CIK: 0000913760
申报总市值
US$18.6亿
仅显示前 200 大持股（共 433 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.51% | +1.01% | -0.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.27% | -0.17% | +11.42% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.87% | — | +0.58% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.98% | -0.34% | +45.51% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.68% | +1.34% | +5.50% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.37% | +0.22% | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.27% | -0.33% | +36.08% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.17% | — | +107.51% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.55% | +69.67% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.78% | — | +14.36% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.74% | -0.45% | +40.59% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.57% | -0.19% | +2.23% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.54% | -0.58% | +356.81% | |
| 14 | RSMC | Rockefeller US Small-mid Cap | ETF-其他 | 1.54% | — | — | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.45% | — | +4.47% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | +18.65% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | +0.76% | +398.85% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.03% | — | +2.26% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | — | +2.37% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | -0.37% | +1.87% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.90% | -0.20% | +204.24% | |
| 22 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.88% | +0.08% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.14% | +44.26% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.64% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | -0.44% | -32.60% | |
| 26 | NFTY | First Trust India Nifty 50 E | ETF-其他 | 0.63% | -0.21% | +24.03% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +59.49% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.58% | — | +2.46% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | -0.13% | +48.83% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | +25.06% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | — | +52.03% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.54% | — | +71.41% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | -0.16% | +16.57% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | +15.75% | |
| 35 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.53% | -0.12% | -32.15% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.53% | — | +1035.98% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | -0.13% | -52.28% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.52% | -0.19% | +12.79% | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 0.51% | — | +50.71% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.50% | -0.25% | — | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.49% | -0.19% | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.26% | — | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | -0.20% | -1.54% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.48% | — | +11.04% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +24.28% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | — | +398.00% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.46% | — | -77.87% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.45% | +0.22% | +379.53% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | -0.48% | — | |
| 50 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.43% | — | -14.69% |