CIK: 0001462284
申报总市值
US$750.8亿
仅显示前 200 大持股(共 3208 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 | 2.95% | — | +0.09% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.29% | — | +10.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | — | +2.64% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.84% | — | +6.66% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.49% | — | +1.69% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | — | +4.40% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | — | +8.13% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 0.97% | — | +4.63% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +4.21% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | — | +14.97% | |
| 11 | MGPI | Mgp Ingredients INC | 股票-其他 | 0.87% | — | -0.34% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | — | +1.86% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 0.86% | — | +3.98% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.83% | — | +3.55% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | +3.35% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | +1.11% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | — | +10.97% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | — | +2.24% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | — | +1960.94% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.72% | — | +5.62% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | — | +1.66% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | — | -1.83% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.70% | — | +2.48% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | -0.38% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.68% | — | +9.19% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +2.36% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | — | +0.05% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.63% | — | +19.89% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | +5.06% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.57% | — | +2.38% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | -0.90% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.56% | — | +6.08% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.55% | — | +0.66% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.53% | — | -10.89% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.52% | — | +62.35% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | — | -2.86% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | +3.85% | |
| 38 | FTCS | First Trust Capital Strength | ETF-其他 | 0.52% | — | -6.55% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.50% | — | +4.57% | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.49% | — | +0.43% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | -1.72% | |
| 42 | DVN | Devon Energy CORP | 股票-能源 | 0.48% | — | +9.82% | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.45% | — | +3.65% | |
| 44 | MSI | Motorola Solutions INC | 股票-科技 | 0.45% | — | +3.43% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | — | +6.99% | |
| 46 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.44% | — | +5.23% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.41% | — | +16.14% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.40% | — | +12.95% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.40% | — | +5.18% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.38% | — | +10.35% |