CIK: 0001387399
申报总市值
US$252.2万
仅显示前 200 大持股（共 307 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.80% | +0.43% | +175.01% | |
| 2 | ✓ | 股票-其他 | 4.64% | +1.46% | +16.52% | ||
| 3 | ✓ | Jefferies Group INC | 股票-其他 | 4.43% | -14.61% | -77.90% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.29% | +1.47% | -1.12% | |
| 5 | AVGO | Broadcom Inc. | 股票-科技 | 3.78% | +1.95% | -1.38% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | +0.73% | +1.48% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.29% | +0.24% | +2.02% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | +0.67% | -0.15% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.22% | +1.38% | +0.95% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.14% | — | -0.75% | |
| 11 | DFSTX | Dfa US Small Cap Portfolio | 股票-其他 | 2.13% | +1.23% | +50.63% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.09% | +0.29% | +4.79% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.97% | -0.09% | +5.31% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.89% | — | +4.01% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.74% | — | +5.86% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.74% | +0.86% | +5.85% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.63% | +0.25% | +1.55% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.50% | +0.29% | +11.81% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.40% | +0.16% | +9.52% | |
| 20 | HUBB | Hubbell INC | 股票-工业 | 1.36% | +0.39% | +7.76% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.24% | +0.36% | +3.75% | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 1.24% | +0.34% | +13.13% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.22% | — | +16.40% | |
| 24 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.09% | +8.88% | |
| 25 | ADI | Analog Devices INC | 股票-科技 | 1.21% | +0.25% | +6.98% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.20% | — | +15.04% | |
| 27 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.19% | — | +12.25% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事业 | 1.17% | -0.37% | -27.29% | |
| 29 | ✓ | Wisconsin Energy CORP | 股票-其他 | 1.13% | +0.20% | +13.02% | |
| 30 | GLW | Corning INC | 股票-科技 | 1.12% | +0.85% | +13.13% | |
| 31 | C | Citigroup Inc. | 股票-金融 | 1.12% | +0.42% | +0.68% | |
| 32 | AMAT | Applied Materials INC | 股票-科技 | 1.10% | +0.46% | +12.27% | |
| 33 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.10% | — | +12.50% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 1.09% | +0.16% | +15.57% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 1.08% | — | +15.66% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | -0.75% | +12.20% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.01% | +0.27% | +13.22% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 1.01% | +0.21% | +12.97% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.98% | +0.15% | +22.93% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.97% | +0.53% | +22.90% | |
| 41 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.96% | +0.26% | +17.91% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | — | +23.36% | |
| 43 | CLSK | Cleanspark INC | 股票-金融 | 0.83% | +0.83% | +3422.51% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.81% | +0.14% | +18.43% | |
| 45 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 0.79% | — | +25.98% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.78% | +0.21% | +30.16% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | +0.24% | +1.52% | |
| 48 | CAT | Caterpillar INC | 股票-工业 | 0.76% | +0.26% | +0.81% | |
| 49 | NTRS | Northern Trust CORP | 股票-金融 | 0.73% | +0.16% | -5.45% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | +19.59% |