CIK: 0000746504
申报总市值
US$14.9亿
仅显示前 200 大持股（共 726 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 | 4.07% | — | +9.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.93% | — | +12.50% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.74% | — | -6.52% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.70% | — | -3.36% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.32% | — | +12.52% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.01% | — | +16.90% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.46% | — | +4.81% | |
| 8 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 1.46% | — | +2.24% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.40% | — | +1.87% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.35% | — | -0.26% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | — | +5.81% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.22% | — | -39.97% | |
| 13 | RDIV | Invesco S&p Ultra Dividend | ETF-其他 | 1.09% | — | +4.86% | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.09% | — | — | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.04% | — | +15.11% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.92% | — | -30.44% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.90% | — | +1.31% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | — | -3.28% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.74% | — | +98.93% | |
| 20 | IQLT | Ishares Msci International Q | ETF-其他 | 0.74% | — | — | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.73% | — | +11.95% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.69% | — | +23.85% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | -13.73% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.68% | — | +1.06% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | — | +43.90% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | +1.23% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | — | +8.34% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.63% | — | +1.58% | |
| 29 | T | At&t INC | 股票-通信服务 | 0.62% | — | +8.48% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | +7.31% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | +15.66% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.57% | — | +808.21% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.57% | — | +16.14% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.53% | — | +437.67% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +5.73% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | -12.54% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +11.37% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.49% | — | -4.09% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +11.16% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.47% | — | +4.07% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | -23.64% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.44% | — | +116.40% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.44% | — | -2.00% | |
| 44 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.43% | — | +16.87% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +15.32% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.43% | — | +8.23% | |
| 47 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.43% | — | +587.10% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.42% | — | +6.73% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +0.01% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.42% | — | -5.83% |