CIK: 0001633172
申报总市值
US$4.5亿
仅显示前 200 大持股（共 202 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 | AAPL | Apple INC | 股票-科技 | 3.66% | — | +0.76% | |
| 2 | HD | Home Depot INC | 股票-周期性消费 | 3.58% | — | +3.06% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.04% | — | +3.08% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.85% | — | -12.34% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.45% | — | -3.63% | |
| 6 | VDE | Vanguard Energy ETF | ETF-其他 | 2.14% | — | — | |
| 7 | UPS | United Parcel Service-cl B | 股票-工业 | 2.03% | — | +2.92% | |
| 8 | ARKK | Ark Innovation ETF | ETF-其他 | 2.03% | — | +46.73% | |
| 9 | T | At&t INC | 股票-通信服务 | 1.61% | — | -3.86% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | — | +1.28% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.54% | — | -8.09% | |
| 12 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.50% | — | -0.60% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.44% | — | +16.70% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.22% | — | +128.05% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | — | +0.91% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.14% | — | +4.19% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | — | +3.49% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | — | -0.97% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | -4.52% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.11% | — | +1.31% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.11% | — | +9.51% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | — | +2.83% | |
| 23 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.05% | — | +7.00% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.02% | — | -15.46% | |
| 25 | SO | Southern Co/the | 股票-公用事业 | 1.00% | — | -10.02% | |
| 26 | ✓ | 股票-其他 | 0.97% | — | -3.55% | ||
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.91% | — | -0.70% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.91% | — | -11.49% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.84% | — | +3.74% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | -6.89% | |
| 31 | TSS | Total System Services INC | 股票-其他 | 0.80% | — | — | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.79% | — | +18.24% | |
| 33 | MULEUSD | Mulesoft INC -a | 股票-其他 | 0.78% | — | -26.75% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | -3.01% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.77% | — | +19.35% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.75% | — | -6.68% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.72% | — | -1.99% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.72% | — | +2.75% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | — | +12.36% | |
| 40 | CMA | Comerica INC | 股票-其他 | 0.70% | — | -0.75% | |
| 41 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.70% | — | +1.20% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | +4.49% | |
| 43 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.62% | — | +19.53% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工业 | 0.61% | — | — | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.60% | — | -1.84% | |
| 46 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | +1.26% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | — | -5.19% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | — | +3.67% | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.59% | — | +6.61% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.58% | — | +2.11% |