CIK: 0001471474
申报总市值
US$31.6亿
仅显示前 200 大持股（共 506 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 14.82% | -1.73% | +6.96% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.71% | -0.91% | +4.18% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.32% | -1.73% | -13.11% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.08% | +0.55% | +4.42% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.76% | -0.16% | +3.67% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.63% | +0.07% | +0.69% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.60% | — | +1.03% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.38% | -0.46% | +0.01% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.38% | +0.44% | +0.39% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.35% | -0.14% | +6.96% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.32% | -0.10% | +109.56% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.02% | -0.04% | +0.36% | |
| 13 | NE | Noble Corporation plc | 股票-能源 | 1.85% | +0.44% | -0.01% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.78% | +0.13% | +5.18% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.58% | — | +2.22% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.43% | -0.65% | +9.03% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.15% | — | +108.77% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | -0.20% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | +0.03% | +1.72% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.37% | +3.71% | |
| 21 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.95% | — | +0.03% | |
| 22 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.91% | — | -2.92% | |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.79% | +0.25% | +6.70% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.77% | — | +1.61% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | — | +1.64% | |
| 26 | JVAL | Jpmorgan US Value Factor ETF | ETF-其他 | 0.71% | -0.02% | +2.83% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.70% | — | +0.45% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | — | +1.10% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.67% | — | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.66% | — | -2.17% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.64% | — | +5.71% | |
| 32 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.64% | — | -14.57% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.63% | — | +3.09% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.59% | — | +0.25% | |
| 35 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.55% | — | +0.84% | |
| 36 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.55% | — | +1.12% | |
| 37 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.49% | -0.17% | +2.46% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | — | +0.58% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.43% | — | +5.07% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.43% | — | +111.15% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.43% | — | +197.88% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.42% | — | +13.05% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | — | +8.96% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.38% | — | +1.56% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.38% | — | +0.74% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.36% | — | -2.86% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | — | -2.61% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.34% | — | -0.89% | |
| 49 | INDA | Ishares Msci India ETF | ETF-其他 | 0.34% | — | +4.41% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.33% | +0.93% | +11.15% |