CIK: 0001259671
申报总市值
US$13.4亿
仅显示前 200 大持股（共 310 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 | 5.75% | -0.65% | -0.31% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.36% | -0.15% | -2.43% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.06% | — | +6.22% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.91% | +0.18% | +1.45% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.83% | -0.07% | +0.80% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.58% | — | +40.31% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.09% | — | -0.64% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.07% | — | +0.36% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.02% | — | +5.00% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.01% | -0.12% | -1.03% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.95% | +0.14% | -4.52% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.87% | -0.07% | -0.60% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.87% | -0.38% | -8.36% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.34% | -0.19% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.58% | -0.21% | +1.74% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.57% | -0.09% | -1.66% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.53% | -0.05% | +3.71% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.44% | -0.12% | +1.83% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.34% | -0.09% | +2.53% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.31% | +0.10% | -35.25% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.29% | +0.09% | +6.92% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.28% | -0.07% | -0.12% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.24% | -0.07% | -2.90% | |
| 24 | VFH | Vanguard Financials ETF | ETF-其他 | 1.21% | -0.17% | -0.35% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.21% | — | +28.70% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.15% | +0.11% | +11.56% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.14% | — | +4.40% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 1.12% | -0.27% | +3.80% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.08% | — | +0.37% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.00% | — | +2.07% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.94% | — | -2.15% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.90% | — | +1.82% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | -0.08% | -4.75% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.90% | +0.15% | +9.28% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | +1.57% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | -3.07% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | +0.36% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.74% | +0.09% | +17.81% | |
| 39 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.74% | — | -3.75% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.72% | -0.05% | -3.12% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | -0.06% | -0.49% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.63% | +0.12% | -1.97% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.60% | -0.09% | +0.03% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | -0.45% | |
| 45 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.53% | — | -14.40% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.50% | +0.07% | +8.43% | |
| 47 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.50% | — | +36.22% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | — | -2.88% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | — | -1.62% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | — | -3.13% |