CIK: 0001217758
申报总市值
US$33.4亿
仅显示前 200 大持股（共 683 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.14% | — | +6.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.41% | — | +1.25% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.55% | — | +1.29% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.98% | — | -20.85% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | — | +0.76% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.35% | — | +2.34% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.10% | — | +1.35% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.64% | — | -1.27% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.15% | — | +1.52% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.72% | — | -5.19% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.70% | — | +1.47% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.44% | — | -1.59% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | — | -0.50% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.05% | — | +21.59% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | — | +6.97% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.98% | — | +11.13% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | -0.01% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | -0.39% | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.93% | — | +0.28% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.81% | — | +0.15% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.75% | — | -2.12% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.71% | — | -3.66% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | +3.46% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | +0.46% | |
| 25 | ELV | Elevance Health INC | 股票-医疗保健 | 0.62% | — | -1.51% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.58% | — | -4.49% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +2.42% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.56% | — | -1.19% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.54% | — | +6.08% | |
| 30 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.54% | — | +0.20% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +0.78% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.51% | — | -3.30% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.50% | — | +1.96% | |
| 34 | TGT | Target CORP | 股票-周期性消费 | 0.49% | — | -1.64% | |
| 35 | MU | Micron Technology INC | 股票-科技 | 0.48% | — | -2.11% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.45% | — | -3.60% | |
| 37 | NOC | Northrop Grumman CORP | 股票-工业 | 0.44% | — | -0.53% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.42% | — | -0.34% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.40% | — | -2.14% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.40% | — | -3.88% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.39% | — | -12.14% | |
| 42 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.38% | — | -0.30% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +5.92% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | — | +722.71% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.36% | — | +0.26% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | — | +6.16% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.36% | — | +2.35% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | — | +1.78% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.35% | — | -1.51% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.35% | — | +4.05% |