CIK: 0000315014
申报总市值
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仅显示前 200 大持股（共 600 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 12.44% | — | -1.85% | |
| 2 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 4.81% | — | +3.71% | |
| 3 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.15% | — | +0.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | — | +9.67% | |
| 5 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.42% | — | +5511.24% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 2.25% | — | +1.74% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.02% | — | +9.68% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.97% | — | +2.22% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.69% | — | +1.42% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.49% | — | +1.11% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.42% | — | -1.85% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | — | +9.42% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | — | +9.84% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.01% | — | +1.32% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | — | +158.71% | |
| 16 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.77% | — | -0.80% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | — | +0.53% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | — | +0.51% | |
| 19 | NOW | Servicenow INC | 股票-科技 | 0.70% | — | -5.46% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +8.75% | |
| 21 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.65% | — | +0.29% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | -0.10% | |
| 23 | INTU | Intuit INC | 股票-科技 | 0.63% | — | -2.95% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | — | -1.52% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | — | -13.84% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | — | -0.53% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -3.04% | |
| 28 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.53% | — | -0.76% | |
| 29 | FICO | Fair Isaac CORP | 股票-科技 | 0.50% | — | -1.75% | |
| 30 | ADBE | Adobe INC | 股票-科技 | 0.50% | — | +1.99% | |
| 31 | DXCM | Dexcom INC | 股票-医疗保健 | 0.50% | — | -4.54% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | +3.22% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | +2.67% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | +59.12% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.44% | — | +112.77% | |
| 36 | CTAS | Cintas CORP | 股票-工业 | 0.42% | — | -0.11% | |
| 37 | ZTS | Zoetis INC | 股票-医疗保健 | 0.41% | — | -0.23% | |
| 38 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.41% | — | +12.92% | |
| 39 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.39% | — | +4.99% | |
| 40 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.38% | — | +1.26% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.37% | — | -3.81% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | — | -65.57% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.36% | — | +2.98% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +6.54% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | — | +12.58% | |
| 46 | ADSK | Autodesk INC | 股票-科技 | 0.34% | — | +15.14% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.32% | — | +24.10% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.32% | — | +15.41% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.32% | — | +5.01% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | — | +0.27% |