CIK: 0001158970
申报总市值
US$18.1亿
仅显示前 200 大持股（共 273 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 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.15% | -0.31% | -0.27% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 6.00% | — | +0.64% | |
| 3 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 5.04% | -0.18% | -13.34% | |
| 4 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 4.63% | — | +0.56% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.78% | — | +0.74% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.64% | +0.67% | |
| 7 | MMM | 3m Co | 股票-工业 | 3.15% | -0.24% | -0.97% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.97% | +0.03% | +0.05% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.50% | — | -0.25% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.45% | -0.04% | -0.53% | |
| 11 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 2.30% | — | +0.41% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.26% | -0.08% | -0.98% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.90% | — | — | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.88% | — | +0.96% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.45% | -0.08% | -0.29% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | -0.03% | -28.38% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.36% | -0.09% | +0.95% | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.13% | +0.23% | +0.55% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.08% | — | +0.75% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | -0.02% | +4.83% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.05% | -0.12% | -9.06% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | — | +0.89% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.07% | -4.60% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.91% | — | +0.43% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | -0.04% | +2.58% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.86% | — | -1.20% | |
| 27 | INDA | Ishares Msci India ETF | ETF-其他 | 0.83% | -0.06% | +1.19% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.83% | -0.09% | -0.26% | |
| 29 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.76% | -0.02% | -0.63% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.75% | — | +13.44% | |
| 31 | WEX | Wex INC | 股票-科技 | 0.74% | — | — | |
| 32 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.69% | +0.08% | +0.12% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.67% | — | -0.32% | |
| 34 | URA | Global X Uranium ETF | ETF-其他 | 0.65% | +0.12% | -20.59% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.64% | — | -2.05% | |
| 36 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.61% | — | +29.94% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.03% | +757.69% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.06% | +1.03% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.58% | — | +1.14% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.17% | -0.80% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.52% | — | -0.18% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | -0.07% | — | |
| 43 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.51% | — | — | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | — | — | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.50% | — | -0.88% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.07% | +0.14% | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.50% | +0.12% | — | |
| 48 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.49% | — | +0.14% | |
| 49 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.48% | — | +1.32% | |
| 50 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.48% | — | +1.21% |