CIK: 0001480916
申报总市值
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仅显示前 200 大持股（共 234 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 20.85% | — | -0.29% | |
| 2 | AAPL | Apple INC | 股票-科技 | 8.48% | — | +288.98% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.27% | — | +8.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.16% | — | -1.86% | |
| 5 | AXSM | Axsome Therapeutics INC | 股票-医疗保健 | 3.46% | — | — | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.01% | — | -11.01% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.36% | — | +4.12% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.29% | — | -2.24% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.28% | — | +2.36% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.84% | — | -2.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | — | +0.83% | |
| 12 | TROW | T Rowe Price Group INC | 股票-金融 | 1.58% | — | +0.00% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | — | -2.09% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.41% | — | -0.20% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.34% | — | -0.83% | |
| 16 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 1.23% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.19% | — | -6.49% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.06% | — | +0.27% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.03% | — | -3.63% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | — | +1.44% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | +4.28% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.90% | — | -1.41% | |
| 23 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.88% | — | +0.28% | |
| 24 | UBER | Uber Technologies INC | 股票-工业 | 0.84% | — | +0.04% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 0.82% | — | +1.24% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.78% | — | -0.97% | |
| 27 | ALGN | Align Technology INC | 股票-医疗保健 | 0.71% | — | -16.29% | |
| 28 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | — | -1.81% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +3.68% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | — | -0.53% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | +0.08% | |
| 32 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.54% | — | +13.71% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.53% | — | — | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | -0.16% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.44% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | — | -8.61% | |
| 37 | MMM | 3m Co | 股票-工业 | 0.40% | — | -3.95% | |
| 38 | PWR | Quanta Services INC | 股票-工业 | 0.40% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | +0.02% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | — | -10.30% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | -1.82% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.35% | — | -1.46% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.35% | — | +77.60% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.34% | — | +2.05% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.34% | — | +36.89% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.32% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.30% | — | — | |
| 48 | GRMN | Garmin Ltd. | 股票-科技 | 0.30% | — | -0.82% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.30% | — | -3.56% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.29% | — | -5.36% |