CIK: 0000913760
申报总市值
US$18.6亿
仅显示前 200 大持股（共 296 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 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 5.13% | -0.12% | +408.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.98% | -0.17% | +6.32% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.81% | -0.34% | +1.90% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 2.46% | +0.32% | +1.37% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.36% | -0.45% | +1.12% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.35% | +1.01% | +49.51% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.94% | — | +6.59% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.89% | — | +23.42% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.75% | -0.13% | +14.59% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.71% | — | +144.89% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.53% | -0.37% | +10.65% | |
| 12 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.46% | — | +11.57% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.32% | — | +3.61% | |
| 14 | AME | Ametek INC | 股票-工业 | 1.30% | — | -0.29% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.23% | — | +13.94% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.55% | +13.46% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.17% | -0.58% | +80.98% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | — | +4.67% | |
| 19 | ARKK | Ark Innovation ETF | ETF-其他 | 0.97% | — | +8.90% | |
| 20 | SHOP | Shopify INC - Class A | 股票-科技 | 0.91% | — | -12.29% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.90% | — | +14.32% | |
| 22 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.87% | — | +61.65% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | — | -3.52% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.74% | — | +34.05% | |
| 25 | PTH | Invesco Dorsey Wright Health | ETF-其他 | 0.73% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | -0.44% | +4.81% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.67% | — | +12.31% | |
| 28 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.62% | — | +14.30% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.62% | — | -9.89% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | -0.17% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | — | +11.64% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.57% | — | +32.30% | |
| 33 | NFLX | Netflix INC | 股票-通信服务 | 0.57% | — | +1.73% | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.56% | — | -1.82% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.55% | — | -12.23% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.14% | +4.08% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | +0.76% | +77.21% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.48% | +3.29% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.53% | — | — | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | — | +6.23% | |
| 41 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.52% | — | +19.43% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | -0.13% | +10.81% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | -13.37% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | +2.62% | |
| 45 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.48% | — | +5.71% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | -6.87% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | -0.33% | +21.23% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.46% | — | +9.06% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | — | -47.60% | |
| 50 | XYZ | Block INC | 股票-金融 | 0.44% | — | -7.13% |