CIK: 0001044905
申报总市值
US$16.6亿
仅显示前 200 大持股（共 323 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 | 9.29% | -0.66% | -4.36% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.02% | -0.94% | -2.32% | |
| 3 | IXN | Ishares Global Tech ETF | ETF-科技型 | 3.03% | -0.08% | +3.84% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.83% | +0.15% | +12.52% | |
| 5 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 2.65% | — | -3.09% | |
| 6 | PGR | Progressive CORP | 股票-金融 | 2.52% | -0.24% | -1.60% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.45% | -0.27% | -2.35% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.41% | -0.24% | -1.55% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.18% | -2.74% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 2.09% | -0.07% | -3.42% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.53% | +0.19% | -5.14% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 1.48% | +0.16% | -2.48% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.45% | +0.13% | -0.56% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.45% | -0.08% | -7.06% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.33% | -0.18% | -5.27% | |
| 16 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.23% | -0.08% | -2.68% | |
| 17 | LPX | Louisiana-pacific CORP | 股票-工业 | 1.21% | -0.07% | -0.06% | |
| 18 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.20% | — | -3.20% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.17% | -0.08% | -11.73% | |
| 20 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.16% | — | — | |
| 21 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 1.11% | — | +6.05% | |
| 22 | COP | Conocophillips | 股票-能源 | 1.11% | +0.39% | -1.31% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.05% | -0.20% | +26.56% | |
| 24 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.04% | -0.13% | -6.93% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.97% | — | -4.04% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.95% | +0.09% | -1.22% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.48% | +1.48% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | -0.13% | -4.78% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | — | +3.22% | |
| 30 | IYF | Ishares US Financials ETF | ETF-其他 | 0.92% | -0.06% | -0.78% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.25% | -2.06% | |
| 32 | INTU | Intuit INC | 股票-科技 | 0.86% | -0.07% | -5.49% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | -0.12% | -1.11% | |
| 34 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.78% | — | +931.78% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.74% | — | -2.51% | |
| 36 | PHM | Pultegroup INC | 股票-周期性消费 | 0.73% | — | -0.79% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事业 | 0.70% | +0.11% | -2.66% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | -0.22% | -3.74% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.68% | -0.22% | -2.58% | |
| 40 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.68% | — | -9.93% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.66% | -0.07% | -11.58% | |
| 42 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.65% | — | +2.47% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.64% | — | +0.05% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.63% | — | +0.20% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | -0.94% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.62% | +0.08% | -2.00% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | +0.12% | +2.84% | |
| 48 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-科技型 | 0.59% | — | +12.60% | |
| 49 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.58% | — | -26.47% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | +0.10% | -7.86% |