CIK: 0001419186
申报总市值
US$388.0亿
仅显示前 200 大持股（共 3184 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 | 3.84% | -0.27% | -2.50% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.54% | -0.18% | +5.95% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.54% | -0.25% | +15.38% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.12% | +0.22% | -3.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.36% | +3.37% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.58% | — | +0.37% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.54% | — | -1.25% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | -0.17% | +1.34% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | -0.17% | +14.11% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | -0.16% | +2.41% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.13% | +9.14% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.80% | — | +2.76% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | — | -3.60% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.71% | +0.06% | +4.94% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | -2.93% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.59% | +0.04% | -6.46% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | — | +1.98% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | -0.12% | +3.88% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | +0.05% | -3.19% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | +0.19% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | — | +4.13% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.54% | — | -6.69% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | -0.11% | -2.42% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.49% | — | -1.80% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.49% | — | -2.57% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.48% | -0.07% | +2.00% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.46% | — | +1.69% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | -6.27% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.13% | +9.87% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | -5.30% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.42% | — | -10.59% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.41% | — | -4.05% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.06% | +3.48% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.41% | — | -15.43% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | +0.22% | -38.08% | |
| 36 | FTCS | First Trust Capital Strength | ETF-其他 | 0.40% | — | -7.28% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.40% | — | +65.93% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | -0.08% | -2.28% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | +0.91% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | -0.10% | +0.42% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.38% | — | -5.24% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | — | -7.58% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.37% | +0.07% | -9.83% | |
| 44 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.36% | — | +51.87% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.35% | — | +40.44% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | — | +24.09% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.34% | — | +10.67% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.33% | — | +20.04% | |
| 49 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.33% | — | -11.59% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.33% | — | +6.89% |