CIK: 0001158970
申报总市值
US$18.1亿
仅显示前 200 大持股（共 267 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 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 7.01% | -0.18% | +0.96% | |
| 2 | MMM | 3m Co | 股票-工业 | 6.43% | -0.24% | -0.89% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 6.21% | — | +3.91% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.37% | -0.31% | -0.81% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.52% | — | +23.11% | |
| 6 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 3.29% | — | +2.39% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.09% | — | +6.05% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.41% | -0.04% | -1.04% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.64% | -2.34% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.33% | +0.03% | +3.25% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.03% | -0.03% | +6.55% | |
| 12 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.74% | +0.23% | +4.39% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.67% | -0.08% | -1.03% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.08% | +3.21% | |
| 15 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.47% | — | +6.40% | |
| 16 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.38% | — | +6.38% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.33% | -0.09% | -0.91% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.31% | — | -1.13% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.29% | — | -0.41% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.26% | — | -7.62% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 1.14% | — | +11.41% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.08% | — | +1.17% | |
| 23 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 1.07% | — | +16.13% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.05% | -0.09% | +1.20% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.00% | — | -2.24% | |
| 26 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.97% | — | +4.09% | |
| 27 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.95% | +0.08% | +2.11% | |
| 28 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.88% | — | +390.62% | |
| 29 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.82% | — | +2.18% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.07% | +2.14% | |
| 31 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.73% | -0.02% | -3.30% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | -0.02% | +7.48% | |
| 33 | BLKCHF | Blackrock INC | 股票-其他 | 0.63% | — | +2.01% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.07% | +1.84% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.61% | — | -0.27% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.61% | — | +1.86% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | -0.12% | +1.79% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | — | -10.48% | |
| 39 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.58% | — | +0.99% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.55% | — | +7.89% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.54% | — | -0.69% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.54% | -0.07% | EXIT | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.53% | — | +0.22% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | -0.04% | +2.62% | |
| 45 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | — | -1.07% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | +0.08% | +0.46% | |
| 47 | CCI | Crown Castle INC | 股票-房地产 | 0.51% | — | +3.70% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.50% | — | +15.62% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.50% | — | +7.30% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | -0.07% | +1.11% |