CIK: 0001044905
申报总市值
US$16.6亿
仅显示前 200 大持股（共 344 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 | 10.16% | -0.66% | -2.99% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.72% | -0.94% | -0.51% | |
| 3 | IXN | Ishares Global Tech ETF | ETF-科技型 | 3.21% | -0.08% | +4.60% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.06% | -0.27% | -0.07% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.79% | +0.15% | +8.69% | |
| 6 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 2.37% | — | -0.41% | |
| 7 | ABBV | Abbvie INC | 股票-医疗保健 | 2.33% | -0.07% | -1.48% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.18% | -1.04% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 2.10% | -0.24% | -0.75% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.08% | -0.24% | -0.92% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.51% | +0.13% | -0.43% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 1.41% | +0.16% | -0.89% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.28% | +0.19% | -1.36% | |
| 14 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.28% | — | +0.04% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.22% | -0.08% | +5.78% | |
| 16 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.20% | -0.08% | -0.56% | |
| 17 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.20% | — | — | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.16% | -0.18% | -2.20% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | -0.13% | -0.73% | |
| 20 | LPX | Louisiana-pacific CORP | 股票-工业 | 1.13% | -0.07% | -0.35% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.12% | -0.08% | -15.71% | |
| 22 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 1.10% | — | +9.25% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.07% | -0.20% | +1.33% | |
| 24 | COP | Conocophillips | 股票-能源 | 1.03% | +0.39% | -2.35% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | +0.25% | -0.56% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.96% | -0.13% | -2.13% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.91% | — | +3.48% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.48% | +0.44% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | — | +0.35% | |
| 30 | IYF | Ishares US Financials ETF | ETF-其他 | 0.87% | -0.06% | -0.67% | |
| 31 | PHM | Pultegroup INC | 股票-周期性消费 | 0.80% | — | -3.13% | |
| 32 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.79% | — | +6.72% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | +0.09% | -3.56% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | +23.68% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | -0.12% | -2.73% | |
| 36 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-科技型 | 0.70% | — | +24.04% | |
| 37 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.69% | — | +10.15% | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.66% | — | +69.65% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.66% | +0.11% | -4.03% | |
| 40 | EUAD | Select Stoxx Eur Aer De ETF | ETF-其他 | 0.64% | — | +29.90% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.64% | -0.22% | -2.66% | |
| 42 | INTU | Intuit INC | 股票-科技 | 0.63% | -0.07% | -6.89% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | -0.26% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | +0.29% | +33.57% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | +0.12% | +10.23% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.60% | — | +0.26% | |
| 47 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | -4.01% | |
| 48 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.57% | — | -7.63% | |
| 49 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.56% | — | -4.63% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | +0.10% | -1.29% |