CIK: 0001769288
申报总市值
US$3.7亿
仅显示前 200 大持股（共 219 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 | MCD | Mcdonald's CORP | 股票-周期性消费 | 5.20% | +0.07% | +0.63% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.19% | -0.82% | +0.18% | |
| 3 | WM | Waste Management INC | 股票-工业 | 4.91% | +0.12% | -0.63% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.80% | -0.27% | +2.84% | |
| 5 | ACN | Accenture plc | 股票-科技 | 4.74% | -0.65% | +2.23% | |
| 6 | INTC | Intel CORP | 股票-科技 | 4.32% | — | +1.58% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 4.22% | -0.28% | +3.72% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 4.08% | -0.13% | +2.54% | |
| 9 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 3.94% | — | +3.57% | |
| 10 | CNI | Canadian Natl Railway Co | 股票-工业 | 3.91% | — | +3.53% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.74% | — | -0.41% | |
| 12 | CMI | Cummins INC | 股票-工业 | 3.51% | -0.39% | +5.08% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.51% | +0.02% | +2.64% | |
| 14 | CAT | Caterpillar INC | 股票-工业 | 3.49% | +1.01% | +5.46% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 3.42% | +0.35% | +2.93% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 3.36% | — | +6.88% | |
| 17 | COF | Capital One Financial CORP | 股票-金融 | 3.32% | — | +5.46% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.32% | -0.29% | +5.17% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.31% | -0.96% | — | |
| 20 | GS | Goldman Sachs Group INC | 股票-金融 | 3.14% | -0.53% | +5.24% | |
| 21 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 3.11% | -0.09% | +4.76% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 2.80% | — | +11.07% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.74% | — | +9.34% | |
| 24 | AOS | Smith (a.o.) CORP | 股票-工业 | 2.53% | -0.23% | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.04% | +0.28% | -2.53% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | +0.04% | -0.21% | |
| 27 | FULT | Fulton Financial CORP | 股票-金融 | 0.39% | — | -3.74% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.38% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.09% | — | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.36% | -0.05% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | — | |
| 32 | FITB | Fifth Third Bancorp | 股票-金融 | 0.24% | — | — | |
| 33 | BBTUSD | Bb&t CORP | 股票-其他 | 0.23% | — | -13.28% | |
| 34 | PPL | Ppl CORP | 股票-公用事业 | 0.22% | — | -6.33% | |
| 35 | DGICA | Donegal Group Inc-cl A | 股票-其他 | 0.21% | — | +8.17% | |
| 36 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.19% | — | — | |
| 37 | CMF | Ishares California Muni Bond | ETF-其他 | 0.17% | — | — | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.17% | — | — | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.16% | — | — | |
| 40 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 0.15% | — | — | |
| 41 | DOW | Dow INC | 股票-原材料 | 0.14% | — | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.13% | — | — | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.12% | — | — | |
| 44 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.12% | — | — | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.10% | — | — | |
| 46 | CZA | Invesco Zacks Mid-cap ETF | ETF-其他 | 0.10% | — | — | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.09% | — | — | |
| 48 | CTVA | Corteva INC | 股票-原材料 | 0.09% | — | — | |
| 49 | MLM | Martin Marietta Materials | 股票-原材料 | 0.09% | — | — | |
| 50 | KEL | Kellanova | 股票-其他 | 0.09% | — | — |