CIK: 0001091370
申报总市值
US$16.7亿
仅显示前 200 大持股（共 404 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 | 7.65% | -0.28% | -0.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.31% | -0.63% | -0.11% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.60% | -0.09% | +0.06% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.28% | -0.19% | +3.32% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.81% | — | +11.95% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | -0.30% | -0.69% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.69% | — | +9.68% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.64% | — | -0.24% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.13% | -0.39% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.16% | — | +7.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | -0.10% | +0.79% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | — | -1.47% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | -0.12% | +5.10% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | +1.91% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.08% | +0.16% | -2.69% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | — | +0.15% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.99% | +0.24% | +1.39% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.13% | +1.72% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.08% | -0.14% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.90% | -0.21% | -3.37% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.83% | — | +11.14% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.81% | — | +0.91% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.80% | — | -1.50% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | +0.17% | -2.90% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.74% | -0.08% | -0.23% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.08% | +1.19% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | +0.07% | +1.02% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.08% | +4.84% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.72% | — | -26.33% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.69% | — | -1.61% | |
| 31 | SHOP | Shopify INC - Class A | 股票-科技 | 0.68% | -0.24% | +3.42% | |
| 32 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.65% | — | +12.38% | |
| 33 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.62% | -0.06% | +8.85% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.62% | — | +5.91% | |
| 35 | VLO | Valero Energy CORP | 股票-能源 | 0.59% | +0.16% | +1.00% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | +0.22% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.57% | — | -2.57% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.57% | — | +7.82% | |
| 39 | DG | Dollar General CORP | 股票-非周期性消费 | 0.54% | — | +0.70% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.54% | — | +0.15% | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.54% | -0.07% | +29.70% | |
| 42 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.54% | — | +54.71% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.54% | — | +16.02% | |
| 44 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.53% | — | +1.67% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | -2.84% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.52% | — | +0.88% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.51% | — | — | |
| 48 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.51% | +0.15% | +13.24% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.50% | — | -1.42% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | -5.57% |