CIK: 0000315014
申报总市值
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仅显示前 200 大持股（共 604 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 | 11.37% | — | +0.11% | |
| 2 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 3.69% | — | -2.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | — | -2.41% | |
| 4 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 2.49% | — | -41.05% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.42% | — | +18.44% | |
| 6 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.05% | — | -2.79% | |
| 7 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 1.88% | — | -2.75% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.87% | — | — | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | — | +9.34% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | — | +8.86% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.42% | — | +0.15% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.33% | — | -2.53% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | — | +3.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | — | +16.97% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | — | — | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.91% | — | +44.39% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.91% | — | +9.27% | |
| 18 | ADBE | Adobe INC | 股票-科技 | 0.84% | — | +10.83% | |
| 19 | NOW | Servicenow INC | 股票-科技 | 0.82% | — | -4.14% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.79% | — | -15.66% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | +1.88% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | — | +29.64% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | +24.40% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -1.02% | |
| 25 | INTU | Intuit INC | 股票-科技 | 0.71% | — | -1.77% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.69% | — | +23.12% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.68% | — | -1.72% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.64% | — | -0.78% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | — | +3.55% | |
| 30 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.63% | — | -0.10% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | +362.81% | |
| 32 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.60% | — | -0.48% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | — | +1.67% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -0.68% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | +17.19% | |
| 36 | UBER | Uber Technologies INC | 股票-工业 | 0.52% | — | +20.52% | |
| 37 | ZTS | Zoetis INC | 股票-医疗保健 | 0.49% | — | -1.37% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | +2.90% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.43% | — | -0.27% | |
| 40 | CTAS | Cintas CORP | 股票-工业 | 0.42% | — | -0.28% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | — | -0.20% | |
| 42 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.41% | — | +9.24% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.40% | — | — | |
| 44 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.40% | — | +9.86% | |
| 45 | FICO | Fair Isaac CORP | 股票-科技 | 0.37% | — | -38.12% | |
| 46 | SPGI | S&p Global INC | 股票-金融 | 0.37% | — | +17.10% | |
| 47 | DXCM | Dexcom INC | 股票-医疗保健 | 0.36% | — | -30.49% | |
| 48 | CSGP | Costar Group INC | 股票-房地产 | 0.35% | — | +7.77% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.35% | — | +14.35% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.34% | — | +15.15% |