CIK: 0002040084
申报总市值
US$16.7亿
仅显示前 200 大持股（共 243 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 6.35% | +0.06% | +6.16% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.82% | +0.10% | +5.40% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.37% | -1.74% | +10.43% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.91% | -0.19% | +11.38% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.52% | -0.21% | +18.97% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.95% | +0.05% | +7.60% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.86% | -0.10% | +11.67% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.61% | +0.08% | +10.18% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.33% | -0.06% | -10.95% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.09% | +0.14% | +2.89% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.99% | +0.07% | +13.25% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.95% | — | +0.35% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.39% | +0.06% | +6.98% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.39% | — | +14.02% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.38% | +1.36% | +9.54% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.33% | -0.73% | EXIT | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.31% | +0.10% | +32.29% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.27% | -0.05% | +9.96% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.22% | — | -10.69% | |
| 20 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.21% | — | +0.07% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.17% | -0.05% | -2.81% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.13% | -0.06% | -1.56% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.12% | +0.07% | +60.65% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.11% | — | -0.74% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.08% | — | +3.91% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.98% | — | +30.32% | |
| 27 | IQLT | Ishares Msci International Q | ETF-其他 | 0.94% | — | +18.14% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.94% | — | -1.74% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.86% | — | -12.39% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.81% | +0.08% | -1.35% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.79% | — | +10.38% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.79% | — | +11.80% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.76% | +0.11% | -9.94% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.75% | — | +12.37% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.73% | +0.10% | +18.66% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.67% | — | +28.29% | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.67% | +0.05% | -1.60% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.67% | -0.05% | +0.55% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.65% | — | +66.08% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.09% | +2.50% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.59% | — | +22.75% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | — | +0.48% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.55% | — | -0.18% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | +0.01% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.54% | — | +10.09% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.53% | — | -3.11% | |
| 47 | XBMEX | Blackrock Health Sciences | 股票-其他 | 0.52% | — | +5.52% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | -4.73% | |
| 49 | PFM | Invesco Dividend Achievers E | ETF-其他 | 0.48% | — | +3.28% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.48% | +0.35% | -0.72% |