CIK: 0001486066
申报总市值
US$36.6亿
仅显示前 200 大持股（共 1057 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.21% | — | +4.23% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.51% | — | -25.80% | |
| 3 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 3.07% | — | +1.96% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.76% | — | +5.28% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.22% | — | -27.21% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | — | -11.28% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.19% | — | +4.70% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.18% | — | -5.30% | |
| 9 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.64% | — | +1.83% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.63% | — | +1.38% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.63% | — | +8.45% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.37% | — | -18.05% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.26% | — | +7.38% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.22% | — | -0.62% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | -42.67% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | — | -16.05% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | — | -49.74% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.89% | — | +2.78% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.87% | — | +33.89% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | — | -22.37% | |
| 21 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.78% | — | +4.97% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.78% | — | -20.81% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | — | -3.32% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -11.06% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | — | -2.69% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | — | -1.02% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.61% | — | -14.74% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | — | -2.08% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | — | -36.69% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | — | +6.28% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.57% | — | -1.36% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | -0.28% | |
| 33 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.56% | — | -1.17% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | +2.06% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | — | -16.02% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | — | -14.44% | |
| 37 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.49% | — | +2.95% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | -22.07% | |
| 39 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.47% | — | +4434.25% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | +0.42% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | — | -4.53% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +25.10% | |
| 43 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.42% | — | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.42% | — | -0.14% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +3.32% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.40% | — | -10.07% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | +15.17% | |
| 48 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.39% | — | +1.72% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.38% | — | +1.10% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | — | +3.22% |