CIK: 0001588871
申报总市值
US$21.0亿
仅显示前 200 大持股（共 597 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 | 14.28% | +0.53% | +7.17% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 10.60% | +0.39% | +10.54% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 9.02% | -0.38% | +34.40% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 7.90% | +0.24% | +42.81% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-其他 | 6.54% | +0.05% | +5.82% | |
| 6 | AAPL | Apple INC | 股票-科技 | 5.30% | +0.05% | +2.12% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.16% | +0.02% | +5.20% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.15% | — | +156.52% | |
| 9 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 3.06% | +0.59% | +10.11% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | +0.21% | +5.37% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | +0.06% | +5.98% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.26% | +0.40% | +3.79% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.00% | — | +2026.82% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.66% | -0.37% | +14.15% | |
| 15 | XLB | Ss Materials Select Sector | ETF-其他 | 1.58% | — | +227548.65% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.47% | — | +7.74% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | — | +1.17% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.21% | — | -29.70% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | +0.02% | — | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | — | +0.17% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.47% | — | — | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | -2.68% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | — | +1.33% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | +16.53% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 0.33% | — | -1.18% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.33% | — | +1.63% | |
| 27 | GL | Globe Life INC | 股票-金融 | 0.30% | +0.03% | -18.05% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事业 | 0.30% | — | +294.98% | |
| 29 | SO | Southern Co/the | 股票-公用事业 | 0.25% | — | -1.61% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.24% | +0.05% | +21.51% | |
| 31 | GPN | Global Payments INC | 股票-工业 | 0.24% | — | — | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | — | +0.29% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | -1.96% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.23% | — | -1.00% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.22% | — | -16.74% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.21% | — | +3.45% | |
| 37 | T | At&t INC | 股票-通信服务 | 0.20% | — | +5.98% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | — | -2.80% | |
| 39 | SYK | Stryker CORP | 股票-医疗保健 | 0.19% | — | -0.18% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.19% | — | — | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.18% | — | -22.47% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.18% | +0.06% | -3.34% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.17% | — | -0.27% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.17% | -0.58% | +0.66% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.16% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.15% | +0.02% | — | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.15% | — | -2.20% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.15% | +0.03% | -0.77% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.15% | — | -0.56% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.14% | +0.02% | +2.21% |