CIK: 0001333986
申报总市值
US$155.4亿
仅显示前 200 大持股（共 1576 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.58% | -2.31% | -6.34% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.02% | -1.61% | -0.09% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.65% | +0.01% | +7.33% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.64% | -1.13% | -8.45% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.32% | — | -4.71% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.01% | — | +6.03% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.77% | +0.02% | +94.00% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.70% | -0.87% | +5.86% | |
| 9 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.66% | -1.00% | -0.39% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.56% | +0.21% | -0.91% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.51% | +0.40% | +7.38% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.42% | +0.36% | -3.14% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | +0.28% | +7.64% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | — | +4.75% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.30% | -0.60% | +6.66% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | +0.16% | +8.53% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | +0.37% | +9.89% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | +3.37% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.89% | — | +3.26% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.83% | +0.37% | +22.70% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.82% | — | +23.19% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.79% | — | +9.34% | |
| 23 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.76% | -0.25% | +178.33% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.73% | — | +3477.60% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.69% | — | -4.70% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +4.64% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | — | +4.33% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.67% | — | -0.46% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.67% | — | +0.37% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.12% | +8.89% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.65% | — | +7.82% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.64% | — | +5.20% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | — | -2.60% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | +5.23% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | -0.42% | +7.24% | |
| 36 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.55% | +0.35% | +0.82% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.52% | — | +3.81% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | — | +2.94% | |
| 39 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 0.52% | — | +11.31% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | +0.09% | +16.13% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.51% | -0.49% | +4.73% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.50% | -0.15% | +3.09% | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.49% | — | +5.42% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.48% | — | +10.93% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.47% | — | +32.78% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | -0.41% | +6.79% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.13% | +1.89% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.46% | +0.20% | +6.23% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.43% | — | +16.29% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.43% | +0.11% | +74.60% |