CIK: 0001383161
申报总市值
US$109.3亿
仅显示前 200 大持股(共 1595 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 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.11% | +3.90% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | -10.15% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | -0.14% | -0.65% | |
| 4 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.96% | — | +1.44% | |
| 5 | VZ | Verizon Communications INC | 股票-通信服务 | 0.95% | — | +2.18% | |
| 6 | AAPL | Apple INC | 股票-科技 | 0.94% | — | +2.05% | |
| 7 | CSCO | Cisco Systems INC | 股票-科技 | 0.93% | -0.12% | -0.98% | |
| 8 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.91% | — | +2.50% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | — | +19.12% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | +0.20% | +37.35% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | -0.09% | -3.80% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | +7.65% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | -0.11% | -3.45% | |
| 14 | HON | Honeywell International INC | 股票-工业 | 0.77% | -0.11% | +7.13% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | -20.66% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | — | +3.75% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工业 | 0.73% | — | +0.56% | |
| 18 | AMGN | Amgen INC | 股票-医疗保健 | 0.71% | — | -0.75% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -1.30% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.71% | +0.10% | -15.09% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | +5.43% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.69% | — | +1.59% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | — | -6.21% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | +11.90% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.67% | +0.16% | +52.49% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | — | +12.75% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.64% | — | -2.06% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | -1.24% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.63% | +0.11% | +18.16% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.62% | — | +4.53% | |
| 31 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.61% | +0.10% | +20.21% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.61% | — | -13.39% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | — | +1.75% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | — | +8.28% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.59% | — | +5.17% | |
| 36 | UTXZ | United Tech CORP | 股票-其他 | 0.56% | — | +0.59% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | +0.09% | -2.22% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.54% | — | +12.04% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | +0.23% | -3.99% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | +12.04% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.51% | — | +6.23% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | +8.13% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | — | +12.81% | |
| 44 | ENB | Enbridge INC | 股票-能源 | 0.50% | — | +13.52% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +5.65% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.48% | — | +4.96% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | -19.28% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | +60.09% | |
| 49 | CCI | Crown Castle INC | 股票-房地产 | 0.44% | — | +0.96% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | +4.60% |