CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 3259 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 | 5.02% | -0.14% | +2.18% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | -0.37% | +5.58% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.31% | — | +6.15% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.69% | — | +10.21% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.57% | — | +7.15% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.35% | — | +5.68% | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 1.31% | — | +7.33% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.09% | -0.32% | +2.82% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.08% | — | +0.38% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.35% | +4.31% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | -0.22% | +3.77% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | — | +7.59% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | — | +1.69% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.87% | — | +8.65% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.81% | — | -1.67% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | -0.40% | +11.33% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | — | +13.37% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.74% | — | +4.47% | |
| 19 | GIS | General Mills INC | 股票-非周期性消费 | 0.72% | — | -0.49% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.16% | -10.35% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.62% | +0.09% | +3.67% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | +0.05% | +0.27% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | — | -0.03% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.58% | — | +1.39% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.57% | — | +1.20% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.56% | — | +0.70% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | — | +4.28% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | — | +1.23% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.14% | +6.55% | |
| 30 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.52% | — | +4.85% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | — | -2.72% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +12.05% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | -0.25% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.49% | +0.12% | +11.15% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.49% | — | +2.25% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.48% | — | +9.28% | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 0.46% | — | +25.66% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.45% | — | +5.19% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.44% | — | +1.33% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.43% | — | -0.27% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.43% | — | -18.40% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.43% | — | +14.06% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | — | +6.32% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +5.42% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.41% | +0.07% | +9.82% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.40% | — | +3.43% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.39% | +0.04% | +4.15% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.39% | — | -0.69% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | — | +8.82% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.39% | — | +3.88% |