CIK: 0000913760
申报总市值
US$18.6亿
仅显示前 200 大持股（共 209 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 | 2.41% | -0.34% | +1.19% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | -0.45% | +18.70% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.57% | -0.17% | +3.73% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.54% | — | -11.40% | |
| 5 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 1.54% | — | -9.07% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.52% | — | +0.25% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.47% | — | +1.67% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.40% | — | -8.83% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 1.33% | — | +0.51% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.21% | — | +50.52% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.18% | -0.58% | +32.39% | |
| 12 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.14% | — | -0.52% | |
| 13 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 1.13% | — | +1.11% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.11% | — | -8.88% | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.06% | — | +16.32% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.14% | +6.95% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | — | +67.91% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | — | +27.54% | |
| 19 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.97% | — | +19.10% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.95% | +0.36% | -3.42% | |
| 21 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.94% | — | +78.01% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.93% | — | -5.18% | |
| 23 | T | At&t INC | 股票-通信服务 | 0.90% | — | +4.26% | |
| 24 | ✓ | 股票-其他 | 0.89% | — | -8.58% | ||
| 25 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.88% | — | +17.90% | |
| 26 | NTNX | Nutanix INC - A | 股票-科技 | 0.86% | — | -25.85% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | -0.44% | +17.67% | |
| 28 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.84% | — | +2.61% | |
| 29 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.84% | — | -5.75% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.81% | -0.25% | +28.73% | |
| 31 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.79% | — | -41.59% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.78% | — | +45.00% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.72% | — | — | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.70% | — | +40.80% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.69% | -0.19% | +21.02% | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.68% | — | +22.47% | |
| 37 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.67% | — | +85.88% | |
| 38 | CSB | VictoryShares US Small Cap High Div Volatility Wtd ETF | ETF-中小型股 | 0.66% | — | +77.53% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.65% | — | +88.71% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.65% | -0.13% | -19.09% | |
| 41 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.64% | — | +60.86% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -0.59% | |
| 43 | ✓ | Powershares | 股票-其他 | 0.64% | — | — | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | +8.03% | |
| 45 | FEP | First Trust Europe | ETF-其他 | 0.64% | — | +62.77% | |
| 46 | ✓ | ETF Ser Solutions | 股票-其他 | 0.63% | — | — | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | +0.79% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | — | +10.85% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | -0.48% | -42.58% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.55% | +6.30% |