CIK: 0001462284
申报总市值
US$750.8亿
仅显示前 200 大持股（共 3235 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 | AAPL | Apple INC | 股票-科技 | 3.26% | — | -0.97% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | — | -0.31% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.18% | — | -0.35% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.68% | — | -2.15% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.54% | — | +1.34% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | — | +4.49% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | — | +0.87% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 1.26% | — | -1.77% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | +1.52% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | — | +5.29% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | -7.07% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | -4.42% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.82% | — | -10.25% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | — | -0.61% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.77% | — | +5.08% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | +0.24% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | — | -1.80% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | +6.87% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -0.89% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.65% | — | +3.74% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | -0.82% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.64% | — | +5.23% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | +3.32% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.62% | — | +2.65% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | — | -1.04% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | — | +3.72% | |
| 27 | FTCS | First Trust Capital Strength | ETF-其他 | 0.60% | — | -0.69% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | — | +2.63% | |
| 29 | MGPI | Mgp Ingredients INC | 股票-其他 | 0.59% | — | -0.50% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.59% | — | -11.74% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | — | -0.60% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +1.39% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | — | -20.29% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.55% | — | +29.20% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +2.75% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.52% | — | +2.25% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | — | +3.55% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.49% | — | +1.41% | |
| 39 | ETN | Eaton Corporation plc | 股票-工业 | 0.48% | — | +0.40% | |
| 40 | MSI | Motorola Solutions INC | 股票-科技 | 0.46% | — | +0.60% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | +3.04% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.43% | — | +27.04% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | — | -13.69% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | — | -6.95% | |
| 45 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.42% | — | +2.67% | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.40% | — | +3.57% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.40% | — | +1.10% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | — | +1.83% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.38% | — | +1.66% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.38% | — | +5.77% |