CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 3153 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 | 5.52% | -0.35% | +7.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.52% | -0.26% | +3.41% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.56% | -0.33% | +1008.69% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.60% | +4.41% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.59% | +0.21% | +4.63% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.57% | -0.10% | +6.50% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.36% | +0.09% | +2.26% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | — | -1.40% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.30% | +0.16% | +5.81% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | — | +2.09% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | — | +3.41% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.19% | — | +2.06% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.13% | -0.09% | +5.44% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.06% | -0.31% | +5.44% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.02% | +0.05% | +3.33% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.10% | +6.22% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | -0.11% | +3.77% | |
| 18 | APO | Apollo Global Management INC | 股票-金融 | 0.85% | +0.18% | +0.36% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | +3.68% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | +4.48% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | -0.20% | +26.89% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | +2.23% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.78% | -0.11% | +3.93% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | +3.15% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | +3.43% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | — | +1.19% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.64% | +0.13% | +13.20% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | +0.10% | +2.20% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | — | +7.64% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | +4.21% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.58% | — | +6.59% | |
| 32 | AMGN | Amgen INC | 股票-医疗保健 | 0.54% | — | +5.60% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | +0.08% | +7.44% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | +6.36% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | +4.33% | |
| 36 | NOW | Servicenow INC | 股票-科技 | 0.47% | -0.25% | +6.18% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.47% | +0.09% | +3.49% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | — | +11.19% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.46% | -0.07% | +6.47% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.11% | -2.25% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | — | -2.79% | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.45% | -0.08% | +26.67% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +0.92% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.08% | +2.05% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +2.78% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | -0.16% | -32.29% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.42% | — | -0.65% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.40% | — | +3.05% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | -2.65% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.39% | — | +7.35% |