CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 3491 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 | 5.10% | -0.14% | +1.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.37% | +3.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.33% | — | +4.23% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.99% | — | +2.11% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.62% | — | +3.32% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.60% | -0.32% | +17.52% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | +0.35% | +9.37% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | — | +31.62% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.27% | -0.22% | +10.63% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | — | +1.29% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.07% | — | -0.06% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.00% | — | +3.81% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | — | -2.26% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | -6.43% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.76% | — | +34.65% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | -29.75% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | — | +4.35% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | +0.16% | +19.28% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.14% | +2.24% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | — | +2.03% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | -0.28% | -6.15% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.64% | — | +5.13% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.61% | — | +1.63% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.59% | — | -19.43% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.58% | +0.09% | +8.13% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | — | -11.08% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +3.78% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | +0.16% | -16.48% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | — | +0.91% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | — | +1.05% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | +0.05% | +4.70% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.14% | +12.65% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | — | +3.33% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | — | +6.49% | |
| 35 | GIS | General Mills INC | 股票-非周期性消费 | 0.50% | — | -0.63% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | +0.12% | +1.88% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | +1.57% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | -0.40% | +22.47% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | — | +2.32% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.47% | — | +0.70% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.47% | — | +5.00% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.47% | — | +48.74% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | — | +6.13% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | +0.04% | -18.28% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | — | +0.30% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | -0.08% | |
| 47 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.44% | — | +1.10% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | +19.24% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.42% | — | +1.37% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | — | +65.42% |