行业细分

04
Technology 14.5%
Financials 6.9%
Communication Services 6.3%
Healthcare 5.9%
Industrials 5.7%
Retail 3.5%
Consumer Staples 1.8%
Energy 1.8%
Consumer Discretionary 1.5%
Utilities 0.8%
Consumer products 0.7%
Real Estate 0.6%
其他/未映射 50.1%

完整投资组合 236 持仓

05
类型 连胜 8个季度趋势
IVV iShares Trust $11442291 6.13% 15279 $4916183
AAPL Apple Inc. - Common Stock $4602685 2.47% 15906 $1696589
NVDA NVIDIA Corporation - Common Stock $4523267 2.43% 22606 $1411700
MSFT Microsoft Corporation - Common Stock $4282062 2.30% 11479 $326042
GOOGL Alphabet Inc. - Class A Common Stock $3829950 2.05% 10717 $987693
AMZN Amazon.com, Inc. - Common Stock $3614426 1.94% 15165 $1015854
IWY iShares Trust $3508946 1.88% 12074 $667542
AVGO Broadcom Inc. - Common Stock $2973791 1.59% 7872 $1096539
DYNF BlackRock ETF Trust $2649602 1.42% 38959 $130487
IVW iShares Trust $2633424 1.41% 19148 $468239
JPME J.P. Morgan Exchange-Traded Fund Trust $2523914 1.35% 20319 $819582
JPM JP Morgan Chase & Co. Common Stock $2394442 1.28% 7315 $445003
VTI VANGUARD INDEX FUNDS $2314785 1.24% 6255 $929114
META Meta Platforms, Inc. - Class A Common Stock $2173903 1.17% 3859 $345410
CGUS Capital Group Core Equity ETF $2129346 1.14% 47872 $300166
IVE iShares Trust $2082822 1.12% 9173 $-432116
JPSE J.P. Morgan Exchange-Traded Fund Trust $2070157 1.11% 34408 $721414
FAD First Trust Multi Cap Growth AlphaDEX Fund $1965298 1.05% 9828 $625969
IUS Invesco RAFI Strategic US ETF $1905689 1.02% 29059 $317945
CAT Caterpillar, Inc. Common Stock $1830563 0.98% 1719 $1059480
GOOG Alphabet Inc. - Class C Capital Stock $1815057 0.97% 5137 $474190
IEMG iShares, Inc. $1768717 0.95% 21351 $-295206
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $1552091 0.83% 35978 $388504
CSCO Cisco Systems, Inc. - Common Stock $1543563 0.83% 13141 $632139
BDYN iShares Dynamic Equity Active ETF $1532834 0.82% 55257 $304666
RSP Invesco Exchange-Traded Fund Trust $1511731 0.81% 7105 $444550
CGGE Capital Group Global Equity ETF $1379998 0.74% 39160 $205291
EFG iShares Trust $1338760 0.72% 10760 上涨 ×1
CGGR Capital Group Growth ETF $1326462 0.71% 28103 $169175
BAI iShares A.I. Innovation and Tech Active ETF $1260324 0.68% 23906 $396089
ABBV AbbVie Inc. Common Stock $1251674 0.67% 4974 $382722
SPDW SPDR INDEX SHARES FUNDS $1247051 0.67% 24748 $378436
EFA iShares Trust $1238250 0.66% 11920 $258840
JNJ Johnson & Johnson Common Stock $1234307 0.66% 4860 $239494
MTUM iShares Trust $1218761 0.65% 3555 $384728
WMT Walmart Inc. - Common Stock $1214605 0.65% 10724 $127912
HD Home Depot, Inc. (The) Common Stock $1213233 0.65% 3440 $157186
VIOG VANGUARD ADMIRAL FUNDS $1197903 0.64% 7808 $385413
PM Philip Morris International Inc Common Stock $1194006 0.64% 6600 $476376
LLY Eli Lilly and Company Common Stock $1170655 0.63% 976 $314132
CGGO Capital Group Global Growth Equity ETF $1147693 0.62% 27113 $323092
IJH iShares Trust $1124264 0.60% 14580 $307976
SCHG SCHWAB STRATEGIC TRUST $1120578 0.60% 33114 $17402
IUSB iShares Core Universal USD Bond ETF $1110554 0.60% 24064 $313277
AMAT Applied Materials, Inc. - Common Stock $1097514 0.59% 1518 $732331
XOM Exxon Mobil Corporation Common Stock $1064775 0.57% 7788 $200252
CGBL Capital Group Core Balanced ETF $1052821 0.56% 27735 $267400
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1024865 0.55% 2146 $506733
EFV iShares Trust $1023473 0.55% 13370 $-773060
ZECP Zacks Trust $1011055 0.54% 26790 $240391
PG Procter & Gamble Company (The) Common Stock $990866 0.53% 6757 $165967
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $988785 0.53% 6300 $229177
BLK BlackRock, Inc. Common Stock $987522 0.53% 1027 $-11105
