CIK: 0001585822
申报总市值
US$4.4亿
仅显示前 200 大持股（共 323 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 | AAPL | Apple INC | 股票-科技 | 5.31% | -0.32% | -1.93% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.16% | — | +0.55% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 5.06% | — | +3.08% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.66% | — | +0.86% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.49% | -0.28% | +0.30% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.96% | — | +1.09% | |
| 7 | XLF | Ss Financial Select Sector | ETF-其他 | 3.30% | — | +1.10% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.13% | — | -0.99% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.12% | — | +1.69% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.05% | — | +1.48% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.96% | — | +3.59% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.84% | -0.36% | -4.14% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.79% | -0.10% | -50.60% | |
| 14 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.76% | — | +205.76% | |
| 15 | T | At&t INC | 股票-通信服务 | 2.65% | — | -8.61% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 2.59% | +0.11% | -11.77% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.52% | -0.05% | +12.25% | |
| 18 | XLB | Ss Materials Select Sector | ETF-其他 | 2.27% | — | +6.86% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.24% | — | +18.58% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.17% | — | -9.11% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.11% | +2.46% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.01% | +0.16% | +9.60% | |
| 23 | AGNC | Agnc Investment CORP | 股票-房地产 | 1.79% | — | -2.53% | |
| 24 | BP | Bp Plc-spons Adr | 股票-能源 | 1.49% | +0.04% | +4.73% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.87% | +5.40% | |
| 26 | CMI | Cummins INC | 股票-工业 | 1.21% | — | +4.70% | |
| 27 | NFLX | Netflix INC | 股票-通信服务 | 1.17% | +0.10% | +18.39% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | +0.08% | -6.78% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | — | +6.59% | |
| 30 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.98% | — | +12.53% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.92% | — | +6.13% | |
| 32 | VLO | Valero Energy CORP | 股票-能源 | 0.89% | — | -3.04% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | — | +2136.30% | |
| 34 | ROK | Rockwell Automation INC | 股票-工业 | 0.87% | — | +3.38% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.86% | +0.09% | -4.38% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.85% | -0.05% | +13.47% | |
| 37 | CELG | Celgene CORP | 股票-其他 | 0.85% | — | +61.68% | |
| 38 | XEL | Xcel Energy INC | 股票-公用事业 | 0.81% | — | +8.04% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.76% | — | +1.31% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | +0.10% | -0.30% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | +1.85% | |
| 42 | EOG | Eog Resources INC | 股票-能源 | 0.74% | — | -1.75% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.73% | — | +37.27% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.64% | -0.03% | -4.12% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.16% | +23.41% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.37% | — | +10.31% | |
| 47 | MFS1EUR | Welbilt INC | 股票-其他 | 0.36% | — | -11.62% | |
| 48 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.30% | — | -1.26% | |
| 49 | NOC | Northrop Grumman CORP | 股票-工业 | 0.26% | +0.07% | -4.61% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | -0.02% | -2.17% |