CIK: 0000887602
申报总市值
US$2.9亿
仅显示前 200 大持股（共 613 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.32% | — | -2.12% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.25% | +0.23% | +12.97% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.25% | -0.37% | -3.86% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 3.23% | +0.02% | -3.59% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.03% | -0.09% | +0.59% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.99% | -0.02% | -0.98% | |
| 7 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 2.72% | — | -1.54% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.76% | -9.49% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.32% | +0.11% | -1.13% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 2.31% | -0.24% | -2.52% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.27% | -0.20% | +1.01% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.25% | — | -0.82% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 2.17% | +0.10% | -0.34% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.08% | +0.14% | +2.42% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.49% | +2.04% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.06% | +0.20% | -0.34% | |
| 17 | FTCS | First Trust Capital Strength | ETF-其他 | 1.75% | +0.10% | +2.03% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.69% | +0.09% | -0.39% | |
| 19 | NEWT | Newtekone INC | 股票-其他 | 1.64% | — | -2.59% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | +0.82% | +3.04% | |
| 21 | MTB | M & T Bank CORP | 股票-金融 | 1.39% | — | -4.76% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.23% | -0.03% | +8.40% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | +0.15% | +5.49% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.40% | +0.14% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.84% | — | +5.30% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | — | +2.95% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | — | +4.76% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.78% | — | +2.27% | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.74% | — | -0.83% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +5.35% | |
| 31 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.66% | — | +28.47% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.13% | +2.42% | |
| 33 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.57% | — | +4.50% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.59% | +11.82% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | — | -5.44% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.04% | +8.01% | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.53% | — | -29.08% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.53% | — | +0.31% | |
| 39 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 0.51% | — | +0.33% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.51% | — | -0.38% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.50% | — | — | |
| 42 | MET | Metlife INC | 股票-金融 | 0.49% | — | +0.71% | |
| 43 | TXT | Textron INC | 股票-工业 | 0.47% | — | — | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.47% | — | +2.76% | |
| 45 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.46% | — | +7.09% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.45% | — | — | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.44% | — | -12.98% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.44% | — | +1.67% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.42% | — | +0.19% |