CIK: 0000728618
申报总市值
US$3.3亿
仅显示前 200 大持股（共 2627 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 | 5.44% | — | -3.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.19% | — | -3.34% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.49% | — | -2.31% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.98% | — | -3.51% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | — | -3.16% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.76% | — | — | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 1.53% | — | +0.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.50% | -0.81% | -14.52% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | — | +287.13% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | — | -3.34% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | -5.22% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | -4.53% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | -3.65% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.83% | +0.11% | +23.39% | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 0.75% | — | -3.20% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | — | -3.34% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 0.75% | — | -3.44% | |
| 18 | ADBE | Adobe INC | 股票-科技 | 0.67% | — | -3.41% | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.66% | — | -3.37% | |
| 20 | NFLX | Netflix INC | 股票-通信服务 | 0.65% | — | -3.32% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | -4.00% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | -5.03% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | -3.27% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | +90.38% | |
| 25 | CRM | Salesforce INC | 股票-科技 | 0.49% | — | +2.63% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | -3.18% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.48% | — | -2.93% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | -3.20% | |
| 29 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 0.47% | — | — | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | -3.17% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | -3.14% | |
| 32 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.45% | — | -3.06% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.45% | — | -3.39% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | +0.05% | -7.07% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | — | -3.28% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.44% | — | -3.40% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | — | -3.37% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | -3.15% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | -3.28% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.40% | — | -3.25% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.40% | — | -3.28% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.39% | — | -3.25% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.38% | — | -2.91% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.36% | — | -3.22% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.35% | — | -0.03% | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.35% | — | -3.78% | |
| 47 | INTU | Intuit INC | 股票-科技 | 0.35% | — | -3.22% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.35% | — | -9.92% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.35% | — | -3.23% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.34% | — | -3.25% |