CIK: 0001573876
申报总市值
US$75.2亿
仅显示前 200 大持股（共 1399 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 | 3.96% | -0.35% | -0.18% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.05% | -0.22% | +2.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | -0.41% | +5.47% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.96% | — | +7.26% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.47% | -0.19% | +25.18% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.15% | — | -2.41% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.03% | — | +10.18% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | — | -1.50% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | -0.44% | +7.31% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | +0.03% | +20.36% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.79% | — | -2.70% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.77% | — | +11.20% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | -2.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.15% | +9.21% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | -0.11% | -5.59% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.59% | — | +5.83% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | — | -3.66% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.58% | — | -12.81% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | -0.13% | +11.05% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +23.39% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | -0.35% | -0.19% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | — | +6.33% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.47% | — | +31.18% | |
| 24 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.46% | — | +10.58% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +4.57% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | +9.92% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | -2.42% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +0.60% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.44% | — | +4.75% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.43% | — | +27.58% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | +7.23% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.41% | — | +15.73% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | -2.39% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | — | +20.06% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.39% | — | +22.54% | |
| 36 | TGT | Target CORP | 股票-周期性消费 | 0.39% | — | -2.00% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | — | -2.65% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | — | +12.30% | |
| 39 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.38% | — | +18.48% | |
| 40 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.38% | — | +7.17% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.21% | +6.68% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | — | +4.09% | |
| 43 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.37% | — | +4.55% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.37% | — | +13.26% | |
| 45 | PYPL | Paypal Holdings INC | 股票-金融 | 0.36% | — | +19.13% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | — | -9.17% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.36% | — | -7.80% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.13% | +7.75% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +1.59% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.36% | — | +5.68% |