CIK: 0000870260
申报总市值
US$8319.4万
仅显示前 200 大持股（共 236 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 | AAPL | Apple INC | 股票-科技 | 13.52% | -3.74% | +1.63% | |
| 2 | ✓ | Spdr Ser Tr Spdr Bloomberg | 股票-其他 | 4.90% | -1.86% | EXIT | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.32% | -0.78% | +7.17% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.16% | -1.44% | +4.79% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | -2.55% | +6.03% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | +2.31% | +7.17% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.12% | -1.84% | +89.10% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | +0.97% | +7.45% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.41% | +8.06% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | -1.15% | +1.38% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.71% | +4.25% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.32% | -0.25% | +9.92% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.26% | -1.07% | +276.90% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.11% | +0.08% | -0.70% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.11% | +2.86% | +22.59% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.10% | +0.83% | +2.45% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.99% | -0.44% | +2.73% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | -0.47% | +4.17% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工业 | 0.86% | — | +7.10% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +1.87% | +29.33% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.79% | -0.37% | EXIT | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.73% | — | +18.41% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.71% | +0.68% | +3.25% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | +0.47% | -0.11% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.71% | -0.51% | EXIT | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.69% | -0.63% | EXIT | |
| 27 | DE | Deere & Co | 股票-工业 | 0.65% | — | +8.65% | |
| 28 | ADBE | Adobe INC | 股票-科技 | 0.63% | — | -2.85% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.62% | -0.48% | +5.11% | |
| 30 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.61% | -0.60% | EXIT | |
| 31 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.60% | — | -0.78% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.60% | -0.35% | EXIT | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.59% | — | +3.91% | |
| 34 | FITB | Fifth Third Bancorp | 股票-金融 | 0.58% | -0.56% | EXIT | |
| 35 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.56% | — | -29.36% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | -0.44% | EXIT | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.56% | — | +2.70% | |
| 38 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.55% | -0.32% | EXIT | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | +0.51% | +7.37% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | — | +20.04% | |
| 41 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.54% | — | +3.51% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | +0.32% | +35.31% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.53% | — | +27.41% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | +0.23% | -1.89% | |
| 45 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.52% | -0.60% | EXIT | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.51% | — | +24.00% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.47% | -0.40% | EXIT | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.46% | — | +2.66% | |
| 49 | ✓ | Proshares Tr Ii | 股票-其他 | 0.46% | — | — | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.44% | — | +0.56% |