CIK: 0001040197
申报总市值
US$177.2亿
仅显示前 200 大持股（共 1262 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.80% | -0.44% | +6.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.07% | -0.52% | +3.90% | |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 3.90% | — | +3.42% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.64% | +0.14% | +0.68% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.22% | +0.03% | +6.75% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | +0.01% | +916.94% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.87% | — | +3.23% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.60% | — | +5.60% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.58% | -0.08% | +2.22% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.56% | +0.07% | +12.99% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.45% | -0.12% | +11.91% | |
| 12 | ✓ | Invesco Qqq Trust | 股票-其他 | 1.35% | — | +3.00% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.32% | — | +0.90% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.17% | +2.48% | |
| 15 | ✓ | Alphabet Inc. | 股票-其他 | 1.28% | — | -2.99% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.22% | — | +12.98% | |
| 17 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.15% | — | +0.38% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.00% | +0.04% | +7.66% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | -0.11% | +14.93% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | +0.15% | +0.48% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.95% | -0.07% | +2.77% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.93% | -0.15% | -6.17% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.12% | +2.09% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.87% | -0.08% | +0.72% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.87% | -0.28% | +17.63% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | — | +0.42% | |
| 27 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新兴市场 | 0.78% | — | +0.41% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | +0.07% | +0.45% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | +0.25% | +2.97% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | -0.05% | +1.78% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.08% | +0.84% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | -0.27% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | -0.99% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.68% | +0.13% | +6.23% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | -0.13% | -0.58% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.65% | — | -1.21% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.65% | +0.19% | -1.54% | |
| 38 | ✓ | AbbVie Inc. | 股票-其他 | 0.63% | — | +0.60% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.63% | — | +5.36% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | — | +1.17% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.51% | -0.07% | +3.33% | |
| 42 | ✓ | Invesco Aerospace & Defense Et | 股票-其他 | 0.50% | — | +12.57% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.47% | — | +0.56% | |
| 44 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.46% | — | -1.63% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | — | +1.29% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.45% | +0.04% | +2.33% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.44% | — | +2.70% | |
| 48 | ✓ | Booking Holdings Inc. | 股票-其他 | 0.44% | — | +9.02% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.42% | -0.11% | +0.48% | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.41% | — | +2.89% |