CIK: 0001457833
申报总市值
US$23.8亿
仅显示前 200 大持股（共 1241 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.56% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.26% | +5.70% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | +3.17% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.76% | +4.37% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.24% | +3.06% | NEW | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.01% | +3.26% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.68% | +2.51% | NEW | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.44% | +2.06% | NEW | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.09% | +2.09% | NEW | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.62% | +1.41% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | +1.64% | NEW | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.48% | +1.24% | NEW | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | +1.35% | NEW | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.40% | +2.17% | NEW | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.33% | +0.90% | NEW | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.32% | +1.85% | NEW | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.04% | +1.00% | NEW | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | +1.08% | NEW | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | +0.89% | NEW | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 0.91% | +0.58% | NEW | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.89% | +0.70% | NEW | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.84% | +0.79% | NEW | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | +0.99% | NEW | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | +0.68% | NEW | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | +0.90% | NEW | |
| 26 | PANW | Palo Alto Networks INC | 股票-科技 | 0.78% | +1.01% | NEW | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.78% | +0.61% | NEW | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.73% | +0.92% | NEW | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | +0.86% | NEW | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | — | -1.17% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.69% | +0.57% | NEW | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.68% | +0.54% | NEW | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | +0.58% | NEW | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.58% | +0.58% | NEW | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.62% | NEW | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | +0.89% | NEW | |
| 37 | IQLT | Ishares Msci International Q | ETF-其他 | 0.57% | +1.53% | NEW | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.55% | NEW | |
| 39 | AXP | American Express Co | 股票-金融 | 0.55% | +0.56% | NEW | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.54% | — | +1.09% | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.53% | — | +3.34% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | -0.78% | |
| 43 | ZTS | Zoetis INC | 股票-医疗保健 | 0.52% | — | +2.10% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.52% | +0.63% | NEW | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.52% | +0.53% | NEW | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.51% | — | -4.90% | |
| 47 | DFAT | Dimensional US Target Value | ETF-其他 | 0.49% | +0.63% | NEW | |
| 48 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.49% | — | -0.78% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.49% | +0.60% | NEW | |
| 50 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.48% | +0.56% | NEW |