CIK: 0001599330
申报总市值
US$30.2亿
仅显示前 200 大持股（共 202 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 27.81% | +0.96% | +0.80% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.40% | — | +0.57% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.09% | +0.07% | +2.56% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.83% | +0.24% | +0.17% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.32% | -0.05% | +1.16% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.31% | -0.21% | +0.31% | |
| 7 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 3.21% | — | -2.82% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.11% | +0.04% | -1.70% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.53% | -0.17% | -4.75% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.50% | -0.13% | +0.80% | |
| 11 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.74% | -0.08% | — | |
| 12 | IACIEUR | Iac/interactivecorp | 股票-其他 | 1.28% | — | — | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | +0.10% | +0.76% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | +0.22% | +77.35% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.85% | — | +0.12% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | -0.11% | +2.41% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | -0.41% | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.76% | +0.12% | +4.64% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | — | +0.20% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | -0.05% | -1.47% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | -0.42% | +1.97% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.03% | +1.93% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.12% | +0.87% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.41% | -10.47% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | -0.93% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.05% | +0.09% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | +1.79% | |
| 28 | NFLX | Netflix INC | 股票-通信服务 | 0.42% | — | -6.52% | |
| 29 | T | At&t INC | 股票-通信服务 | 0.40% | — | -2.42% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | -1.42% | |
| 31 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.35% | — | -12.37% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | — | -3.62% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.33% | — | +6.75% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.31% | — | +0.04% | |
| 35 | MMM | 3m Co | 股票-工业 | 0.30% | — | — | |
| 36 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.30% | — | +0.27% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.30% | — | +2.45% | |
| 38 | ROST | Ross Stores INC | 股票-周期性消费 | 0.30% | — | — | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.29% | — | +0.59% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.26% | — | -3.44% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.25% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.24% | — | +0.09% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.23% | — | +0.03% | |
| 44 | EPD | Enterprise Products Partners | 股票-能源 | 0.22% | — | — | |
| 45 | TWTRUSD | Twitter INC | 股票-其他 | 0.22% | — | +3.46% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.22% | — | +0.03% | |
| 47 | MPLX | Mplx LP | 股票-能源 | 0.22% | — | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.21% | +0.03% | +2.65% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.21% | — | +0.15% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.21% | — | +0.47% |