CIK: 0001035350
申报总市值
US$27.8亿
仅显示前 200 大持股（共 929 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 | NVDA | Nvidia CORP | 股票-科技 | 5.74% | +0.14% | -1.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.51% | -0.16% | -1.32% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.57% | +0.68% | -1.87% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.09% | +0.13% | -1.13% | |
| 5 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.55% | -0.21% | -7.73% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.39% | +0.02% | -2.14% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.36% | -0.16% | -14.04% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.95% | — | -2.31% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.93% | +0.10% | -0.99% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.53% | +0.14% | -1.54% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.43% | -0.10% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | — | -1.31% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.33% | — | -1.17% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | +0.12% | -1.98% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | +0.02% | -1.90% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | -0.05% | — | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | +0.11% | -1.51% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.91% | +0.29% | -1.09% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | +0.02% | -2.01% | |
| 20 | NFLX | Netflix INC | 股票-通信服务 | 0.85% | -0.16% | -1.69% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | +0.03% | -5.74% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.76% | EXIT | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.68% | — | -1.63% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | — | -1.30% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | -0.10% | -1.70% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | -1.31% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.55% | +0.10% | -30.92% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | -1.33% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | -1.27% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.53% | — | -1.04% | |
| 31 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.53% | — | — | |
| 32 | IDV | Ishares International Select | ETF-其他 | 0.49% | — | — | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | +0.02% | -1.24% | |
| 34 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.46% | — | — | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | +0.03% | -2.32% | |
| 36 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.45% | — | — | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.43% | — | — | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.43% | — | +2.47% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.42% | — | -1.12% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | +0.11% | -2.76% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | +0.09% | -1.41% | |
| 42 | GE | General Electric | 股票-工业 | 0.41% | +0.03% | -1.93% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | -1.25% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | — | -0.82% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.39% | — | -1.10% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | — | -2.34% | |
| 47 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.36% | — | +9.00% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | — | -0.93% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.35% | — | -4.02% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.41% | -1.24% |