CIK: 0001555486
申报总市值
US$23.2亿
| # | 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 8.51% | -0.02% | +110.01% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 4.39% | +0.28% | +117.02% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.19% | — | +94.48% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.16% | -0.06% | +9.13% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.90% | -0.02% | +5.06% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.79% | — | +104.50% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.82% | -0.11% | +102.35% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.77% | +0.79% | +118.91% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.56% | +0.18% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.31% | — | +102.34% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.96% | +0.20% | +16.30% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.89% | — | +0.64% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.75% | — | +3.39% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.73% | -0.11% | +1.56% | |
| 15 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 1.73% | — | -91.88% | |
| 16 | BX | Blackstone INC | 股票-金融 | 1.72% | -1.42% | +0.59% | |
| 17 | TXN | Texas Instruments INC | 股票-科技 | 1.70% | -0.35% | +0.63% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.66% | — | +8.61% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.65% | -0.19% | +1921.86% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.55% | — | +99.85% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.41% | — | +105.53% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.39% | -0.03% | +6.43% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.38% | +0.35% | +1.55% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.33% | — | -0.79% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | — | +16.35% | |
| 26 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 1.31% | — | +1.05% | |
| 27 | SYK | Stryker CORP | 股票-医疗保健 | 1.31% | — | -0.86% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 1.30% | — | +1.54% | |
| 29 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 1.24% | +0.17% | +11.76% | |
| 30 | ICE | Intercontinental Exchange In | 股票-金融 | 1.12% | — | +0.04% | |
| 31 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 1.11% | — | +1.40% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.06% | -1.58% | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.98% | — | +2.33% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.04% | -0.35% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.09% | +1.79% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.84% | — | +0.80% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.81% | — | -11.61% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.80% | — | +0.92% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.80% | — | +1.17% | |
| 40 | ANETEUR | Arista Networks INC | 股票-其他 | 0.78% | — | +2.17% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.74% | — | +0.33% | |
| 42 | INMD | InMode Ltd. | 股票-其他 | 0.73% | — | +3.20% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.72% | — | +1.78% | |
| 44 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.71% | -0.23% | -0.63% | |
| 45 | AMN | Amn Healthcare Services INC | 股票-其他 | 0.71% | — | +0.40% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.71% | -0.04% | +143.21% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.67% | -0.03% | +15.00% | |
| 48 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.65% | -0.07% | +2.78% | |
| 49 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.65% | — | +1.61% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.63% | +0.61% | +25.14% |