CIK: 0001303042
申报总市值
US$182.0亿
仅显示前 200 大持股（共 514 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 | VRAI | Virtus Real Asset Income ETF | ETF-其他 | 9.10% | — | +11.44% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.90% | — | +7.67% | |
| 3 | VPC | Virtus Private Credit Strate | ETF-其他 | 7.79% | — | +10.76% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 7.20% | — | +9.95% | |
| 5 | LRGE | Clearbridge Large Cap Growth | ETF-大型股与成长 | 5.93% | — | +14.35% | |
| 6 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 5.35% | — | +8.44% | |
| 7 | NXTG | First Trust Indxx Nextg ETF | ETF-其他 | 4.88% | — | — | |
| 8 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 3.85% | — | +5.35% | |
| 9 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 3.33% | — | +5.45% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 3.12% | — | +7.80% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.68% | — | +12.68% | |
| 12 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 1.33% | — | +7.25% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.24% | — | +1.34% | |
| 14 | JHML | John Hancock Multi Fact Lrg | ETF-其他 | 0.72% | — | +5.05% | |
| 15 | RDIV | Invesco S&p Ultra Dividend | ETF-其他 | 0.72% | — | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | +20.21% | |
| 17 | FMB | First Trust Managed Municipa | ETF-其他 | 0.61% | — | +119.78% | |
| 18 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 0.61% | — | +115.73% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | +9.02% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.55% | — | +7.46% | |
| 21 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.55% | — | +120.88% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | — | +12.49% | |
| 23 | DWMF | Wisdomtree International Mul | ETF-其他 | 0.53% | — | +111.61% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | — | +22.53% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | — | +12.23% | |
| 26 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.49% | — | +143.56% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.46% | — | +15.80% | |
| 28 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.46% | — | +119.88% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.44% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | — | +25.87% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | -0.60% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.41% | — | +14.81% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | — | +33.90% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.38% | — | +15.78% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.37% | — | +98.08% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.37% | — | +2.07% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | +8.60% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.36% | — | +1.57% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | +26.96% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | +10.49% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | +12.86% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.33% | — | +29.91% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | — | +27.60% | |
| 44 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 0.31% | — | +5.61% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | +15.78% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.27% | — | +5.16% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.26% | — | +39.63% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.25% | — | +12.16% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.24% | — | +4.58% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.23% | — | +15.75% |