CIK: 0001035350
申报总市值
US$27.8亿
仅显示前 200 大持股（共 973 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 | AAPL | Apple INC | 股票-科技 | 4.26% | +0.68% | -1.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.89% | -0.16% | -0.92% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.64% | -0.16% | +2.99% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.46% | -0.21% | +0.08% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.14% | — | +7.79% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.88% | +0.13% | +1886.11% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.87% | +0.10% | — | |
| 8 | PLD | Prologis INC | 股票-房地产 | 1.52% | — | -5.18% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | +0.14% | -0.81% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | +0.12% | -1.18% | |
| 11 | TSLA | Tesla INC | 股票-周期性消费 | 1.15% | — | -0.36% | |
| 12 | EQIX | Equinix INC | 股票-房地产 | 1.07% | — | -5.53% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | -1.80% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.95% | +0.11% | -0.98% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | — | -0.64% | |
| 16 | WELL | Welltower INC | 股票-房地产 | 0.81% | — | -2.92% | |
| 17 | PSA | Public Storage | 股票-房地产 | 0.81% | — | -26.95% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.14% | -0.49% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.76% | — | — | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | +0.02% | -1.33% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.76% | EXIT | |
| 22 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.70% | — | -3.33% | |
| 23 | AVB | Avalonbay Communities INC | 股票-房地产 | 0.69% | — | -6.26% | |
| 24 | SPG | Simon Property Group INC | 股票-房地产 | 0.68% | — | -9.29% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | -0.49% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | +0.02% | -1.22% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | +0.02% | -1.40% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.64% | — | — | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | -0.65% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | — | -1.61% | |
| 31 | AMT | American Tower CORP | 股票-房地产 | 0.56% | — | +26.39% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.55% | — | +1.33% | |
| 33 | VICI | Vici Properties INC | 股票-房地产 | 0.55% | — | +84.50% | |
| 34 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 0.54% | — | +14.30% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | +0.02% | -0.63% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -1.11% | |
| 37 | VTR | Ventas INC | 股票-房地产 | 0.52% | — | -6.59% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | +0.11% | -1.33% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.50% | — | -0.34% | |
| 40 | ESS | Essex Property Trust INC | 股票-房地产 | 0.49% | — | -10.43% | |
| 41 | EQR | Equity Residential | 股票-房地产 | 0.48% | — | +57.78% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | -0.22% | |
| 43 | DREUSD | Duke Realty CORP | 股票-其他 | 0.47% | — | +18.46% | |
| 44 | INVH | Invitation Homes INC | 股票-房地产 | 0.47% | — | -5.47% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | — | -0.66% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.45% | — | -0.44% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.44% | — | -2.63% | |
| 48 | UDR | Udr INC | 股票-房地产 | 0.44% | — | -10.33% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | +0.03% | -0.89% | |
| 50 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.43% | — | -1.32% |