CIK: 0001599863
申报总市值
US$24.5亿
仅显示前 200 大持股（共 355 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 | VUG | Vanguard Growth ETF | ETF-其他 | 13.72% | — | +1.57% | |
| 2 | PFE | Pfizer INC | 股票-医疗保健 | 5.66% | — | -0.82% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.04% | — | +8.31% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.38% | — | +15.22% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.10% | — | +4.31% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.74% | — | +0.46% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.58% | — | -2.65% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-其他 | 2.99% | — | +4.56% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | — | +7.61% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.58% | — | +2.78% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.28% | — | +11.78% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.62% | — | -23.24% | |
| 13 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.59% | — | +29.58% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | — | +0.86% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.54% | — | -6.95% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | — | +14.02% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.52% | — | +2.69% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | — | -0.31% | |
| 19 | ✓ | 股票-其他 | 1.21% | — | -31.57% | ||
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | -4.45% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.03% | — | -2.38% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.01% | — | +2.77% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 0.90% | — | +26.73% | |
| 24 | IQLT | Ishares Msci International Q | ETF-其他 | 0.79% | — | +55.24% | |
| 25 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.76% | — | — | |
| 26 | MPLX | Mplx LP | 股票-能源 | 0.72% | — | — | |
| 27 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.68% | — | — | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | -0.39% | |
| 29 | ZTS | Zoetis INC | 股票-医疗保健 | 0.63% | — | — | |
| 30 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.62% | — | -9.19% | |
| 31 | KKR | Kkr & Co INC | 股票-金融 | 0.62% | — | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.59% | — | +18.79% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | +27.64% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.56% | — | +26.52% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | -2.91% | |
| 37 | BX | Blackstone INC | 股票-金融 | 0.55% | — | -0.67% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | — | +0.42% | |
| 39 | CABO | Cable One INC | 股票-通信服务 | 0.53% | — | — | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.51% | — | — | |
| 41 | MET | Metlife INC | 股票-金融 | 0.48% | — | +66.31% | |
| 42 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | — | -2.53% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +3.85% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | — | +3.74% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | — | — | |
| 46 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 0.39% | — | — | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.37% | — | -4.41% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | -1.51% | |
| 49 | WM | Waste Management INC | 股票-工业 | 0.33% | — | -0.12% | |
| 50 | DE | Deere & Co | 股票-工业 | 0.32% | — | — |