CIK: 0001419186
申报总市值
US$388.0亿
仅显示前 200 大持股（共 3812 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.16% | -0.18% | -2.63% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.15% | -0.27% | -0.37% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.71% | -0.16% | -0.49% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.14% | -0.25% | -1.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.84% | — | -1.28% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.81% | +0.22% | -1.03% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.36% | +1.46% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.48% | -0.17% | +1.21% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.27% | — | -0.35% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.25% | -0.17% | +5.13% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.13% | +4.40% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.81% | — | +12.33% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | — | -0.02% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | -0.11% | +0.77% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | — | +2.44% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.62% | — | -2.24% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | +1.42% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | -0.10% | +3.47% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | -0.12% | -2.21% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.55% | -0.15% | -1.46% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +0.77% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.52% | — | -15.20% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | +0.05% | -6.36% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.51% | — | +16.25% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | -2.17% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.50% | +0.07% | +4.53% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | -0.08% | -1.62% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | — | +3.96% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | +0.04% | -4.02% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.47% | -0.07% | +100.54% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | +0.06% | -7.57% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | -29.85% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.44% | — | +34.28% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +8.26% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | +0.22% | +33.46% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | +0.04% | +2.85% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | — | +5.76% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | +0.13% | +0.66% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.37% | — | -1.83% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | -0.06% | -0.69% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.35% | — | +20.87% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.35% | — | +1.42% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.35% | — | -13.77% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.34% | — | +0.17% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.33% | — | +1.82% | |
| 46 | CAT | Caterpillar INC | 股票-工业 | 0.32% | +0.06% | +2.86% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.31% | +0.05% | -0.03% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.30% | — | +14.72% | |
| 49 | CGGO | Cap Group Global Growth | ETF-其他 | 0.29% | — | +12.57% | |
| 50 | CGUS | Cap Group Core Equity | ETF-其他 | 0.29% | — | +4.70% |