CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1218 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 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.40% | +0.09% | -7.70% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.17% | -0.21% | -4.68% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.91% | +0.19% | +2.78% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.77% | -0.13% | -2.55% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.92% | +1.78% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.45% | +0.32% | +2.09% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.35% | +0.06% | +0.75% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.19% | — | -0.27% | |
| 9 | PEP | Pepsico INC | 股票-非周期性消费 | 1.15% | — | -0.57% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | +5.74% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | — | -18.08% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.17% | +11.49% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | -0.06% | -5.90% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 0.83% | -0.07% | +3.44% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 0.81% | — | +3.04% | |
| 16 | T | At&t INC | 股票-通信服务 | 0.80% | — | +6.71% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.10% | +1.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.23% | -1.39% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +29.11% | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | — | +2.78% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.67% | — | +38.11% | |
| 22 | KDP | Keurig Dr Pepper Inc. | 股票-非周期性消费 | 0.66% | — | +140.40% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | -25.70% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.61% | — | -11.25% | |
| 25 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.60% | — | -2.00% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | — | -2.09% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | — | +2.49% | |
| 28 | FISV | Fiserv INC | 股票-其他 | 0.57% | — | -2.21% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.08% | +8.20% | |
| 30 | USB | US Bancorp | 股票-金融 | 0.54% | — | -11.62% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | -0.24% | -0.44% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.52% | — | +1.72% | |
| 33 | ✓ | 股票-其他 | 0.51% | — | +15.32% | ||
| 34 | FDX | Fedex CORP | 股票-工业 | 0.50% | — | +6.55% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | -0.09% | -21.61% | |
| 36 | BR | Broadridge Financial Solutio | 股票-科技 | 0.48% | — | +26.04% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | +0.06% | -12.71% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | +0.07% | -2.51% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.46% | — | +4.82% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.45% | — | +6.71% | |
| 41 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.45% | — | +4.70% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +5.32% | |
| 43 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.45% | — | -4.83% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.44% | — | +7.06% | |
| 45 | COO | The Cooper Companies, Inc. | 股票-医疗保健 | 0.44% | — | -2.50% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.43% | -0.11% | +4.10% | |
| 47 | CABO | Cable One INC | 股票-通信服务 | 0.43% | — | -2.95% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.43% | — | -0.81% | |
| 49 | CELG | Celgene CORP | 股票-其他 | 0.42% | — | +5.05% | |
| 50 | EWBC | East West Bancorp INC | 股票-金融 | 0.42% | — | -2.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KDP | Keurig Dr Pepper Inc. | +0.4% | +140.40% | 加仓 |
| 2 | MCHP | Microchip Technology INC | +0.3% | +328.26% | 加仓 |
| 3 | ALB | Albemarle CORP | +0.3% | +4359.03% | 加仓 |
| 4 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +678.81% | 加仓 |
| 5 | RHT1EUR | Red Hat INC | +0.2% | +8647.42% | 加仓 |
| 6 | HSIC | Henry Schein INC | +0.2% | +237.64% | 加仓 |
| 7 | TGT | Target CORP | +0.2% | +199.56% | 加仓 |
| 8 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +101.59% | 加仓 |
| 9 | C | Citigroup INC | +0.2% | +240.87% | 加仓 |
| 10 | EPAM | Epam Systems INC | +0.2% | +67.51% | 加仓 |
| 11 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +1815.08% | 加仓 |
| 12 | EFX | Equifax INC | +0.2% | +80.32% | 加仓 |
| 13 | IWO | Ishares Russell 2000 Growth | +0.1% | +393.95% | 加仓 |
| 14 | VZ | Verizon Communications INC | +0.1% | +38.11% | 加仓 |
| 15 | BR | Broadridge Financial Solutio | +0.1% | +26.04% | 加仓 |
| 16 | SLB | Slb LTD | +0.1% | +75.35% | 加仓 |
| 17 | MTN | Vail Resorts INC | +0.1% | +47.88% | 加仓 |
| 18 | AZO | Autozone INC | +0.1% | +5262.12% | 加仓 |
| 19 | POOL | Pool CORP | +0.1% | +56.59% | 加仓 |
| 20 | CSCO | Cisco Systems INC | +0.1% | +29.11% | 加仓 |
| 21 | IWV | Ishares Russell 3000 ETF | +0.1% | +434.51% | 加仓 |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.78% | 加仓 |
| 23 | ORCL | Oracle CORP | +0.1% | +3.04% | 加仓 |
| 24 | EFA | Ishares Msci Eafe ETF | +0.1% | +29.78% | 加仓 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +2.09% | 加仓 |
| 26 | MSFT | Microsoft CORP | +0.1% | +1.78% | 加仓 |
| 27 | ✓ | Delphi Automotive PLC | -0.1% | -65.62% | 减仓 |
| 28 | MDY | State Street Spdr S&p Midcap | -0.1% | -27.98% | 减仓 |
| 29 | FLT1EUR | Fleetcor Technologies INC | -0.1% | -93.26% | 减仓 |
| 30 | WSO | Watsco INC | -0.1% | -28.20% | 减仓 |
| 31 | SIXEUR | Six Flags Entertainment CORP | -0.1% | -54.95% | 减仓 |
| 32 | ✓ | Powershares Qqq Trust Ser 1 | -0.1% | -46.01% | 减仓 |
| 33 | ABBV | Abbvie INC | -0.1% | -18.08% | 减仓 |
| 34 | IDXX | Idexx Laboratories INC | -0.2% | -48.65% | 减仓 |
| 35 | XLF | Ss Financial Select Sector | -0.2% | -56.43% | 减仓 |
| 36 | AEP | American Electric Power Company, Inc. | -0.2% | -0.27% | 减仓 |
| 37 | AAPL | Apple INC | -0.2% | -4.68% | 减仓 |
| 38 | HOG | Harley-davidson INC | -0.2% | -83.11% | 减仓 |
| 39 | DIS | Walt Disney Co/the | -0.2% | -21.61% | 减仓 |
| 40 | IWD | Ishares Russell 1000 Value E | -0.2% | -7.70% | 减仓 |
| 41 | ORLY | O'reilly Automotive INC | -0.3% | -99.18% | 减仓 |
| 42 | PG | Procter & Gamble Co/the | -0.3% | -25.70% | 减仓 |
| 43 | CHD | Church & Dwight Co INC | -0.3% | -98.78% | 减仓 |
| 44 | AKAM | Akamai Technologies INC | -0.3% | -42.09% | 减仓 |
| 45 | TWXCHF | Time Warner INC | -0.3% | -71.28% | 减仓 |
| 46 | ULTA | Ulta Beauty INC | -0.3% | -90.59% | 减仓 |
| 47 | ✓ | Panera Bread Co | -0.4% | -97.12% | 减仓 |
| 48 | ISRG | Intuitive Surgical INC | -0.5% | -99.45% | 减仓 |
| 49 | GEM | Goldman Sachs Activebeta Em | — | NEW | 新建仓 |
| 50 | EZU | Ishares Msci Eurozone ETF | — | NEW | 新建仓 |