CIK: 0001158970
申报总市值
US$18.1亿
仅显示前 200 大持股（共 270 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 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 6.03% | — | +0.65% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.73% | -0.31% | -0.95% | |
| 3 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 5.59% | -0.18% | +0.83% | |
| 4 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 4.53% | — | +0.85% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.92% | — | +3449.73% | |
| 6 | MMM | 3m Co | 股票-工业 | 3.70% | -0.24% | -0.97% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.94% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.64% | +0.54% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.78% | +0.03% | -0.13% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.49% | -0.04% | -0.19% | |
| 11 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 2.28% | — | +0.50% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.15% | -0.08% | +0.02% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.76% | — | +2.43% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.56% | -0.08% | -0.27% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.51% | — | +2.26% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.34% | -0.03% | +0.59% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.18% | — | +0.24% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.11% | — | — | |
| 19 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.10% | +0.23% | +3.66% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.08% | — | +2.22% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.06% | -0.09% | +2.10% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.01% | -0.12% | +0.06% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.94% | — | +0.74% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | -0.02% | +5.17% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.91% | — | +0.18% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.87% | — | -0.32% | |
| 27 | WEX | Wex INC | 股票-科技 | 0.87% | — | +387.25% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.07% | +2.25% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | -0.09% | -0.08% | |
| 30 | URA | Global X Uranium ETF | ETF-其他 | 0.80% | +0.12% | +0.89% | |
| 31 | INDA | Ishares Msci India ETF | ETF-其他 | 0.75% | -0.06% | +2.55% | |
| 32 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.71% | -0.02% | +0.32% | |
| 33 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.64% | — | +1.47% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | -0.04% | -6.00% | |
| 35 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 0.63% | — | +2.11% | |
| 36 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.62% | +0.08% | +0.36% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.59% | — | +3.82% | |
| 38 | FXY | Invesco Currencyshares Japan | ETF-其他 | 0.58% | — | +2.52% | |
| 39 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.56% | — | +3.86% | |
| 40 | BLKCHF | Blackrock INC | 股票-其他 | 0.56% | — | +1.81% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.06% | +6.09% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.53% | -0.09% | +3.68% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.53% | — | -0.47% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.52% | — | +6.05% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.17% | -2.04% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.52% | -0.07% | EXIT | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.07% | +0.44% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.50% | — | +18.28% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.49% | — | -0.21% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.48% | — | — |