CIK: 0001462284
申报总市值
US$750.8亿
仅显示前 200 大持股（共 3373 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 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | — | -0.88% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.35% | — | -0.15% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.16% | — | +3.38% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.06% | — | +1.35% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | +3.66% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | — | -4.30% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | — | +1.05% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.34% | — | -2.58% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | — | -0.49% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 0.97% | — | -4.51% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | — | +4.95% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 0.91% | — | -1.16% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | -0.47% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | +4.18% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | — | -0.17% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | +4.81% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | — | -3.88% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.75% | — | -0.70% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 0.74% | — | -2.95% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | — | -0.28% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | — | -3.95% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | — | +0.65% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | — | +11.84% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.68% | — | +199.33% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | -0.20% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | — | +389.07% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | — | +1.14% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.64% | — | -1.41% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | -1.22% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | — | -4.35% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | +3.57% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | — | +0.71% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.56% | — | +10.47% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | — | +4.54% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.55% | — | -4.79% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.55% | — | -0.69% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | -2.43% | |
| 38 | MSI | Motorola Solutions INC | 股票-科技 | 0.52% | — | -1.90% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | -1.82% | |
| 40 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.50% | — | -3.79% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.50% | — | +11.76% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.48% | — | -0.25% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | +12.06% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.46% | — | +1.15% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.45% | — | +2.40% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.44% | — | +7.50% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.43% | — | +12.46% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | — | +2.51% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.41% | — | +2.54% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.41% | — | +16.46% |