CIK: 0001044905
申报总市值
US$16.6亿
仅显示前 200 大持股（共 315 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 | 12.25% | -0.66% | -1.70% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.43% | -0.94% | -0.43% | |
| 3 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 3.49% | — | -2.02% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.69% | -0.27% | -0.54% | |
| 5 | IXN | Ishares Global Tech ETF | ETF-科技型 | 2.63% | -0.08% | +0.95% | |
| 6 | PGR | Progressive CORP | 股票-金融 | 2.38% | -0.24% | -1.31% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.25% | -0.24% | -0.87% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 2.15% | -0.07% | -1.47% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | -0.18% | -1.30% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.62% | -0.08% | +1.98% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.56% | +0.19% | -1.61% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 1.47% | +0.16% | -1.95% | |
| 13 | LPX | Louisiana-pacific CORP | 股票-工业 | 1.43% | -0.07% | -1.03% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.35% | -0.20% | +2.21% | |
| 15 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.31% | -0.08% | +389.79% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.28% | -0.08% | -1.07% | |
| 17 | COP | Conocophillips | 股票-能源 | 1.28% | +0.39% | -13.02% | |
| 18 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.25% | — | +0.71% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.20% | -0.18% | -2.26% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.18% | +0.13% | -0.58% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.08% | -0.13% | -2.74% | |
| 22 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.07% | — | -0.45% | |
| 23 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 1.07% | — | -2.00% | |
| 24 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.05% | -0.13% | +8.82% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.03% | +0.15% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.99% | — | +45.67% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | +0.48% | +0.58% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.25% | -2.42% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.91% | +0.09% | +0.06% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.89% | -0.07% | -0.08% | |
| 31 | IYF | Ishares US Financials ETF | ETF-其他 | 0.87% | -0.06% | -3.16% | |
| 32 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.86% | — | -5.41% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | — | +0.55% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | -0.12% | +0.03% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | +0.10% | -0.90% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.82% | -0.22% | +0.04% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事业 | 0.81% | +0.11% | -5.28% | |
| 38 | PHM | Pultegroup INC | 股票-周期性消费 | 0.78% | — | -0.45% | |
| 39 | INTU | Intuit INC | 股票-科技 | 0.76% | -0.07% | -4.22% | |
| 40 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.75% | — | -6.50% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.72% | -0.22% | -4.70% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.71% | — | -1.23% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | -3.23% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.68% | — | -1.24% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.64% | +0.08% | +0.25% | |
| 46 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.58% | — | +79.85% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | -0.70% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | +0.12% | +3.82% | |
| 49 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.56% | — | -5.59% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.17% | -2.82% |