CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1216 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.18% | -0.38% | -2.94% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 5.70% | -0.12% | +14.59% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.12% | +0.18% | +19.31% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.71% | +0.40% | +14.06% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.46% | +0.21% | +6.83% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.85% | -0.18% | +2.80% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.40% | — | +6.21% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.88% | — | +6.05% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.87% | +0.27% | +11.03% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.34% | -4.41% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.68% | +0.06% | +1.29% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.52% | -0.12% | +3.66% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.51% | +0.19% | +11.72% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.31% | — | +15.30% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.31% | +0.17% | +16.07% | |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.28% | -0.17% | +11.94% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | — | +0.75% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | +0.46% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.16% | +0.22% | +8.66% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.09% | +0.32% | -2.47% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | -0.09% | +817.80% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.01% | — | +14.47% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.00% | +0.04% | +6.64% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | — | +0.25% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.95% | — | +6.39% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.92% | -0.07% | -8.25% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | -0.12% | -1.73% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | -2.82% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.11% | -8.14% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.67% | +0.13% | -6.25% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.65% | -0.30% | -4.32% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.64% | — | -3.10% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.09% | +17.41% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | — | -0.79% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.12% | -1.35% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.59% | — | -1.82% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.59% | — | -8.99% | |
| 38 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.57% | — | +4.11% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.53% | — | -4.61% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | +0.16% | +24.80% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | — | +2.71% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.51% | — | +16.46% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.49% | — | -0.80% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.14% | +5.35% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | +0.14% | -2.38% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.38% | — | +8.86% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | — | +2.29% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.36% | — | +3.21% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | -22.02% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.35% | — | -7.10% |