CIK: 0001756695
申报总市值
US$10.9亿
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 12.75% | -0.60% | -8.34% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.76% | -0.31% | -0.77% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.89% | +0.67% | +9.08% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.17% | -0.52% | -0.51% | |
| 5 | INTU | Intuit INC | 股票-科技 | 3.96% | -0.92% | -0.22% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.27% | — | -0.65% | |
| 7 | ACN | Accenture plc | 股票-科技 | 3.20% | -0.49% | -0.54% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.95% | +0.02% | -0.18% | |
| 9 | CTAS | Cintas CORP | 股票-工业 | 2.61% | -0.16% | -0.77% | |
| 10 | PAYX | Paychex INC | 股票-科技 | 2.59% | -0.09% | +3.19% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.59% | +2.31% | -0.83% | |
| 12 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.35% | +0.26% | -0.86% | |
| 13 | AWK | American Water Works Co INC | 股票-公用事业 | 2.30% | -0.19% | -0.80% | |
| 14 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 2.13% | — | — | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.96% | -0.48% | -0.01% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.81% | +0.30% | -0.23% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.78% | +0.19% | -0.24% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.74% | +0.03% | +12.46% | |
| 19 | DOV | Dover CORP | 股票-工业 | 1.64% | +0.08% | -0.85% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.63% | -0.68% | -1.59% | |
| 21 | BLKCHF | Blackrock INC | 股票-其他 | 1.60% | — | -1.04% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.60% | +0.72% | +1851.71% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.56% | -0.09% | +0.93% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 1.52% | — | -0.90% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.35% | — | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.32% | — | +389.12% | |
| 27 | CB | Chubb Limited | 股票-金融 | 1.21% | -0.02% | +11.98% | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 1.08% | — | +7.09% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.98% | — | -1.01% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.98% | — | -0.18% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | — | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | — | -0.58% | |
| 33 | TROW | T Rowe Price Group INC | 股票-金融 | 0.83% | +0.06% | — | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | — | +0.13% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.78% | +0.05% | -0.43% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.77% | — | -1.68% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.75% | -0.20% | +2.78% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.70% | — | +0.41% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.68% | — | -1.59% | |
| 40 | WM | Waste Management INC | 股票-工业 | 0.64% | -0.06% | +1.96% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | -0.06% | |
| 42 | AMP | Ameriprise Financial INC | 股票-金融 | 0.60% | -0.48% | -0.30% | |
| 43 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.60% | — | -0.96% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.59% | — | +2081.34% | |
| 45 | 2JE | Focus Financial Partners-a | 股票-其他 | 0.56% | — | -12.88% | |
| 46 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.56% | — | +23.90% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.52% | -0.18% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | — | -2.06% | |
| 49 | DY | Dycom Industries INC | 股票-工业 | 0.47% | — | +10.35% | |
| 50 | ALB | Albemarle CORP | 股票-原材料 | 0.37% | — | +12.28% |