CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 680 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.12% | -0.26% | -0.48% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.39% | — | +34.59% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.19% | — | -0.35% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.15% | — | +3.23% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.05% | -0.35% | +8.79% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.63% | — | +9.26% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.60% | +1.29% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.40% | — | +16.00% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | +0.21% | +9.88% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | — | +3.91% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.28% | — | +7.63% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.26% | +0.16% | +22.02% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.23% | -0.11% | +2.91% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | — | -0.91% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.04% | — | +12.39% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.91% | — | +13.58% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.08% | -4.65% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | — | +4.74% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.86% | — | +24.43% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.85% | — | +2.95% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.85% | — | +11.07% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | -0.09% | +11.91% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.78% | — | +2.57% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.77% | — | +58.01% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | -0.10% | +5.81% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | — | -9.81% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.71% | — | +4.86% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | +4.33% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.10% | +4.46% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.70% | — | +25.11% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | +2.52% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.69% | — | -25.61% | |
| 33 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.68% | — | +0.37% | |
| 34 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.68% | — | -2.81% | |
| 35 | SYY | Sysco CORP | 股票-非周期性消费 | 0.68% | — | +6.74% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +6.40% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.11% | +4.99% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.64% | — | +11.66% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | -1.12% | |
| 40 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.62% | — | +0.14% | |
| 41 | MCHP | Microchip Technology INC | 股票-科技 | 0.62% | — | +1.49% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | +13.14% | |
| 43 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.61% | — | +2.55% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.14% | +1.25% | |
| 45 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.58% | — | +4.37% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | -1.33% | |
| 47 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.58% | — | +1.25% | |
| 48 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.56% | — | +1.67% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +0.45% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.54% | — | +16.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USMV | Ishares Msci USA Min Vol Fac | +0.7% | +34.59% | 加仓 |
| 2 | GLD | Spdr Gold Shares | +0.4% | +1126.44% | 加仓 |
| 3 | AAPL | Apple INC | +0.4% | +8.79% | 加仓 |
| 4 | ICE | Intercontinental Exchange In | +0.3% | +2122.43% | 加仓 |
| 5 | PEP | Pepsico INC | +0.3% | +58.01% | 加仓 |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +22.02% | 加仓 |
| 7 | DHI | Dr Horton INC | +0.2% | +4686.40% | 加仓 |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +3.91% | 加仓 |
| 9 | MCD | Mcdonald's CORP | +0.2% | +24.43% | 加仓 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +16.00% | 加仓 |
| 11 | ZBH | Zimmer Biomet Holdings INC | +0.2% | +48.26% | 加仓 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.2% | +9.26% | 加仓 |
| 13 | SPLKCHF | Splunk INC | +0.2% | +2012.37% | 加仓 |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +25.11% | 加仓 |
| 15 | VNQ | Vanguard Real Estate ETF | +0.1% | +11.07% | 加仓 |
| 16 | VTV | Vanguard Value ETF | +0.1% | +12.39% | 加仓 |
| 17 | IWD | Ishares Russell 1000 Value E | +0.1% | +13.58% | 加仓 |
| 18 | SYY | Sysco CORP | +0.1% | +6.74% | 加仓 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.88% | 加仓 |
| 20 | HD | Home Depot INC | +0.1% | +4.33% | 加仓 |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +11.91% | 加仓 |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +516.48% | 加仓 |
| 23 | T | At&t INC | +0.1% | +30.13% | 加仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.23% | 加仓 |
| 25 | DVY | Ishares Select Dividend ETF | +0.1% | +42.04% | 加仓 |
| 26 | HON | Honeywell International INC | +0.1% | +34.30% | 加仓 |
| 27 | SCHF | Schwab Intl Equity ETF | +0.1% | +7.63% | 加仓 |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +16.23% | 加仓 |
| 29 | IVE | Ishares S&p 500 Value ETF | +0.1% | +11.66% | 加仓 |
| 30 | MSFT | Microsoft CORP | +0.1% | +1.29% | 加仓 |
| 31 | UNH | Unitedhealth Group INC | -0.1% | +2.95% | 加仓 |
| 32 | TRV | Travelers Cos Inc/the | -0.1% | -70.13% | 减仓 |
| 33 | CSCO | Cisco Systems INC | -0.1% | -1.12% | 减仓 |
| 34 | IBB | Ishares Biotechnology ETF | -0.1% | -84.67% | 减仓 |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -62.36% | 减仓 |
| 36 | HP5A | Equity Commonwealth | -0.1% | -88.02% | 减仓 |
| 37 | RGA | Reinsurance Group Of America | -0.1% | -79.22% | 减仓 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -4.65% | 减仓 |
| 39 | ROK | Rockwell Automation INC | -0.1% | -51.92% | 减仓 |
| 40 | MMM | 3m Co | -0.2% | -33.75% | 减仓 |
| 41 | MS | Morgan Stanley | -0.2% | -80.92% | 减仓 |
| 42 | ABT | Abbott Laboratories | -0.2% | -31.79% | 减仓 |
| 43 | ✓ | Mellanox Technologies LTD | -0.2% | -81.31% | 减仓 |
| 44 | PFE | Pfizer INC | -0.3% | -46.70% | 减仓 |
| 45 | SCHW | Schwab (charles) CORP | -0.3% | -63.67% | 减仓 |
| 46 | CCL1EUR | Carnival CORP LTD | -0.3% | -91.66% | 减仓 |
| 47 | IXUS | Ishares Core Intl Stock ETF | — | EXIT | 清仓 |
| 48 | ✓ | Advisorshares Tr | — | EXIT | 清仓 |
| 49 | WBC1EUR | Wabco Holdings INC | — | EXIT | 清仓 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清仓 |