CIK: 0001598186
申报总市值
US$19.8亿
仅显示前 200 大持股（共 450 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 | 31.55% | +9.26% | -36.98% | |
| 2 | IGOV | Ishares International Treasu | ETF-其他 | 5.05% | -0.09% | -22.42% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.66% | -0.09% | +18.42% | |
| 4 | BWX | State Street Spdr Bloomberg | ETF-其他 | 2.82% | -0.17% | -41.80% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.40% | -0.22% | +2.88% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.42% | +7.19% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 1.50% | — | -9.89% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.49% | — | +2.16% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | — | +7.81% | |
| 10 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.20% | — | -1.70% | |
| 11 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 1.00% | -0.15% | +13.56% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 0.96% | — | -10.07% | |
| 13 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.91% | — | -10.26% | |
| 14 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.72% | -0.09% | -1.15% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.65% | — | -1.12% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.65% | — | -1.75% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.64% | -0.19% | +4.95% | |
| 18 | PICB | Invesco International Corpor | ETF-其他 | 0.62% | -0.09% | -7.62% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.62% | -0.06% | +1.57% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.61% | -0.11% | +33.83% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | +7.13% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | +0.06% | -0.98% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +5.52% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.51% | — | -10.87% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | — | +6.33% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | -0.06% | +2.68% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.47% | -0.14% | +1.20% | |
| 28 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.45% | — | -3.21% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.43% | -0.09% | +5.35% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +6.05% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | -3.01% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.38% | — | -1.84% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +0.64% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | -0.06% | +26.60% | |
| 35 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-其他 | 0.37% | — | +22.76% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.36% | -0.21% | -2.32% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | +6.32% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.35% | — | +0.77% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.33% | — | +7.21% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.33% | — | +8.02% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.33% | — | +10.06% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.32% | — | -0.21% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.32% | — | +8.35% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.31% | — | -1.96% | |
| 45 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.30% | — | -56.48% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | -9.49% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | -1.41% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.29% | — | +12.94% | |
| 49 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.29% | — | +2.47% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.27% | — | -4.46% |