CIK: 0001457833
申报总市值
US$23.8亿
仅显示前 200 大持股（共 1222 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 | 6.19% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.64% | +5.70% | NEW | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.86% | +4.37% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.89% | +3.26% | NEW | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.55% | +3.17% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.15% | +3.06% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.59% | +2.51% | NEW | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.31% | +2.09% | NEW | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.15% | +2.06% | NEW | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.71% | +2.17% | NEW | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.71% | +1.85% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | +1.64% | NEW | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.60% | +1.35% | NEW | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.36% | +1.41% | NEW | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.32% | +1.24% | NEW | |
| 16 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.08% | +0.90% | NEW | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | +0.89% | NEW | |
| 18 | IQLT | Ishares Msci International Q | ETF-其他 | 0.99% | +1.53% | NEW | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 0.98% | +1.01% | NEW | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | +0.99% | NEW | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.96% | +0.90% | NEW | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.96% | +1.00% | NEW | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | +1.08% | NEW | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | +0.86% | NEW | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.77% | +0.92% | NEW | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.77% | +0.70% | NEW | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.75% | +0.79% | NEW | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 0.71% | +0.58% | NEW | |
| 29 | BX | Blackstone INC | 股票-金融 | 0.67% | +0.58% | NEW | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | +0.89% | NEW | |
| 31 | GS | Goldman Sachs Group INC | 股票-金融 | 0.64% | +0.63% | NEW | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.63% | +0.66% | NEW | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.62% | +0.61% | NEW | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.62% | +0.78% | NEW | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.68% | NEW | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.61% | +0.57% | NEW | |
| 37 | AXP | American Express Co | 股票-金融 | 0.61% | +0.56% | NEW | |
| 38 | DFAT | Dimensional US Target Value | ETF-其他 | 0.58% | +0.63% | NEW | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.62% | NEW | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.56% | +0.60% | NEW | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.56% | +0.54% | NEW | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | +0.55% | NEW | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.55% | +0.53% | NEW | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.52% | — | -3.86% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.51% | +0.47% | NEW | |
| 46 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.51% | +0.56% | NEW | |
| 47 | BLK | Blackrock INC | 股票-金融 | 0.50% | +0.47% | NEW | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.49% | +0.58% | NEW | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.48% | — | -3.92% | |
| 50 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.47% | — | -0.42% |