CIK: 0001300311
申报总市值
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仅显示前 200 大持股（共 904 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 | 13.06% | — | +0.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.13% | — | +0.52% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.73% | — | +1.62% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 7.61% | — | -0.89% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.93% | — | +3.21% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.42% | — | -1.05% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.65% | — | -0.24% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.56% | — | +9.13% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.20% | — | +1.09% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.00% | — | -0.12% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | — | +0.73% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.40% | — | +0.96% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.12% | — | +1.59% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | — | +2.18% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.98% | — | +10.20% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | +0.04% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | +0.29% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.64% | — | -19.09% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | — | +2.11% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | — | +1.90% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | — | +0.10% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.49% | — | +3.82% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | — | +0.73% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | -1.49% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | — | +2.20% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | — | — | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.41% | — | +0.94% | |
| 29 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.41% | — | -9.89% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | — | +2.96% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.40% | — | -1.29% | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.38% | — | -0.20% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -3.29% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.38% | — | +0.00% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.33% | — | +2.54% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | — | +1.98% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | -2.64% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.29% | — | +0.18% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.28% | — | -2.64% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.28% | — | +8.29% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.28% | — | -0.17% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.27% | — | -3.99% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.26% | — | +0.22% | |
| 44 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.26% | — | — | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.26% | — | -1.12% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.26% | — | -1.23% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.26% | — | +43.91% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.25% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.25% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.24% | — | +1.40% |