CIK: 0001599330
申报总市值
US$30.2亿
仅显示前 200 大持股（共 212 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 | 23.21% | +0.96% | +0.09% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 12.55% | — | +14.18% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.17% | +0.07% | +1.64% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.45% | -0.05% | +6.51% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.98% | -0.21% | +1.03% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.77% | +0.24% | -1.12% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.91% | -0.13% | +0.88% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.87% | +0.04% | -0.42% | |
| 9 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.89% | — | -3.64% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.86% | -0.17% | -7.42% | |
| 11 | IACIEUR | Iac/interactivecorp | 股票-其他 | 1.61% | — | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | -0.42% | +6.12% | |
| 13 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.28% | -0.08% | -29.54% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | -0.11% | -4.88% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | +0.12% | +51.97% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | -0.05% | +17.67% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | +0.10% | +6.25% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | -0.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | -0.41% | -0.51% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.67% | — | +1.77% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | -0.41% | +0.09% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.03% | +2.56% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.05% | +4.75% | |
| 24 | DRUP | Graniteshares Nasdaq Select | ETF-科技型 | 0.44% | — | +3.71% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.43% | — | -29.78% | |
| 26 | CI | THE Cigna Group | 股票-医疗保健 | 0.43% | — | -5.87% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | — | +0.99% | |
| 28 | TWTRUSD | Twitter INC | 股票-其他 | 0.36% | — | +1.93% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.36% | — | +2.78% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.35% | — | +3.77% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.35% | — | -0.06% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | +1.44% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.33% | — | +3.20% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.32% | — | -3.88% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.30% | — | +0.58% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.30% | — | -0.55% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.29% | — | +7.50% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.29% | — | +9.02% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.28% | — | -35.37% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.27% | — | -2.57% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.27% | — | +185.30% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.26% | +0.22% | -49.30% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.25% | -0.04% | +27.75% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.25% | — | +0.85% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | +0.12% | -1.88% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.24% | — | +11.01% | |
| 47 | ROST | Ross Stores INC | 股票-周期性消费 | 0.24% | — | -0.62% | |
| 48 | ARCC | Ares Capital CORP | 股票-金融 | 0.23% | — | +0.79% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.23% | — | -3.32% | |
| 50 | EBAY | Ebay INC | 股票-周期性消费 | 0.22% | — | +31.79% |