CIK: 0001573876
申报总市值
US$75.2亿
仅显示前 200 大持股（共 3891 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 | 3.86% | -0.35% | -2.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.70% | -0.19% | +22.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.41% | -4.69% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.81% | -0.22% | +1.53% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.79% | — | +12.93% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | — | +12.07% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.36% | — | -7.82% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | -0.44% | -5.90% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.35% | +21.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.15% | -2.32% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.13% | +12.61% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | — | +18.20% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 0.67% | -0.11% | +12.23% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | — | +12.83% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | -9.25% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | -0.15% | +6.50% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.58% | — | -10.07% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.21% | -15.33% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | — | +3.88% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.56% | — | +9.30% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | -16.49% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.21% | +9.08% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.13% | +2.83% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.53% | — | +22.09% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | -1.86% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | +3.89% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.48% | — | -5.51% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +12.79% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | -8.31% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | +18.94% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.45% | — | +0.59% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.45% | — | +7.86% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.45% | — | +2.18% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | -8.43% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.42% | — | -0.24% | |
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.41% | — | +5.51% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | -15.19% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | +0.03% | +3.34% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.40% | — | -0.45% | |
| 40 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.40% | — | -0.15% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.39% | — | -11.17% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | — | -13.76% | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.39% | -0.28% | +2.99% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | — | +0.42% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | -8.00% | |
| 46 | PWR | Quanta Services INC | 股票-工业 | 0.37% | +1.53% | +86.72% | |
| 47 | FXR | First Trust Indst/producers | ETF-其他 | 0.37% | — | +2.50% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.36% | — | -8.85% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | — | -6.82% | |
| 50 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.34% | — | -2.76% |