CIK: 0001610520
申报总市值
US$6663.2亿
仅显示前 200 大持股（共 7744 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 | 3.79% | -0.02% | -25.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.13% | -0.80% | -7.98% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.11% | — | -4.08% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.07% | +0.42% | -14.21% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.69% | -0.18% | +41.12% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | — | +32.67% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | -0.20% | +7.07% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.13% | — | +259.00% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | — | +7.23% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.07% | — | +87.94% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.20% | -1.34% | |
| 12 | UBS | UBS Group AG | 股票-金融 | 0.87% | -0.41% | -59.08% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 0.85% | — | -10.07% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 0.80% | — | -2.87% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 0.74% | — | -8.59% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.73% | — | +20.36% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | -0.25% | +17.00% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.15% | +1.95% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | -8.56% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | — | +1.25% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | -3.86% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | +3.22% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | — | +5.22% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | +0.04% | +1.80% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | +0.63% | +3.63% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | — | +2.10% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | — | -4.27% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | -15.59% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | -3.57% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | — | +5.12% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | — | +0.10% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.20% | -0.05% | |
| 33 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.48% | — | +827.96% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.47% | — | +23.76% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.46% | — | +12.30% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +6.62% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | +2.47% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.46% | — | +19.70% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.44% | — | +55.60% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.43% | — | +0.70% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.10% | -2.46% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | +0.32% | -1.73% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | — | +1.07% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.41% | — | +4.87% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.41% | — | +0.52% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | -6.32% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | — | +4.89% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.40% | -0.12% | +7.39% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.39% | — | +86.08% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.39% | +0.13% | -7.82% |