
| 2 | USSE | Sb&h Select Equity ETF | ETF-其他 | 4.04% | +0.39% | +1.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.77% | +1.16% | +21.48% | |
| 4 | CSMD | Congress Smid Growth ETF | ETF-其他 | 3.64% | -0.58% | +3.09% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.64% | -0.86% | +0.68% | |
| 6 | BUSA | Brandes US Value ETF | ETF-其他 | 3.22% | -0.24% | +2.55% | |
| 7 | PCGG | Polen Capital Global Growth | ETF-其他 | 2.74% | -2.67% | +2.73% | |
| 8 | BINV | Brandes International ETF | ETF-其他 | 2.62% | -0.18% | +2.52% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.53% | +0.44% | +20.17% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.60% | +12.77% | |
| 11 | FLCO | Franklin Investment Grade Co | ETF-投资级公司债 | 1.72% | -0.21% | +1.53% | |
| 12 | BSMC | Brandes US Small-mid Cap Val | ETF-其他 | 1.67% | — | +3.02% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | +0.94% | +53.20% | |
| 14 | FLIA | Franklin International Aggre | ETF-其他 | 1.53% | +0.44% | +8.63% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | +0.33% | +34.93% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | -0.31% | -8.77% | |
| 17 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 1.31% | +0.85% | +44.98% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.28% | +0.24% | +8.45% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.98% | -0.26% | +63.79% | |
| 20 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 0.93% | +0.26% | +43.89% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.36% | -15.17% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | — | +0.79% | |
| 23 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.86% | +0.50% | +0.56% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.23% | -12.28% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | — | +0.76% | |
| 26 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.78% | +0.23% | -16.23% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.75% | +0.57% | +39.75% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.69% | — | +26.00% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | +0.18% | +17.65% | |
| 30 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.68% | +0.24% | -1.44% | |
| 31 | FLHY | Franklin High Yield Corporat | ETF-非投资级债 | 0.68% | +0.16% | +2.42% | |
| 32 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.62% | -0.11% | -2.70% | |
| 33 | ✓ | Mastercard Incorporated | 股票-其他 | 0.59% | -0.34% | -5.70% | |
| 34 | SHOP | Shopify INC - Class A | 股票-科技 | 0.58% | -0.41% | -14.75% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.53% | — | +1.47% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | -0.29% | -25.22% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.50% | — | -4.60% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.49% | -0.12% | -11.06% | |
| 39 | ✓ | Netflix, Inc. | 股票-其他 | 0.48% | +0.21% | -20.49% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | — | -5.85% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.39% | — | +7.46% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.39% | — | -0.90% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.14% | -3.59% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.38% | — | -0.42% | |
| 45 | ZTS | Zoetis INC | 股票-医疗保健 | 0.38% | -0.19% | -2.01% | |
| 46 | CHTH | Cnl Healthcare Properties In | 股票-其他 | 0.37% | -0.36% | EXIT | |
| 47 | PH | Parker Hannifin CORP | 股票-工业 | 0.37% | — | -4.34% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.36% | -22.56% | |
| 49 | NOW | Servicenow INC | 股票-科技 | 0.35% | -0.22% | -10.47% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.34% | +0.15% | +3.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +21.48% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +34.93% | 加仓 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.7% | +53.20% | 加仓 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +20.17% | 加仓 |
| 5 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.7% | +44.98% | 加仓 |
| 6 | AVGO | Broadcom INC | +0.6% | +63.79% | 加仓 |
| 7 | CAML | Congress Large Cap Growth | +0.5% | +2.30% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.5% | +12.77% | 加仓 |
| 9 | CSMD | Congress Smid Growth ETF | +0.4% | +3.09% | 加仓 |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +3.61% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.3% | -15.17% | 减仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.76% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +17.65% | 加仓 |
| 14 | IDXX | Idexx Laboratories INC | +0.2% | -11.87% | 加仓 |
| 15 | IWY | Ishares Russell Top 200 Grow | +0.2% | +26.00% | 加仓 |
| 16 | BINV | Brandes International ETF | +0.2% | +2.52% | 加仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +135.91% | 加仓 |
| 18 | SNPS | Synopsys INC | +0.1% | +188.38% | 加仓 |
| 19 | NET | Cloudflare INC - Class A | +0.1% | -15.86% | 加仓 |
| 20 | EHC | Encompass Health CORP | +0.1% | -13.86% | 加仓 |
| 21 | ✓ | ASML Holding N.V. | +0.1% | +15.23% | 加仓 |
| 22 | UBER | Uber Technologies INC | +0.1% | +90.30% | 加仓 |
| 23 | BSX | Boston Scientific CORP | +0.1% | +211.92% | 加仓 |
| 24 | INTU | Intuit INC | +0.1% | +50.26% | 加仓 |
| 25 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +39.75% | 加仓 |
| 26 | BSMC | Brandes US Small-mid Cap Val | +0.1% | +3.02% | 加仓 |
| 27 | FLIA | Franklin International Aggre | +0.1% | +8.63% | 加仓 |
| 28 | PCGG | Polen Capital Global Growth | +0.1% | +2.73% | 加仓 |
| 29 | USSE | Sb&h Select Equity ETF | +0.1% | +1.27% | 加仓 |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +0.79% | 减仓 |
| 31 | BUSA | Brandes US Value ETF | -0.1% | +2.55% | 加仓 |
| 32 | FLCO | Franklin Investment Grade Co | -0.1% | +1.53% | 加仓 |
| 33 | IT | Gartner INC | -0.2% | -90.46% | 减仓 |
| 34 | PFE | Pfizer INC | -0.2% | -60.67% | 减仓 |
| 35 | SAIA | Saia INC | -0.2% | +47.04% | 减仓 |
| 36 | ATR | Aptargroup INC | -0.2% | -99.25% | 减仓 |
| 37 | RMD | Resmed INC | -0.2% | -2.43% | 减仓 |
| 38 | TDY | Teledyne Technologies INC | -0.2% | -3.42% | 减仓 |
| 39 | USFD | US Foods Holding CORP | -0.2% | -83.85% | 减仓 |
| 40 | WDAY | Workday Inc-class A | -0.2% | -52.70% | 减仓 |
| 41 | AON | Aon plc | -0.2% | -20.54% | 减仓 |
| 42 | ✓ | Adobe Inc. | -0.2% | -27.83% | 减仓 |
| 43 | BKLN | Invesco Senior Loan ETF | -0.2% | -97.89% | 减仓 |
| 44 | ACN | Accenture plc | -0.3% | -31.88% | 减仓 |
| 45 | CPRT | Copart INC | -0.3% | -4.94% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.3% | -22.56% | 减仓 |
| 47 | V | Visa Inc-class A Shares | -0.4% | -12.28% | 减仓 |
| 48 | AMZN | Amazon.com INC | -0.4% | -8.77% | 减仓 |
| 49 | TMO | Thermo Fisher Scientific INC | -0.5% | -63.33% | 减仓 |
| 50 | UNH | Unitedhealth Group INC | -0.6% | -54.53% | 减仓 |