CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 2731 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 | 4.48% | -0.14% | +3.40% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.95% | — | +5.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.37% | +8.30% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.72% | — | -6.15% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.36% | — | -4.45% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.36% | — | +0.69% | |
| 7 | GIS | General Mills INC | 股票-非周期性消费 | 1.24% | — | +0.21% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | — | +5.49% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | -0.22% | +24.02% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.09% | -0.32% | +0.91% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.07% | — | +7.03% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | -0.40% | +3.90% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.92% | — | +41.22% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | — | -2.25% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | +9.37% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | +0.16% | +29.52% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | +0.05% | +0.78% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.80% | -0.28% | +4.54% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | — | +8.26% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | — | +7.75% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.75% | +0.06% | +8.04% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | +11.39% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.67% | — | +446.97% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.67% | — | -0.25% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.67% | — | +4.49% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | -5.76% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.63% | — | -0.88% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.62% | — | +27.16% | |
| 29 | T | At&t INC | 股票-通信服务 | 0.62% | — | +3.07% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.58% | — | +1.43% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +3.50% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +30.79% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | — | -8.44% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.53% | — | +45.72% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.53% | — | +6.88% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.53% | — | +10.40% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.14% | +7.56% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.50% | — | -0.00% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | +29.51% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.49% | — | -4.21% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | +5.41% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.48% | — | +54.06% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | -1.10% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | — | +163.54% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | — | -9.77% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.46% | — | +20.78% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | +0.12% | +7.64% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | +2.64% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.44% | — | +143.00% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | — | +2.41% |