CIK: 0001056515
申报总市值
US$7.2亿
仅显示前 200 大持股（共 231 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 | 8.34% | — | -1.70% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.40% | — | -0.52% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.94% | — | +0.87% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | — | -0.36% | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.74% | — | -0.74% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.46% | — | +0.87% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.03% | — | +0.36% | |
| 8 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.51% | — | -0.05% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 2.36% | — | +1.58% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 2.23% | — | -0.98% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.17% | — | +1.53% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.08% | — | -1.20% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | — | -0.34% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.67% | — | +1.32% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.67% | — | +0.68% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.63% | — | -4.02% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.61% | — | -0.08% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | — | -0.52% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | — | -2.33% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.43% | — | +3.29% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | — | -0.53% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | — | -3.88% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.14% | — | -0.83% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.12% | — | -0.06% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 1.04% | — | -1.42% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | — | -0.24% | |
| 27 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.00% | — | -0.98% | |
| 28 | HON | Honeywell International INC | 股票-工业 | 0.93% | — | -0.76% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | — | -0.47% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.88% | — | +3.97% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 0.77% | — | +0.46% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.76% | — | -0.81% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.73% | — | -0.36% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.69% | — | -2.12% | |
| 35 | ✓ | Select Sector Spdr Tr Sbi Mate | 股票-其他 | 0.69% | — | +0.97% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | — | -2.94% | |
| 37 | BBH | Vaneck Biotech ETF | ETF-科技型 | 0.66% | — | -2.25% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.64% | — | +1.58% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | +3.24% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.63% | — | -1.20% | |
| 41 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.63% | — | +231.66% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.61% | — | -3.60% | |
| 43 | TT | Trane Technologies plc | 股票-工业 | 0.60% | — | -1.12% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.59% | — | -4.24% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.58% | — | -2.13% | |
| 46 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.58% | — | -2.43% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | — | -1.63% | |
| 48 | IHF | Ishares U.s. Healthcare Prov | ETF-其他 | 0.55% | — | -0.37% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.52% | — | -0.25% | |
| 50 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.52% | — | -0.21% |