PANW Palo Alto Networks, Inc. - Common Stock $952809 0.51% 2794 $478862
TSLA Tesla, Inc. - Common Stock $936677 0.50% 2227 $52977
BLCR iShares Large Cap Core Active ETF $914417 0.49% 18154 上涨 ×1
VOO VANGUARD INDEX FUNDS $880571 0.47% 1282 $124879
VO VANGUARD INDEX FUNDS $874990 0.47% 10860 $97491
BAC Bank of America Corporation Common Stock $865868 0.46% 15196 $196738
CVX Chevron Corporation Common Stock $826148 0.44% 4984 $99305
GE GE Aerospace Common Stock $823701 0.44% 2204 $284340
THRO iShares U.S. Thematic Rotation Active ETF $823358 0.44% 19099 $-121323
IJR iShares Trust $822379 0.44% 5545 $289982
JADE J.P. Morgan Exchange-Traded Fund Trust $814801 0.44% 10169 $335298
ASML ASML Holding N.V. - New York Registry Shares $813681 0.44% 409 $415693
DFSV Dimensional ETF Trust $804117 0.43% 20730 $151974
AGG iShares Trust $797184 0.43% 8054 $429326
MU Micron Technology, Inc. - Common Stock $781455 0.42% 677 上涨 ×1
IDEF iShares Defense Industrials Active ETF $759383 0.41% 23895 上涨 ×1
CORO iShares International Country Rotation Active ETF $758498 0.41% 20724 上涨 ×1
RTX RTX Corporation Common Stock $747741 0.40% 3941 $76492
V Visa Inc. $746295 0.40% 2175 $126566
UNH UnitedHealth Group Incorporated Common Stock (DE) $740653 0.40% 1782 $295995
ACYN FT Vest Laddered Autocallable Barrier & Income ETF $737234 0.40% 35461 上涨 ×1
CGDG Capital Group Dividend Growers ETF $734221 0.39% 19574 $199870
CGMM Capital Group Equity ETF Trust I $731538 0.39% 22188 $165351
XLK SELECT SECTOR SPDR TRUST $727405 0.39% 3818 $56361
URI United Rentals, Inc. Common Stock $727323 0.39% 642 $380932
DFAC Dimensional ETF Trust $717700 0.38% 16179 $111894
SMIZ Zacks Trust $701248 0.38% 15716 $314666
AMD Advanced Micro Devices, Inc. - Common Stock $697092 0.37% 1200 $437102
BND Vanguard Total Bond Market ETF $696661 0.37% 9490 $-12707
MRK Merck & Company, Inc. Common Stock (new) $674625 0.36% 5250 $211797
VZ Verizon Communications Inc. Common Stock $657032 0.35% 15518 $138498
VEA VANGUARD TAX-MANAGED FUNDS $655999 0.35% 9207 $272683
DFIV Dimensional ETF Trust $654722 0.35% 12120 $242348
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $648729 0.35% 1306 $237078
OMFL Invesco Exchange-Traded Self-Indexed Fund Trust $643317 0.34% 9386 $161062
GROZ Zacks Trust $636617 0.34% 20032 $242750
CGNG Capital Group New Geography Equity ETF $636183 0.34% 16983 $336201
PH Parker-Hannifin Corporation Common Stock $634800 0.34% 649 $130277
COP ConocoPhillips Common Stock $631557 0.34% 6075 $170060
PLD Prologis, Inc. Common Stock $625329 0.34% 4616 $171242
SPEM SPDR INDEX SHARES FUNDS $624778 0.33% 12066 $173530
IXUS iShares Core MSCI Total International Stock ETF $618568 0.33% 6481 上涨 ×1
CGXU Capital Group International Focus Equity ETF $610039 0.33% 17621 $221634
TMO Thermo Fisher Scientific Inc Common Stock $600670 0.32% 1198 $59464
KLAC KLA Corporation - Common Stock $597386 0.32% 1980 上涨 ×1
MCD McDonald's Corporation Common Stock $583329 0.31% 2158 $68648
TOTL SSGA Active Trust $577485 0.31% 14631 $94887

最大新仓位

09

本季度新开仓位，按规模从大到小排序。

证券价值股份% 占投资组合
EFG $1338760 10760 0.72%
BLCR $914417 18154 0.49%
MU $781455 677 0.42%
IDEF $759383 23895 0.41%
CORO $758498 20724 0.41%
ACYN $737234 35461 0.40%
IXUS $618568 6481 0.33%
KLAC $597386 1980 0.32%
SPHQ $478611 5312 0.26%
DELL $471586 1093 0.25%
未知发行人 (CUSIP: 09290C590) $463764 18103 0.25%
INTC $420565 3012 0.23%
AZN $385308 2032 0.21%
CSX $363652 7651 0.19%
USMV $355262 3683 0.19%

季度涨幅榜

10
证券操作股份变动价值变动
IVV 增持 +6K +$4.9M
AAPL 增持 +5K +$1.7M
NVDA 增持 +6K +$1.4M
AVGO 增持 +2K +$1.1M
CAT 增持 +373 +$1.1M
AMZN 增持 +4K +$1.0M
GOOGL 增持 +2K +$988K
VTI 增持 +2K +$929K
JPME 增持 +5K +$820K
EFV 削减 -12K -$773K