CIK: 0001533954
申报总市值
US$9.4亿
仅显示前 200 大持股（共 467 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 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.50% | -6.10% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.03% | -0.31% | -78.80% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.83% | — | -33.63% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.73% | -0.15% | -11.27% | |
| 5 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.59% | — | -1.01% | |
| 6 | ADBE | Adobe INC | 股票-科技 | 1.58% | -0.18% | -1.56% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.40% | — | -16.17% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.34% | — | +266.87% | |
| 9 | BA | Boeing Co/the | 股票-工业 | 1.30% | — | -3.44% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.18% | -0.73% | |
| 11 | PYPL | Paypal Holdings INC | 股票-金融 | 1.15% | — | -4.41% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.03% | — | -7.46% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | — | +3.83% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | — | -16.48% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.88% | -0.07% | +6.42% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.86% | — | -4.44% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -1.11% | -5.03% | |
| 18 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.80% | — | -6.99% | |
| 19 | TXN | Texas Instruments INC | 股票-科技 | 0.76% | — | -8.11% | |
| 20 | AMGN | Amgen INC | 股票-医疗保健 | 0.73% | — | +8.68% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.66% | -0.08% | -2.09% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +12.48% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.65% | — | -12.92% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.64% | — | -5.27% | |
| 25 | AABAUSD | Altaba INC | 股票-其他 | 0.64% | — | -0.12% | |
| 26 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.64% | — | -0.11% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | -0.27% | -51.26% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | +0.08% | -1.76% | |
| 29 | T | At&t INC | 股票-通信服务 | 0.62% | — | +9.48% | |
| 30 | BMVP | Invesco Bloomberg Mvp Multi- | ETF-其他 | 0.61% | — | -1.71% | |
| 31 | ✓ | Invesco Exchange Traded Fd T | 股票-其他 | 0.60% | — | -2.25% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.59% | — | +3.17% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | — | -3.99% | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.58% | — | -15.79% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.57% | — | -8.17% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.57% | — | -14.97% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | -8.48% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.56% | — | +18.10% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | +37.81% | |
| 40 | CSX | Csx CORP | 股票-工业 | 0.55% | — | +3.72% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | -18.25% | |
| 42 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.53% | — | -13.18% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | +0.55% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | — | +1.75% | |
| 45 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 0.48% | — | -1.27% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | -16.09% | |
| 47 | C | Citigroup INC | 股票-金融 | 0.47% | — | +11.74% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.47% | — | -1.69% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.47% | — | +17.01% | |
| 50 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.46% | — | +1.73% |