CIK: 0001079736
申报总市值
US$29.6亿
仅显示前 200 大持股（共 869 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 | AAPL | Apple INC | 股票-科技 | 4.84% | -0.13% | -2.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.37% | -0.11% | -1.75% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | -0.63% | -1.79% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | -0.18% | +849.21% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.10% | -0.20% | -3.26% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.00% | — | +0.10% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.96% | -0.26% | -3.21% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.68% | -0.51% | -3.83% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.61% | — | -0.55% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.54% | — | +4.07% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.34% | -0.29% | -2.15% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.22% | -0.09% | -2.03% | |
| 13 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.07% | -0.23% | -2.14% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.93% | — | -5.96% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.59% | -0.18% | -3.16% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.53% | — | -1.57% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.15% | -3.15% | |
| 18 | PANW | Palo Alto Networks INC | 股票-科技 | 1.37% | -0.13% | -2.39% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | +0.14% | -3.63% | |
| 20 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.98% | — | -2.04% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.96% | — | -6.11% | |
| 22 | ACN | Accenture plc | 股票-科技 | 0.92% | -0.12% | -1.74% | |
| 23 | KLAC | Kla CORP | 股票-科技 | 0.91% | +0.25% | -4.31% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 0.89% | +0.24% | -1.54% | |
| 25 | ADI | Analog Devices INC | 股票-科技 | 0.86% | +0.17% | -2.35% | |
| 26 | IYF | Ishares US Financials ETF | ETF-其他 | 0.86% | — | -3.37% | |
| 27 | WAB | Wabtec CORP | 股票-工业 | 0.86% | +0.19% | -3.41% | |
| 28 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.81% | -0.17% | -2.10% | |
| 29 | VRSK | Verisk Analytics INC | 股票-工业 | 0.79% | -0.06% | -2.38% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.78% | — | -2.14% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.77% | +0.15% | -3.71% | |
| 32 | BLKCHF | Blackrock INC | 股票-其他 | 0.76% | — | -2.19% | |
| 33 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.76% | -0.13% | -4.01% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.76% | — | +0.77% | |
| 35 | SPGI | S&p Global INC | 股票-金融 | 0.75% | -0.11% | -3.12% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | +0.10% | +0.78% | |
| 37 | WSO | Watsco INC | 股票-工业 | 0.73% | — | -3.54% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.73% | — | -2.65% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.71% | +0.18% | -2.50% | |
| 40 | UBER | Uber Technologies INC | 股票-工业 | 0.70% | -0.05% | -4.89% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.69% | -0.10% | -1.69% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | -2.80% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.14% | -3.00% | |
| 44 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.68% | -0.13% | -2.82% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.67% | -0.09% | -1.65% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.66% | -0.16% | -2.66% | |
| 47 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.66% | -0.08% | -2.04% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.07% | -0.62% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.64% | +0.09% | -2.49% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.62% | — | -2.88% |