CIK: 0001422508
申报总市值
US$6.7亿
仅显示前 200 大持股（共 201 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.94% | +0.15% | -3.18% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 4.80% | — | -7.54% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.87% | — | -2.48% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 2.63% | — | +0.65% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.58% | +0.03% | -7.35% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | — | -0.56% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.40% | +0.01% | -5.30% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.31% | -0.01% | -2.55% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.30% | +0.11% | -2.46% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.10% | — | +107.35% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.08% | — | +1.83% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.84% | -0.03% | +8.87% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.80% | -0.08% | -6.93% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.68% | -0.02% | +10.55% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.65% | — | -19.39% | |
| 16 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.55% | — | -1.49% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.53% | -0.04% | +5.20% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.24% | — | +104.37% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.23% | -0.03% | -8.52% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.20% | +0.06% | -1.92% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 1.12% | — | +2.37% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | -0.01% | +8.32% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | — | -2.10% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | -0.23% | +6.11% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.01% | — | -3.74% | |
| 26 | MMM | 3m Co | 股票-工业 | 0.94% | — | +33.95% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.03% | +16.51% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | -1.18% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | — | -2.37% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.86% | — | -5.56% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.82% | -0.14% | +43.42% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | — | +0.02% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | — | -2.16% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.77% | — | +2.00% | |
| 35 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.75% | — | +8.09% | |
| 36 | ECL | Ecolab INC | 股票-原材料 | 0.75% | — | +6.33% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | +0.21% | +0.47% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.69% | +0.08% | NEW | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.68% | — | -4.87% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.06% | -2.73% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.66% | +0.21% | -0.28% | |
| 42 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.62% | — | +21.41% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.62% | +0.01% | — | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.30% | +36.96% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | +12.18% | |
| 46 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.58% | — | -2.46% | |
| 47 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.56% | — | +10.45% | |
| 48 | TT | Trane Technologies plc | 股票-工业 | 0.52% | +0.02% | -1.17% | |
| 49 | CLX | Clorox Company | 股票-非周期性消费 | 0.52% | — | +59.70% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | -26.03% |