CIK: 0001259671
申报总市值
US$13.4亿
仅显示前 200 大持股（共 227 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 7.71% | -0.65% | -0.41% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 4.48% | -0.12% | -0.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.43% | -0.15% | -2.19% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.74% | — | -0.97% | |
| 5 | VFH | Vanguard Financials ETF | ETF-其他 | 3.55% | -0.17% | -0.55% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.58% | — | +883.88% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.50% | — | -1.05% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.26% | +0.18% | +0.60% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 1.91% | +0.15% | +6.23% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | +0.07% | -4.22% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | — | +0.75% | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.43% | — | -0.52% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.39% | -0.21% | +0.80% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | -0.06% | -5.04% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 1.24% | -0.27% | +2.62% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.23% | — | -1.62% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.14% | — | -0.28% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.13% | -0.07% | +4.41% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.07% | — | +7.59% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.05% | — | +1.22% | |
| 21 | MMM | 3m Co | 股票-工业 | 1.04% | — | -0.42% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | — | -2.75% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | — | +9.04% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.34% | -3.43% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | -0.07% | +2.36% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.89% | -0.09% | -10.02% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.88% | — | -0.89% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.87% | — | -0.41% | |
| 29 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.86% | — | -3.06% | |
| 30 | MO | Altria Group INC | 股票-非周期性消费 | 0.82% | — | -2.99% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.81% | -0.07% | -1.52% | |
| 32 | VOX | Vanguard Communication Servi | ETF-其他 | 0.77% | — | -3.02% | |
| 33 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.75% | — | -1.93% | |
| 34 | CMI | Cummins INC | 股票-工业 | 0.72% | — | -0.11% | |
| 35 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.71% | — | -0.38% | |
| 36 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.65% | — | +20.05% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.63% | — | -0.49% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.62% | +0.12% | +153.62% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | +0.09% | +14.71% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | -0.91% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.58% | — | +0.02% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.57% | -0.07% | +10.45% | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.57% | — | -1.23% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | -3.11% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | +1.00% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.52% | — | -10.10% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | +1.42% | |
| 48 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.49% | — | -4.88% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | +1.05% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.48% | — | -0.04% |