CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 911 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 | 6.46% | -0.26% | +3.32% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.30% | -0.35% | +3.94% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.60% | +6.96% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.90% | +0.21% | +17.58% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.78% | +0.09% | +20.00% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.70% | — | +8.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.69% | — | -0.53% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.55% | — | +1.30% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.54% | — | +5.09% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.49% | +0.16% | +6.32% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.47% | -0.11% | -5.31% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.24% | — | -1.03% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | -0.10% | +8.98% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.05% | — | +5.35% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | -0.09% | +3.16% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | — | +1.94% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.10% | +4.23% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.81% | — | -2.54% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.81% | — | +1.13% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.79% | — | +19.48% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | — | +1.46% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | — | +1.86% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.08% | +1.54% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +6.89% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | +16.54% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.71% | — | -11.82% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.33% | +11.76% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +1.93% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.64% | — | +2.24% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | +12.72% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +1.39% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.57% | — | +11.50% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | +6.60% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | -1.23% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | +7.72% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | +0.08% | +7.76% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | — | +6.83% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.53% | — | +3.89% | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 0.52% | +0.07% | -7.04% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | — | +1.40% | |
| 41 | FFIV | F5 INC | 股票-科技 | 0.52% | — | +9.23% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | +0.05% | +18.90% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.51% | -0.07% | +11.54% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.51% | — | +5.82% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | -0.11% | +14.39% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.48% | — | +8.64% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | -1.26% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | +2.31% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | — | +3.06% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.47% | — | +6.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.2% | +11.76% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.2% | +6.96% | 加仓 |
| 3 | SCHW | Schwab (charles) CORP | +0.2% | +413.48% | 加仓 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +17.58% | 加仓 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +20.00% | 加仓 |
| 6 | AAPL | Apple INC | +0.1% | +3.94% | 加仓 |
| 7 | MPLX | Mplx LP | +0.1% | +79.82% | 加仓 |
| 8 | MS | Morgan Stanley | +0.1% | +141.67% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +14.39% | 加仓 |
| 10 | TSLA | Tesla INC | +0.1% | +44.46% | 加仓 |
| 11 | AMZN | Amazon.com INC | +0.1% | +8.98% | 加仓 |
| 12 | VNQ | Vanguard Real Estate ETF | +0.1% | +16.54% | 加仓 |
| 13 | NKE | Nike INC -cl B | +0.1% | +17.65% | 加仓 |
| 14 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +19.48% | 加仓 |
| 15 | CRM | Salesforce INC | +0.1% | +11.50% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.94% | 加仓 |
| 17 | NDAQ | Nasdaq INC | +0.1% | +16.79% | 加仓 |
| 18 | MMM | 3m Co | +0.1% | +25.49% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +4.80% | 加仓 |
| 20 | DHR | Danaher CORP | +0.1% | +6.08% | 加仓 |
| 21 | VWO | Vanguard Ftse Emerging Marke | 0% | +18.90% | 加仓 |
| 22 | FDX | Fedex CORP | 0% | +18.93% | 加仓 |
| 23 | COST | Costco Wholesale CORP | 0% | +8.06% | 加仓 |
| 24 | TMO | Thermo Fisher Scientific INC | 0% | +11.22% | 加仓 |
| 25 | WMT | Walmart INC | 0% | +13.99% | 加仓 |
| 26 | VUG | Vanguard Growth ETF | 0% | +3.16% | 加仓 |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +8.73% | 加仓 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.60% | 加仓 |
| 29 | V | Visa Inc-class A Shares | — | +1.46% | 加仓 |
| 30 | HD | Home Depot INC | 0% | +6.89% | 加仓 |
| 31 | UNH | Unitedhealth Group INC | 0% | +1.86% | 加仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +3.32% | 加仓 |
| 33 | VTV | Vanguard Value ETF | 0% | +5.09% | 加仓 |
| 34 | AGG | Ishares Core U.s. Aggregate | -0.1% | +6.32% | 加仓 |
| 35 | SCHX | Schwab US Large-cap ETF | -0.1% | -1.03% | 减仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.53% | 减仓 |
| 37 | SCHG | Schwab US Large-cap Growth | -0.1% | -5.31% | 减仓 |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.30% | 加仓 |
| 39 | KSUEUR | Kansas City Southern | -0.2% | -52.51% | 减仓 |
| 40 | ZBH | Zimmer Biomet Holdings INC | -0.2% | -48.40% | 减仓 |
| 41 | LULU | Lululemon Athletica INC | -0.2% | -82.49% | 减仓 |
| 42 | T | At&t INC | -0.2% | -48.60% | 减仓 |
| 43 | SLQT | Selectquote INC | -0.2% | -2.83% | 减仓 |
| 44 | IAU | Ishares Gold Trust | — | NEW | 新建仓 |
| 45 | IAUUSD | Ishares Gold Trust | — | EXIT | 清仓 |
| 46 | BKR | Baker Hughes Co | — | NEW | 新建仓 |
| 47 | BERYEUR | Berry Global Group INC | — | NEW | 新建仓 |
| 48 | SNOW | Snowflake INC | — | NEW | 新建仓 |
| 49 | Z | Zillow Group INC - C | — | NEW | 新建仓 |
| 50 | DFAC | Dimensional US Core Equity 2 | — | NEW | 新建仓 |