CIK: 0001555829
申报总市值
US$1.3亿
仅显示前 200 大持股（共 238 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 | MSFT | Microsoft CORP | 股票-科技 | 5.27% | — | -1.82% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.17% | — | -9.63% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.10% | — | -0.30% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.95% | — | +14.94% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.91% | — | -0.40% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.56% | — | -6.41% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.40% | — | +27.46% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | — | +25.76% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.31% | — | +133.13% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.25% | — | +55.54% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | — | +14.72% | |
| 12 | BLKCHF | Blackrock INC | 股票-其他 | 1.09% | — | -34.22% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | — | -24.32% | |
| 14 | GS | Goldman Sachs Group INC | 股票-金融 | 1.02% | — | +23.68% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 0.96% | — | +172.56% | |
| 16 | ACN | Accenture plc | 股票-科技 | 0.96% | — | -32.14% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | — | -42.01% | |
| 18 | ADBE | Adobe INC | 股票-科技 | 0.94% | — | -9.60% | |
| 19 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.93% | — | -27.61% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.92% | — | +33.78% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | — | +109.91% | |
| 22 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.89% | — | +11.66% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | — | +9.50% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.88% | — | -15.30% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | — | -7.62% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | +13.17% | |
| 27 | TEL | TE Connectivity plc | 股票-科技 | 0.84% | — | +12.28% | |
| 28 | AON | Aon plc | 股票-金融 | 0.83% | — | +96.67% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.80% | — | +166.14% | |
| 30 | FRCB | First Republic Bank/ca | 股票-金融 | 0.79% | — | -21.02% | |
| 31 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.76% | — | -5.60% | |
| 32 | SPGI | S&p Global INC | 股票-金融 | 0.74% | — | -17.58% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | — | +77.63% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.70% | — | -8.53% | |
| 35 | AMT | American Tower CORP | 股票-房地产 | 0.70% | — | +26.67% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.70% | — | +121.13% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.69% | — | +1.51% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | -24.08% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.68% | — | — | |
| 40 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.67% | — | -34.91% | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.66% | — | -14.57% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.63% | — | +2.08% | |
| 43 | PSA | Public Storage | 股票-房地产 | 0.61% | — | — | |
| 44 | PLD | Prologis INC | 股票-房地产 | 0.60% | — | -15.10% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | — | — | |
| 46 | CCI | Crown Castle INC | 股票-房地产 | 0.60% | — | +39.44% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | — | +972.27% | |
| 48 | ETN | Eaton Corporation plc | 股票-工业 | 0.59% | — | -23.29% | |
| 49 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.58% | — | +3.13% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.57% | — | -4.57% |