CIK: 0001573876
申报总市值
US$75.2亿
仅显示前 200 大持股（共 3739 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 | 2.97% | -0.35% | +304.40% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.23% | -0.22% | +3.22% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.10% | — | +2.72% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.41% | -0.99% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.34% | -0.19% | -6.33% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.30% | — | +29.75% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.23% | — | +6.13% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.14% | — | +70.74% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.88% | — | +24.34% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | — | +19.59% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.85% | — | +10.85% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | -0.35% | -3.89% | |
| 13 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.69% | — | +30.51% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | — | -0.00% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | — | +53.89% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | — | -3.20% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.64% | — | +1.23% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | +6.00% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | +0.03% | -3.76% | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 0.56% | — | -3.58% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.52% | — | +28.27% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.13% | +0.25% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.51% | +0.05% | -10.69% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.51% | — | +66.94% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | +3.25% | |
| 26 | ADBE | Adobe INC | 股票-科技 | 0.49% | — | -1.02% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +3.26% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | +1.80% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | -0.01% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.45% | — | +1.54% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | +4.53% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.45% | — | +1.59% | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.44% | — | +29.08% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.43% | — | -9.85% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.42% | — | +10.83% | |
| 36 | PYPL | Paypal Holdings INC | 股票-金融 | 0.42% | — | +19.71% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +2.42% | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.42% | -0.28% | -13.96% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | — | +4.21% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | — | +84.73% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | — | +1.61% | |
| 42 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 0.41% | — | +545.44% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | -7.86% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.39% | -0.11% | +332.88% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | +15.65% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.38% | — | +10.31% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +4.37% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | — | -3.53% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.37% | -0.15% | -3.02% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.37% | -0.44% | +17.58% |