CIK: 0001091370
申报总市值
US$16.7亿
仅显示前 200 大持股（共 656 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 | NVDA | Nvidia CORP | 股票-科技 | 5.84% | -0.30% | -5.08% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.76% | -0.28% | -2.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.65% | -0.63% | -1.85% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.46% | -0.19% | -2.88% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.80% | — | +6.22% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | -0.09% | +1.58% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.37% | — | +3.21% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | — | -0.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.13% | -0.96% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.31% | — | -0.70% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | -0.10% | -4.08% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.27% | -0.21% | +894.36% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.25% | +0.16% | -2.89% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.18% | +0.24% | +0.98% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | — | +10.92% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.10% | -0.10% | +2.18% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | -0.10% | -3.37% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.08% | -0.12% | -1.01% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.04% | -0.08% | -1.45% | |
| 20 | ESCA | Escalade INC | 股票-其他 | 1.02% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.92% | — | +9.86% | |
| 22 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.91% | — | +12.66% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.88% | — | +1.91% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | -14.91% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.77% | — | -3.03% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.77% | — | +1.31% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | +0.07% | -2.52% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.70% | -0.10% | +7.31% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.08% | -4.41% | |
| 30 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.68% | — | +9.24% | |
| 31 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.65% | -0.06% | -0.26% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | -0.08% | +17.51% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | — | -4.46% | |
| 34 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.60% | — | -1.59% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.17% | -4.45% | |
| 36 | SHOP | Shopify INC - Class A | 股票-科技 | 0.57% | -0.24% | -0.46% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.55% | — | +7.09% | |
| 38 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.53% | — | +21.06% | |
| 39 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.53% | -0.07% | -9.36% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.53% | — | +5.65% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.50% | — | +1.72% | |
| 42 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.49% | — | -1.54% | |
| 43 | DIVI | Franklin International Core | ETF-其他 | 0.47% | — | +9.88% | |
| 44 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.45% | — | +11.92% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.13% | -1.69% | |
| 46 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 0.43% | +0.20% | — | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.41% | — | -6.10% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -0.07% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.41% | — | -3.56% | |
| 50 | CTAS | Cintas CORP | 股票-工业 | 0.40% | — | +504.34% |