CIK: 0000012600
申报总市值
US$68.2亿
仅显示前 200 大持股（共 3452 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 | USMC | Principal US Mega-cap ETF | ETF-其他 | 6.08% | — | +1.99% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.78% | +0.13% | +1.58% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.47% | — | -12.22% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.44% | — | +0.03% | |
| 5 | GSUS | Goldman Sachs Marketbeta US | ETF-避险与商品 | 1.78% | -0.20% | +5.69% | |
| 6 | PSC | Principal US Small-cap ETF | ETF-其他 | 1.63% | +0.06% | +2.77% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.29% | +3.75% | |
| 8 | BCHP | Principal Foc Blue Chip ETF | ETF-其他 | 1.42% | -0.21% | +80.08% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.22% | — | -0.28% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.18% | — | +8.72% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.15% | — | +11.85% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.14% | — | +11.82% | |
| 13 | IG | Prin Invest Grad CORP Etf-ui | ETF-其他 | 1.05% | +0.13% | +7.25% | |
| 14 | PY | Principal Value ETF | ETF-其他 | 1.02% | +0.15% | +2.62% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.94% | — | +1.73% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.93% | — | +4.48% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | — | +8.10% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | +0.05% | +20.71% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.81% | — | +4.75% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.79% | — | +113776.30% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | -1.99% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.74% | +0.06% | -1.11% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.74% | -0.13% | +8.37% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.73% | — | +13.57% | |
| 25 | GCOR | Goldman Sachs Access US Agg | ETF-避险与商品 | 0.72% | +0.04% | -3.16% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.71% | — | +10.33% | |
| 27 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.68% | — | — | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.63% | — | +31.63% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | — | -5.22% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.61% | — | +6.32% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | +21.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | — | +7.76% | |
| 33 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.58% | — | +5.60% | |
| 34 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.56% | — | +1.59% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.55% | — | +705.53% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.51% | — | +8.02% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | — | +2.13% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.48% | -0.13% | +28.64% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.48% | — | +9.20% | |
| 40 | PSET | Principal Quality ETF | ETF-其他 | 0.47% | — | +3.66% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | +6.93% | |
| 42 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.46% | — | +2.33% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.44% | -0.22% | +1.84% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +3.93% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +9.72% | |
| 46 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.41% | — | +2.96% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | — | +4.31% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | +8.44% | |
| 49 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.37% | — | +2.89% | |
| 50 | EWU | Ishares Msci United Kingdom | ETF-其他 | 0.36% | — | +5.23% |