CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1275 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 | 2.52% | +0.09% | +10.59% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.35% | -0.21% | +1.15% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.97% | -0.13% | -6.09% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.91% | +0.19% | +2.13% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.92% | +1.46% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.61% | +0.06% | +4.40% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | +0.32% | +6.60% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.09% | +0.17% | +1.00% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | — | +0.74% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.06% | — | +7.60% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | -0.06% | +5.99% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | — | +2.40% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.08% | +2.17% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 0.81% | — | +1.04% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.23% | +4.66% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | +1.54% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.70% | — | +1.67% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | -0.09% | +55.14% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.66% | — | +0.57% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +5.53% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | +0.24% | +4.86% | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.62% | — | -4.16% | |
| 23 | FISV | Fiserv INC | 股票-其他 | 0.61% | — | -0.59% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.24% | +5.94% | |
| 25 | BR | Broadridge Financial Solutio | 股票-科技 | 0.57% | — | -0.64% | |
| 26 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | — | +1.49% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.57% | — | +10.75% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | +1.23% | |
| 29 | USB | US Bancorp | 股票-金融 | 0.56% | — | +20.85% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.55% | — | +2.63% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.54% | — | +4.75% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.53% | — | +11.33% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | +6.02% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.52% | -0.07% | +4.03% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.10% | -22.70% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | -0.08% | +4.49% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | +0.16% | +4.68% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | +0.07% | +0.51% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.49% | -0.11% | +0.78% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.49% | — | +8.46% | |
| 41 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.48% | — | -0.80% | |
| 42 | MCHP | Microchip Technology INC | 股票-科技 | 0.47% | — | -0.81% | |
| 43 | VRSK | Verisk Analytics INC | 股票-工业 | 0.46% | — | -1.07% | |
| 44 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.46% | — | -1.39% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +6.06% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.43% | — | +4.50% | |
| 47 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.43% | — | -1.85% | |
| 48 | BURL | Burlington Stores INC | 股票-周期性消费 | 0.43% | — | -1.33% | |
| 49 | MTN | Vail Resorts INC | 股票-周期性消费 | 0.42% | — | +26.09% | |
| 50 | MMM | 3m Co | 股票-工业 | 0.42% | — | +3.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.3% | +55.14% | 加仓 |
| 2 | AJG | Arthur J Gallagher & Co | +0.2% | +6475.54% | 加仓 |
| 3 | ALXN | Alexion Pharmaceuticals INC | +0.2% | +788.78% | 加仓 |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +283.00% | 加仓 |
| 5 | IWD | Ishares Russell 1000 Value E | +0.2% | +10.59% | 加仓 |
| 6 | AAPL | Apple INC | +0.2% | +1.15% | 加仓 |
| 7 | NOC | Northrop Grumman CORP | +0.2% | +276.08% | 加仓 |
| 8 | MTN | Vail Resorts INC | +0.1% | +26.09% | 加仓 |
| 9 | 1RG | Rev Group INC | +0.1% | +1240.00% | 加仓 |
| 10 | XYL | Xylem INC | +0.1% | +115.95% | 加仓 |
| 11 | LFUS | Littelfuse INC | +0.1% | +53.06% | 加仓 |
| 12 | MSFT | Microsoft CORP | +0.1% | +1.46% | 加仓 |
| 13 | AMZN | Amazon.com INC | +0.1% | +4.86% | 加仓 |
| 14 | ORLY | O'reilly Automotive INC | +0.1% | +30.31% | 加仓 |
| 15 | IDXX | Idexx Laboratories INC | +0.1% | +41.84% | 加仓 |
| 16 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +1983.80% | 加仓 |
| 17 | XECEUR | Cimarex Energy Co | +0.1% | +54.59% | 加仓 |
| 18 | LW | Lamb Weston Holdings INC | +0.1% | +22.18% | 加仓 |
| 19 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +23.03% | 加仓 |
| 20 | CVX | Chevron CORP | +0.1% | +1.00% | 加仓 |
| 21 | USB | US Bancorp | +0.1% | +20.85% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +2.17% | 加仓 |
| 23 | MRK | Merck & Co. INC. | +0.1% | +5.53% | 加仓 |
| 24 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +4.40% | 加仓 |
| 25 | XLI | Ss Industrial Select Sector | -0.1% | -85.58% | 减仓 |
| 26 | WBC1EUR | Wabco Holdings INC | -0.1% | -24.20% | 减仓 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -22.70% | 减仓 |
| 28 | HN9 | Hanesbrands INC | -0.1% | -91.64% | 减仓 |
| 29 | LULU | Lululemon Athletica INC | -0.2% | -56.40% | 减仓 |
| 30 | ILMN | Illumina INC | -0.2% | -81.95% | 减仓 |
| 31 | RHT1EUR | Red Hat INC | -0.2% | -40.94% | 减仓 |
| 32 | XLF | Ss Financial Select Sector | -0.2% | -57.30% | 减仓 |
| 33 | UTXZ | United Tech CORP | -0.2% | -43.10% | 减仓 |
| 34 | ALB | Albemarle CORP | -0.2% | -76.02% | 减仓 |
| 35 | BFH | Bread Financial Holdings INC | -0.3% | -97.94% | 减仓 |
| 36 | KDP | Keurig Dr Pepper Inc. | -0.3% | -88.82% | 减仓 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -38.80% | 减仓 |
| 38 | FTV | Fortive CORP | -0.4% | -91.44% | 减仓 |
| 39 | ABBNY | Abb Ltd-spon Adr | — | EXIT | 清仓 |
| 40 | CASY | Casey's General Stores INC | — | EXIT | 清仓 |
| 41 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 42 | BWXT | Bwx Technologies INC | — | NEW | 新建仓 |
| 43 | SCHD | Schwab U.S. Dividend Equity ETF | — | EXIT | 清仓 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 45 | ACHC | Acadia Healthcare Co INC | — | EXIT | 清仓 |
| 46 | CTAS | Cintas CORP | — | NEW | 新建仓 |
| 47 | VC | Visteon CORP | — | NEW | 新建仓 |
| 48 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 清仓 |
| 49 | EWU | Ishares Msci United Kingdom | — | NEW | 新建仓 |
| 50 | AVGO | Broadcom INC | — | NEW | 新建仓 |