CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 676 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 9.82% | +0.62% | -3.56% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.77% | -0.06% | -7.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.59% | -5.30% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.12% | — | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.39% | — | -0.08% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.70% | -0.19% | — | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.66% | — | -6.55% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | -0.10% | -10.76% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | — | -15.24% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.08% | -0.14% | -10.23% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.87% | -0.18% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.48% | -0.05% | -0.15% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.32% | -0.08% | — | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.32% | — | — | |
| 15 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.21% | — | — | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | +0.15% | -9.24% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.15% | -0.04% | — | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.11% | — | — | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.10% | — | — | |
| 20 | AMP | Ameriprise Financial INC | 股票-金融 | 0.94% | — | — | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | -0.02% | -2.30% | |
| 22 | DE | Deere & Co | 股票-工业 | 0.92% | +0.27% | — | |
| 23 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.92% | — | — | |
| 24 | TGT | Target CORP | 股票-周期性消费 | 0.88% | — | -7.19% | |
| 25 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.84% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | — | -17.43% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 0.78% | +0.52% | — | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 0.72% | — | +0.18% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.71% | — | -1.88% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 0.71% | — | — | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.66% | -0.16% | — | |
| 32 | ITW | Illinois Tool Works | 股票-工业 | 0.64% | — | -2.42% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | -12.96% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | — | -18.75% | |
| 35 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.59% | — | +3.20% | |
| 36 | CME | Cme Group INC | 股票-金融 | 0.57% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.03% | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | -0.07% | +28.12% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | -32.18% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | -28.53% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | +0.16% | +3.42% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.47% | — | — | |
| 43 | COP | Conocophillips | 股票-能源 | 0.44% | +0.12% | +29.45% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.42% | — | -16.72% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.04% | -4.31% | |
| 46 | PAYX | Paychex INC | 股票-科技 | 0.39% | -0.07% | +0.45% | |
| 47 | TSLA | Tesla INC | 股票-周期性消费 | 0.39% | — | +11.24% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.36% | — | +4.84% | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.36% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.35% | — | — |