CIK: 0000746504
申报总市值
US$14.9亿
仅显示前 200 大持股（共 694 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.12% | — | -17.99% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.93% | — | -26.46% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.74% | — | +7.21% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.49% | — | -7.00% | |
| 5 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.32% | — | +1.27% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.19% | — | +6.93% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.97% | — | +53.21% | |
| 8 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 1.54% | — | -4.37% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.53% | — | +36.81% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.47% | — | -0.08% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | — | +9.87% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.37% | — | -8.54% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | — | -5.20% | |
| 14 | RDIV | Invesco S&p Ultra Dividend | ETF-其他 | 1.14% | — | +66.11% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.03% | — | -2.06% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.02% | — | +17.58% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.01% | — | -5.79% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.96% | — | -6.22% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.91% | — | +195.73% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | — | +16.12% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.79% | — | — | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.78% | — | +19.19% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | +14.58% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.68% | — | -1.40% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.68% | — | -34.64% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | -2.92% | |
| 27 | T | At&t INC | 股票-通信服务 | 0.63% | — | -7.57% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.62% | — | +15.05% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +15.85% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.58% | — | +24.07% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.54% | — | +2.69% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -5.44% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | +0.96% | |
| 34 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.52% | — | +1.70% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.52% | — | +4.51% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.51% | — | +22.05% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.51% | — | +7.10% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | -7.06% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | — | -8.56% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | -0.62% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | — | -3.66% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.49% | — | +5.98% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.49% | — | -4.80% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | -10.21% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.45% | — | -11.59% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.45% | — | +3.67% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +5.79% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | -9.86% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | -7.23% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.43% | — | +22.98% |