CIK: 0001598186
申报总市值
US$19.8亿
仅显示前 200 大持股（共 419 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 | 20.07% | +9.26% | +0.48% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 11.16% | — | -55.13% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.53% | -0.09% | -8.57% | |
| 4 | BWX | State Street Spdr Bloomberg | ETF-其他 | 4.31% | -0.17% | +4.71% | |
| 5 | IGOV | Ishares International Treasu | ETF-其他 | 3.87% | -0.09% | -0.48% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 2.97% | — | +8.47% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.62% | — | +8.08% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.42% | +8.69% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.47% | -0.22% | +3.40% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 1.45% | — | +3.67% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.14% | — | +77.78% | |
| 12 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.08% | — | +3.53% | |
| 13 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.96% | — | -1.93% | |
| 14 | PICB | Invesco International Corpor | ETF-其他 | 0.82% | -0.09% | +2.72% | |
| 15 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.77% | -0.09% | -0.03% | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.73% | — | +4.19% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.64% | -0.06% | -4.05% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.60% | — | -5.09% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.59% | -0.11% | +49.75% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | +0.06% | -0.14% | |
| 21 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.57% | — | -5.22% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.56% | -0.06% | -23.66% | |
| 23 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.54% | -0.15% | +8.32% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | -0.91% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | +14.30% | |
| 26 | INDA | Ishares Msci India ETF | ETF-其他 | 0.45% | -0.09% | -39.21% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +12.84% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -1.67% | |
| 29 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新兴市场 | 0.42% | -0.07% | +2.46% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | +10.76% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | — | +12.87% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.39% | — | -0.56% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.36% | — | -3.38% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.36% | -0.14% | -1.17% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | -3.44% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.35% | — | +9.25% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.34% | — | +3.72% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.33% | — | -0.02% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.32% | — | +0.70% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.32% | +0.06% | +3.20% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.32% | — | +12.56% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.31% | — | +0.04% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.31% | — | +9.16% | |
| 44 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.31% | — | -34.67% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.30% | — | +3.26% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | — | -1.02% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.29% | -0.06% | +11.76% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.10% | +5.53% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.28% | — | +10.92% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.27% | — | -3.92% |