CIK: 0000913760
申报总市值
US$18.6亿
仅显示前 200 大持股（共 235 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 | 3.03% | -0.34% | +11.54% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.28% | -0.45% | +4.34% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.69% | +0.79% | +21.90% | |
| 4 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 1.39% | — | -0.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.35% | -0.17% | -3.77% | |
| 6 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 1.27% | — | +25.11% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.25% | — | +1.69% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.24% | -0.58% | -2.14% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.23% | — | +18.50% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.17% | — | +5.54% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +18.57% | |
| 12 | NFLX | Netflix INC | 股票-通信服务 | 1.09% | — | +28.50% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.08% | — | +13.94% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.07% | — | -3.95% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.00% | — | +10.19% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.98% | — | +22.74% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 0.98% | — | +3.55% | |
| 18 | XYZ | Block INC | 股票-金融 | 0.94% | — | +8.20% | |
| 19 | CSB | VictoryShares US Small Cap High Div Volatility Wtd ETF | ETF-中小型股 | 0.92% | — | +26.02% | |
| 20 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.92% | — | +27.52% | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.90% | — | -0.73% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.89% | +0.36% | +13.59% | |
| 23 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.86% | — | +13.07% | |
| 24 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.85% | — | -0.11% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.14% | -0.95% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | — | +0.01% | |
| 27 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.83% | — | +3.36% | |
| 28 | PSCH | Invesco S&p Smallcap Health | ETF-其他 | 0.82% | — | +40.00% | |
| 29 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.82% | — | +29.00% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.81% | — | +16.11% | |
| 31 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.80% | — | — | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.78% | -0.19% | +16.17% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | -0.44% | +3.63% | |
| 34 | ARKK | Ark Innovation ETF | ETF-其他 | 0.74% | — | +25.20% | |
| 35 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.73% | — | -15.02% | |
| 36 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.71% | — | +1.64% | |
| 37 | FTA | First Trust L C Val Alp | ETF-其他 | 0.71% | — | +53.58% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.70% | -0.12% | +288.92% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +10.70% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.33% | +16.98% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.67% | -0.25% | -13.57% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | — | -12.62% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | — | +7.17% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.63% | — | +32.85% | |
| 45 | BOX | Box INC - Class A | 股票-科技 | 0.60% | — | +17.35% | |
| 46 | ✓ | ETF Ser Solutions | 股票-其他 | 0.60% | — | +5.92% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | +3.23% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | — | +68.65% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.59% | — | -5.44% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.59% | — | +4.99% |