CIK: 0001462284
申报总市值
US$750.8亿
仅显示前 200 大持股（共 3274 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 | 2.89% | — | +0.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | — | +0.23% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.08% | — | -11.33% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.02% | — | -0.43% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | — | +1.67% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.39% | — | +9.04% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | — | +2.15% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | — | +0.05% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 0.94% | — | -0.64% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | — | -5.83% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 0.91% | — | +0.34% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | — | +4.12% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | — | +7.19% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | — | +1.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | — | +2.16% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | — | -0.55% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | +3.17% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.77% | — | -0.33% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | +3.30% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +2.92% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | +0.90% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | +6.79% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.67% | — | +3.86% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | — | +3.66% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | — | -5.59% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.65% | — | -1.24% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | — | +0.61% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | -4.20% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | — | -1.56% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +2.62% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.59% | — | -3.00% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | -2.77% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | — | +2.40% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.54% | — | +4.76% | |
| 35 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.53% | — | -4.49% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.53% | — | +0.37% | |
| 37 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.52% | — | -0.52% | |
| 38 | MSI | Motorola Solutions INC | 股票-科技 | 0.51% | — | -2.32% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | — | +3.65% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.50% | — | +18.83% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.49% | — | +10.64% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | — | +1.65% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +2.49% | |
| 44 | FTCS | First Trust Capital Strength | ETF-其他 | 0.44% | — | -0.87% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.43% | — | +3.82% | |
| 46 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.43% | — | -1.00% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.43% | — | +1.66% | |
| 48 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.43% | — | -0.65% | |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.42% | — | +7.42% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | +6.19% |