CIK: 0001555829
申报总市值
US$1.3亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.45% | — | +11.44% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.23% | — | +24.51% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.13% | — | -9.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | — | -19.99% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.89% | — | -12.17% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.15% | — | -19.50% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.15% | — | +100.43% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.00% | — | +42.28% | |
| 9 | PLD | Prologis INC | 股票-房地产 | 1.94% | — | -4.34% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.88% | — | +0.08% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | — | -0.94% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.63% | — | -16.00% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.53% | — | -5.29% | |
| 14 | ADBE | Adobe INC | 股票-科技 | 1.47% | — | -15.86% | |
| 15 | ZTS | Zoetis INC | 股票-医疗保健 | 1.47% | — | -5.26% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.44% | — | +5.28% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.32% | — | -42.84% | |
| 18 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.30% | — | — | |
| 19 | SIVBEUR | Svb Financial Group | 股票-其他 | 1.24% | — | -2.98% | |
| 20 | BAX | Baxter International INC | 股票-医疗保健 | 1.16% | — | -4.39% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 1.15% | — | -27.88% | |
| 22 | CI | The Cigna Group | 股票-医疗保健 | 1.12% | — | — | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 1.11% | — | — | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 1.07% | — | +41.78% | |
| 25 | RSG | Republic Services INC | 股票-工业 | 1.05% | — | -8.13% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.01% | — | -8.72% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | — | -43.94% | |
| 28 | DPZ | Domino's Pizza INC | 股票-周期性消费 | 0.97% | — | -12.04% | |
| 29 | XPO | Xpo INC | 股票-工业 | 0.94% | — | -22.62% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.88% | — | — | |
| 31 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.86% | — | -7.85% | |
| 32 | ✓ | 股票-其他 | 0.85% | — | -31.48% | ||
| 33 | ✓ | 股票-其他 | 0.78% | — | -34.41% | ||
| 34 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.76% | — | — | |
| 35 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.74% | — | -23.89% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.73% | — | -23.73% | |
| 37 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.73% | — | — | |
| 38 | T | At&t INC | 股票-通信服务 | 0.71% | — | -50.55% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | -60.04% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.67% | — | +187.78% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | — | — | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | +564.58% | |
| 43 | C | Citigroup INC | 股票-金融 | 0.61% | — | -11.66% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | +4.55% | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.57% | — | -10.34% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.57% | — | -7.41% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | -2.48% | |
| 49 | FRCB | First Republic Bank/ca | 股票-金融 | 0.55% | — | -39.38% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | — |