CIK: 0001598186
申报总市值
US$19.8亿
仅显示前 200 大持股（共 377 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 | 41.06% | +9.26% | +11.08% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 9.21% | -0.09% | -28.35% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.19% | — | -0.07% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.18% | — | +21.20% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.77% | — | +121.04% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-其他 | 2.31% | -0.17% | +7.34% | |
| 7 | IGOV | Ishares International Treasu | ETF-其他 | 1.75% | -0.09% | +96.27% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 1.33% | — | +3.64% | |
| 9 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.02% | — | +100.68% | |
| 10 | ✓ | Powershares | 股票-其他 | 0.78% | — | +60.72% | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.78% | -0.22% | -4.30% | |
| 12 | INDA | Ishares Msci India ETF | ETF-其他 | 0.58% | -0.09% | +36.89% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.42% | +1.67% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.58% | -0.06% | -1.40% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.51% | — | +0.58% | |
| 16 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.46% | — | +26.42% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.06% | -0.47% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | -1.19% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.33% | -0.06% | — | |
| 20 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新兴市场 | 0.32% | -0.07% | +2.52% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.32% | -0.14% | +4.09% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.31% | — | -3.32% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | — | +0.11% | |
| 24 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.28% | — | +23.90% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.28% | -0.11% | -4.94% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.28% | — | -2.62% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.27% | — | -0.59% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.27% | -0.09% | +6.20% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.27% | — | -1.17% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | — | -0.82% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.26% | — | -0.22% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.25% | — | -2.08% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.24% | — | -1.83% | |
| 34 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.24% | — | -4.65% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.10% | -6.68% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.24% | — | -1.26% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | — | -2.97% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.23% | +0.06% | -1.84% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | — | +4.90% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.22% | -0.21% | -5.26% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.22% | — | +24.97% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.21% | — | +0.27% | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.21% | — | +6.77% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.21% | — | +4.21% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.20% | +0.05% | +1.32% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.20% | — | +3.86% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.20% | — | +0.08% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.20% | — | +5.68% | |
| 49 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.20% | — | +3.86% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.19% | -0.06% | -7.29% |