CIK: 0001512024
申报总市值
US$573.0亿
仅显示前 200 大持股（共 1293 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 20.93% | — | -9.06% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.38% | — | +19.86% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 5.30% | — | -5.10% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.36% | — | -25.31% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.27% | — | -2.74% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.52% | — | -5.42% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.04% | — | +0.43% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.66% | +0.07% | +214.78% | |
| 9 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.35% | — | +7.04% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.24% | — | -14.92% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.24% | — | -3.10% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | +0.09% | +198.05% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.38% | +148.18% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | — | -1.20% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.00% | — | -1.61% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | +0.05% | +40.51% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.85% | — | -3.14% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | — | -1.89% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | +80.47% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | -7.58% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.05% | +97.46% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.71% | — | -1.69% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.65% | — | +0.32% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | +106.46% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.61% | — | -4.22% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | — | +252025.00% | |
| 27 | MKL | Markel Group INC | 股票-金融 | 0.57% | — | +7.48% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.07% | +1311.70% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +7.49% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | +43.47% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | +3461.16% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | — | +64.46% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.54% | — | +1.81% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.51% | — | +53481.93% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.50% | — | +2.20% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.50% | — | +9.31% | |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.49% | — | -5.32% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | +3096.83% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | — | +36177.69% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.47% | — | +4610.97% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.47% | — | +37.31% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.47% | — | +640.66% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | +0.03% | -0.27% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.42% | -0.13% | +56.08% | |
| 45 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.42% | — | — | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.41% | — | — | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.41% | — | +95.35% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.40% | — | -0.57% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.40% | — | +2.10% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | +3488.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1% | +214.78% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.7% | +198.05% | 加仓 |
| 3 | BAC | Bank Of America CORP | +0.6% | +252025.00% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.5% | +148.18% | 加仓 |
| 5 | ABBV | Abbvie INC | +0.5% | +3461.16% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | +1311.70% | 加仓 |
| 7 | TMO | Thermo Fisher Scientific INC | +0.5% | +53481.93% | 加仓 |
| 8 | VZ | Verizon Communications INC | +0.5% | +3096.83% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.5% | +36177.69% | 加仓 |
| 10 | T | At&t INC | +0.5% | +4610.97% | 加仓 |
| 11 | INTC | Intel CORP | +0.4% | +640.66% | 加仓 |
| 12 | PEP | Pepsico INC | +0.4% | +3488.24% | 加仓 |
| 13 | MCHP | Microchip Technology INC | +0.4% | +99901.41% | 加仓 |
| 14 | BA | Boeing Co/the | +0.4% | +24522.89% | 加仓 |
| 15 | CVS | Cvs Health CORP | +0.4% | +262470.97% | 加仓 |
| 16 | AMZN | Amazon.com INC | +0.4% | +4246.61% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.3% | +13828.57% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.3% | +97.46% | 加仓 |
| 19 | DD | DuPont de Nemours, Inc. | +0.3% | +28296.19% | 加仓 |
| 20 | PG | Procter & Gamble Co/the | +0.3% | +80.47% | 加仓 |
| 21 | MRK | Merck & Co. INC. | +0.3% | +11419.33% | 加仓 |
| 22 | CSCO | Cisco Systems INC | +0.2% | +106.46% | 加仓 |
| 23 | CVX | Chevron CORP | +0.2% | +465.55% | 加仓 |
| 24 | UTXZ | United Tech CORP | +0.2% | +3285.85% | 加仓 |
| 25 | MCD | Mcdonald's CORP | +0.2% | +6134.19% | 加仓 |
| 26 | DIS | Walt Disney Co/the | +0.2% | +10649.26% | 加仓 |
| 27 | CAT | Caterpillar INC | +0.2% | +3633.20% | 加仓 |
| 28 | SLB | Slb LTD | +0.2% | +95.35% | 加仓 |
| 29 | USB | US Bancorp | +0.2% | +2193.39% | 加仓 |
| 30 | AEP | American Electric Power Company, Inc. | +0.2% | +88.51% | 加仓 |
| 31 | WMT | Walmart INC | +0.2% | +266.01% | 加仓 |
| 32 | BMY | Bristol-myers Squibb Co | +0.2% | +1622.35% | 加仓 |
| 33 | PFE | Pfizer INC | +0.1% | +64.46% | 加仓 |
| 34 | HD | Home Depot INC | +0.1% | +603.56% | 加仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +40.51% | 加仓 |
| 36 | DUK | Duke Energy CORP | +0.1% | +53.91% | 加仓 |
| 37 | V | Visa Inc-class A Shares | +0.1% | +43.47% | 加仓 |
| 38 | IYR | Ishares US Real Estate ETF | -0.1% | +7.04% | 加仓 |
| 39 | EFA | Ishares Msci Eafe ETF | -0.2% | +19.86% | 加仓 |
| 40 | PFF | Ishares Preferred & Income S | -0.5% | -14.92% | 减仓 |
| 41 | VWO | Vanguard Ftse Emerging Marke | -1% | -2.74% | 减仓 |
| 42 | IVV | Ishares Core S&p 500 ETF | -2.3% | -25.31% | 减仓 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -7.7% | -9.06% | 减仓 |
| 44 | BDX | Becton Dickinson And Co | — | NEW | 新建仓 |
| 45 | LOW | Lowe's Cos INC | — | NEW | 新建仓 |
| 46 | ENB | Enbridge INC | — | NEW | 新建仓 |
| 47 | SBUX | Starbucks CORP | — | NEW | 新建仓 |
| 48 | CTSH | Cognizant Tech Solutions-a | — | NEW | 新建仓 |
| 49 | BBTUSD | Bb&t CORP | — | NEW | 新建仓 |
| 50 | MCK | Mckesson CORP | — | NEW | 新建仓 |