CIK: 0001610520
申报总市值
US$6663.2亿
仅显示前 200 大持股（共 9479 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.99% | -0.02% | +0.44% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | -0.80% | +16.57% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.74% | — | +11.54% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.68% | +0.42% | -2.66% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.35% | — | +300.99% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.20% | +7.88% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | -0.20% | +4.92% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | — | +16.19% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.95% | -0.18% | -35.78% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | — | +18.86% | |
| 11 | UBS | UBS Group AG | 股票-金融 | 0.88% | -0.41% | -3.95% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.87% | — | +92.77% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 0.84% | — | +10.05% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 0.78% | +0.04% | +13.04% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | — | +22.01% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.74% | — | +20.27% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.73% | +0.18% | -24.29% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.70% | — | +16.98% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 0.69% | — | +8.07% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | +1.10% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | +17.72% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | +22.11% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.15% | +7.38% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | — | +24.52% | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 0.64% | +0.06% | -27.83% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | — | +16.82% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | +13.43% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.20% | +27.00% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.18% | -1.46% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | — | +12.81% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | -0.25% | +5.71% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.52% | +0.63% | +0.50% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.51% | — | +111.90% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.47% | — | +10.99% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | — | -4.44% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | +16.76% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.46% | — | +42.02% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.46% | +0.09% | +15.06% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | +0.32% | -2.87% | |
| 40 | HON | Honeywell International INC | 股票-工业 | 0.45% | — | +12.30% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +18.66% | |
| 42 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.43% | — | +2.16% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.10% | -1.75% | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.42% | — | +17.08% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | -2.59% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.41% | — | +9.71% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | — | +31.23% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.40% | — | -4.92% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +8.62% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.40% | — | +29.53% |