CIK: 0001300311
申报总市值
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仅显示前 200 大持股（共 890 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 | 16.30% | — | -0.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.33% | — | +0.66% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.91% | — | -0.07% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 7.16% | — | -0.51% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.88% | — | +1.36% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.39% | — | -1.10% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.32% | — | +3.11% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.30% | — | -2.33% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.10% | — | +1.25% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.00% | — | -3.99% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.70% | — | +2.01% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.48% | — | +4.91% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | — | -1.44% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.09% | — | +3.56% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | +3.97% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | +5.27% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | — | +9.73% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | — | -2.96% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.57% | — | -4.14% | |
| 20 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.55% | — | -1.08% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | — | -3.90% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.48% | — | -0.29% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | -11.40% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.47% | — | -0.17% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | -1.38% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | — | +0.14% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +0.46% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.38% | — | -0.20% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | — | -4.08% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.35% | — | -4.28% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | — | -0.29% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | — | +8.08% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.33% | — | -0.04% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.32% | — | -0.92% | |
| 35 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.31% | — | -0.53% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.31% | — | -3.93% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.30% | — | -2.47% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.30% | — | -10.91% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.27% | — | -0.98% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.26% | — | -3.02% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.25% | — | +0.28% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.25% | — | +0.31% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.24% | — | +0.55% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.24% | — | +0.42% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.23% | — | -1.90% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | — | -0.55% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.23% | — | -1.42% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.23% | — | +0.15% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.23% | — | +1.45% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.23% | — | -2.93% |