CIK: 0001722117
申报总市值
US$1.7亿
仅显示前 200 大持股（共 454 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 | 4.66% | — | +0.52% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.56% | — | +0.61% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.55% | — | +1.95% | |
| 4 | PEP | Pepsico INC | 股票-非周期性消费 | 3.13% | — | +7.24% | |
| 5 | VFH | Vanguard Financials ETF | ETF-其他 | 3.06% | — | -2.56% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | — | +22.16% | |
| 7 | TJX | Tjx Companies INC | 股票-周期性消费 | 2.61% | — | -1.97% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.33% | — | -0.77% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 2.16% | — | -0.20% | |
| 10 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.14% | — | -3.77% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.84% | — | -8.52% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.73% | — | -2.67% | |
| 13 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.54% | — | -2.94% | |
| 14 | WEP | Magellan Midstream Partners | 股票-其他 | 1.54% | — | -0.74% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.43% | — | +0.16% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.42% | — | +0.62% | |
| 17 | CLX | Clorox Company | 股票-非周期性消费 | 1.35% | — | -0.42% | |
| 18 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.26% | — | -3.47% | |
| 19 | WELL | Welltower INC | 股票-房地产 | 1.18% | — | -1.83% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.17% | — | +4.07% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.14% | — | -2.78% | |
| 22 | UTXZ | United Tech CORP | 股票-其他 | 1.12% | — | +1.58% | |
| 23 | ✓ | 股票-其他 | 1.08% | — | -0.35% | ||
| 24 | VYGR | Voyager Therapeutics INC | 股票-其他 | 1.07% | — | -15.00% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.07% | — | +3.13% | |
| 26 | AMT | American Tower CORP | 股票-房地产 | 1.02% | — | -3.06% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | — | +3.18% | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 0.99% | — | +2.31% | |
| 29 | O | Realty Income CORP | 股票-房地产 | 0.99% | — | -1.37% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | — | +5.42% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | — | +2.28% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.97% | — | +0.12% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.96% | — | -4.24% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.91% | — | -0.79% | |
| 35 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.81% | — | +0.42% | |
| 36 | BBTUSD | Bb&t CORP | 股票-其他 | 0.81% | — | +0.24% | |
| 37 | EMR | Emerson Electric Co | 股票-工业 | 0.80% | — | +8.20% | |
| 38 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.76% | — | -6.59% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 0.76% | — | -2.58% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.71% | — | +5.81% | |
| 41 | AEP | American Electric Power | 股票-公用事业 | 0.69% | — | -3.24% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.68% | — | +6.44% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.67% | — | -2.28% | |
| 44 | BIIB | Biogen INC | 股票-医疗保健 | 0.67% | — | +2.46% | |
| 45 | WOOD | Ishares Global Timber & Fore | ETF-其他 | 0.61% | — | +3.15% | |
| 46 | UL | Unilever PLC | 股票-非周期性消费 | 0.60% | — | -3.05% | |
| 47 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.60% | — | +0.13% | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.59% | — | +0.07% | |
| 49 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.58% | — | +1.63% | |
| 50 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 0.57% | — | — |