CIK: 0001610769
申报总市值
US$41.2亿
仅显示前 200 大持股（共 461 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.21% | +0.61% | +1.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.40% | -0.67% | EXIT | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.87% | +0.10% | +1.44% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.46% | — | -16.49% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.35% | — | -0.71% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | -3.07% | EXIT | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.78% | +0.13% | +4.35% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.74% | — | -0.86% | |
| 9 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 1.52% | — | -10.30% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.39% | -0.39% | EXIT | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | — | -10.87% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.15% | — | -0.34% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.10% | +0.01% | +29.34% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.07% | — | +0.20% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.93% | — | -4.86% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.91% | — | +0.01% | |
| 17 | USB | US Bancorp | 股票-金融 | 0.90% | — | -0.25% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | -8.62% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.80% | — | -2.82% | |
| 20 | EBAY | Ebay INC | 股票-周期性消费 | 0.79% | — | -0.04% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | — | +57.86% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | -14.68% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.70% | — | -1.16% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.69% | -0.01% | +36.19% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -14.54% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | -12.40% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | +0.11% | +1.46% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.06% | +0.88% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.05% | -6.79% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.58% | — | +216.55% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +0.14% | |
| 32 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.54% | — | +4.37% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +3.63% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | -0.04% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | +0.66% | |
| 36 | MMM | 3m Co | 股票-工业 | 0.46% | — | -0.19% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | +19.52% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.22% | -5.00% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 0.43% | — | -7.39% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | +0.27% | +6.08% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | -0.37% | EXIT | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | — | +6.29% | |
| 43 | TXN | Texas Instruments INC | 股票-科技 | 0.41% | — | +33.62% | |
| 44 | FDX | Fedex CORP | 股票-工业 | 0.40% | — | -2.13% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | — | +12.73% | |
| 46 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.40% | — | -8.18% | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.39% | — | +1.57% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | — | -14.93% | |
| 49 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.39% | — | +2.52% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.15% | -6.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.5% | +6.16% | 加仓 |
| 2 | AMZN | Amazon.com INC | +0.4% | +29.34% | 加仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.31% | 加仓 |
| 4 | AAPL | Apple INC | +0.2% | +4.35% | 加仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.44% | 加仓 |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +215.10% | 加仓 |
| 7 | TXN | Texas Instruments INC | +0.2% | +33.62% | 加仓 |
| 8 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +109.78% | 加仓 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +113.08% | 加仓 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +78.27% | 加仓 |
| 11 | SSP | Ew Scripps Co/the-a | +0.1% | +131.39% | 加仓 |
| 12 | TTEN | Totalenergies Se -spon Adr | +0.1% | +56.39% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | +6.08% | 加仓 |
| 14 | BXUSD | Blackstone Group Lp/the | +0.1% | +41.83% | 加仓 |
| 15 | ✓ | Health Insurance Innovatio-a | +0.1% | — | 不变 |
| 16 | VZ | Verizon Communications INC | +0.1% | +19.52% | 加仓 |
| 17 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +27.34% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | 加仓 |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +12.73% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.46% | 加仓 |
| 21 | HD | Home Depot INC | +0.1% | +0.66% | 加仓 |
| 22 | VTV | Vanguard Value ETF | 0% | +0.20% | 加仓 |
| 23 | CSCO | Cisco Systems INC | 0% | -8.62% | 减仓 |
| 24 | DIS | Walt Disney Co/the | 0% | +3.63% | 加仓 |
| 25 | EFA | Ishares Msci Eafe ETF | 0% | +1.63% | 加仓 |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | 0% | -0.34% | 减仓 |
| 27 | IWB | Ishares Russell 1000 ETF | 0% | +0.01% | 加仓 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +36.19% | 加仓 |
| 29 | VO | Vanguard Mid-cap ETF | 0% | -0.71% | 减仓 |
| 30 | VB | Vanguard Small-cap ETF | — | -0.86% | 减仓 |
| 31 | CCI | Crown Castle INC | -0.1% | -46.40% | 减仓 |
| 32 | PCG | P G & E CORP | -0.1% | -43.77% | 减仓 |
| 33 | ABT | Abbott Laboratories | -0.2% | -44.36% | 减仓 |
| 34 | MRK | Merck & Co. INC. | -0.2% | -14.93% | 减仓 |
| 35 | AEP | American Electric Power Company, Inc. | -0.2% | -8.18% | 减仓 |
| 36 | T | At&t INC | -0.2% | -32.70% | 减仓 |
| 37 | HEDJ | Wisdomtree Europe Hedged Equ | -0.3% | -10.30% | 减仓 |
| 38 | ✓ | Powershares Qqq Trust Ser 1 | -0.3% | -16.49% | 减仓 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | +57.86% | 加仓 |
| 40 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新建仓 |
| 41 | GSK | GSK plc ADRhedged | — | EXIT | 清仓 |
| 42 | TPR | Tapestry, Inc. | — | EXIT | 清仓 |
| 43 | PBI | Pitney Bowes INC | — | EXIT | 清仓 |
| 44 | ✓ | Hc2 Holdings INC | — | NEW | 新建仓 |
| 45 | TPR | Tapestry INC | — | NEW | 新建仓 |
| 46 | SYY | Sysco CORP | — | NEW | 新建仓 |
| 47 | WAIREUR | Wesco Aircraft Holdings INC | — | EXIT | 清仓 |
| 48 | SABR | Sabre CORP | — | NEW | 新建仓 |
| 49 | F | Ford Motor Co | — | EXIT | 清仓 |
| 50 | PBF | Pbf Energy Inc-class A | — | NEW | 新建仓 |