CIK: 0001050743
申报总市值
US$78.2亿
仅显示前 200 大持股（共 694 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 | 5.21% | -0.36% | -2.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.59% | -0.88% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.40% | -0.16% | +6.62% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.98% | -0.32% | +0.12% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.18% | -1.44% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | -0.09% | +1.04% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.56% | -0.08% | +7.98% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | -0.11% | +6.99% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | +0.47% | +0.04% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.28% | — | -0.21% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.28% | +0.12% | -1.29% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.28% | -0.17% | -0.17% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.24% | — | -0.17% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | +0.19% | -1.04% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.18% | — | +1.88% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | +0.14% | +0.60% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.08% | — | -0.67% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.14% | -0.37% | |
| 19 | FNF | Fidelity National Financial | 股票-金融 | 1.02% | -0.11% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | — | -1.64% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.99% | — | +11.29% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.91% | +0.23% | -0.22% | |
| 23 | BLKCHF | Blackrock INC | 股票-其他 | 0.90% | — | -0.66% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.88% | — | +39.61% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | — | -0.49% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | -0.12% | +2.35% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | -1.75% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | -1.51% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | -0.16% | -4.44% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.75% | — | -8.02% | |
| 31 | AMAT | Applied Materials INC | 股票-科技 | 0.72% | +0.24% | -1.00% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | — | +6.37% | |
| 33 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.71% | — | -1.26% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | -0.46% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | +16.02% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.66% | -0.06% | -0.91% | |
| 37 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.65% | — | +0.77% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.65% | — | +0.76% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.64% | — | -2.65% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.62% | — | +15.96% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +10.65% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.60% | -0.11% | -2.01% | |
| 43 | GD | General Dynamics CORP | 股票-工业 | 0.59% | — | -0.24% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | -0.11% | -1.36% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | +0.04% | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.57% | -0.05% | -0.03% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.57% | -0.07% | -0.47% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.18% | +0.74% | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | — | -3.08% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | +0.29% |