CIK: 0001730551
申报总市值
US$13.7亿
仅显示前 200 大持股（共 444 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.64% | — | +23.18% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.55% | — | +1.78% | |
| 3 | QCOM | Qualcomm INC | 股票-科技 | 2.43% | — | +0.47% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.22% | — | — | |
| 5 | WMT | Walmart INC | 股票-非周期性消费 | 2.16% | — | +1.11% | |
| 6 | PM | Philip Morris International | 股票-非周期性消费 | 2.16% | — | +1.72% | |
| 7 | SO | Southern Co/the | 股票-公用事业 | 1.80% | — | +1.60% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.78% | — | +96.97% | |
| 9 | TGT | Target CORP | 股票-周期性消费 | 1.78% | — | -1.07% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.67% | — | -0.78% | |
| 11 | VZ | Verizon Communications INC | 股票-通信服务 | 1.63% | — | +0.47% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.62% | — | +0.91% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.60% | — | +0.18% | |
| 14 | MET | Metlife INC | 股票-金融 | 1.57% | — | +1.56% | |
| 15 | T | At&t INC | 股票-通信服务 | 1.56% | — | +92.83% | |
| 16 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 1.54% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.50% | — | +0.95% | |
| 18 | EXC | Exelon CORP | 股票-公用事业 | 1.49% | — | +1.58% | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.44% | — | +1.94% | |
| 20 | SPG | Simon Property Group INC | 股票-房地产 | 1.41% | — | +2.61% | |
| 21 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.35% | — | +2.51% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.28% | — | +1.41% | |
| 23 | GXC | State Street Spdr S&p China | ETF-新兴市场 | 1.19% | — | +1.57% | |
| 24 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.07% | — | -0.77% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.06% | — | +0.25% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.00% | — | +3.80% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | — | +0.06% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.88% | — | +1.09% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.88% | — | +0.34% | |
| 30 | C | Citigroup INC | 股票-金融 | 0.87% | — | +1.11% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.87% | — | +1.06% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.86% | — | +17.41% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.84% | — | — | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.83% | — | +0.61% | |
| 35 | COF | Capital One Financial CORP | 股票-金融 | 0.83% | — | +1.46% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | — | +1.37% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.79% | — | +1.83% | |
| 38 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.77% | — | +2.22% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.76% | — | +0.23% | |
| 40 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.73% | — | +0.89% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.71% | — | +0.92% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | +0.67% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | — | +1.79% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | — | +1.99% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.68% | — | +1.60% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | — | +0.14% | |
| 47 | EWU | Ishares Msci United Kingdom | ETF-其他 | 0.67% | — | +4.37% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | +0.11% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | — | +1.47% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.65% | — | +1.68% |