CIK: 0001259671
申报总市值
US$13.4亿
仅显示前 200 大持股（共 232 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 | 7.18% | -0.65% | -4.49% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.73% | -0.15% | +0.13% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.95% | -0.12% | -1.07% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.41% | — | +10.43% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.35% | — | +1.75% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.68% | -0.17% | -1.64% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.49% | +0.18% | +6.61% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.45% | — | +1.90% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.40% | — | -1.04% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.70% | -0.09% | +28.19% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.51% | +0.07% | +0.16% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.49% | -0.21% | +1.74% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.36% | +0.10% | -10.00% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.36% | +0.15% | +1.36% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.33% | -0.07% | +2.67% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | -0.34% | -0.06% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.23% | — | +7.19% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 1.21% | -0.27% | +7.21% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | -0.06% | +0.84% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.11% | — | -0.41% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | +14.67% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 1.06% | — | +3.09% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.04% | -0.07% | +7.91% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.03% | — | -0.37% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.01% | -0.07% | +1.01% | |
| 26 | AAPL | Apple INC | 股票-科技 | 1.00% | -0.09% | +2.13% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.86% | — | +4.39% | |
| 28 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.83% | — | +0.38% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | -2.22% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.82% | +0.09% | +14.49% | |
| 31 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.80% | — | -0.77% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.80% | -0.07% | +3.68% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.76% | — | -3.04% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.75% | — | -0.68% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | — | -2.74% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | — | +1.83% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | — | — | |
| 38 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.64% | — | -0.13% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.58% | — | +13.84% | |
| 40 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.57% | — | -0.28% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.56% | — | -2.16% | |
| 42 | VDE | Vanguard Energy ETF | ETF-其他 | 0.54% | — | -1.47% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | -4.13% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.53% | +0.12% | +2.05% | |
| 45 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.53% | — | -0.07% | |
| 46 | CMI | Cummins INC | 股票-工业 | 0.52% | — | -0.87% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | — | -4.72% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.51% | — | +2.49% | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.49% | — | -2.26% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.49% | — | -3.48% |