CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 3378 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 | 5.07% | -0.14% | +3.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.37% | +6.36% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.28% | — | +3.89% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.85% | — | -0.44% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | — | +3.95% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | -0.32% | +2.11% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | +0.35% | +14.37% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.18% | -0.22% | -2.15% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.09% | — | +4.22% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | — | +1.35% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.05% | — | +4.85% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | -3.89% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | — | -14.64% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | — | -3.03% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 0.92% | — | +0.24% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.14% | -16.79% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.77% | — | +0.49% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | -0.28% | +7.32% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | +0.16% | -1.05% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | — | +2.43% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.66% | — | -2.72% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | +4.48% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.65% | — | +71.80% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | +5.35% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.63% | — | -1.04% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +5.16% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.14% | +5.31% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | — | -6.26% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | — | +0.30% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | +0.04% | +2.75% | |
| 31 | GIS | General Mills INC | 股票-非周期性消费 | 0.57% | — | -12.79% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | +0.12% | -1.76% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | -2.46% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | +0.16% | +42.68% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +4.95% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | +0.05% | +4.80% | |
| 37 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.51% | — | -10.93% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | -8.78% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.48% | — | -0.02% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.47% | — | -1.23% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | +0.59% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | — | -8.05% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | — | -1.75% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.46% | +0.09% | +8.01% | |
| 45 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.43% | — | +0.83% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.42% | — | -5.07% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.42% | — | +7.30% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | +8.34% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +6.16% | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.40% | — | +2.28% |