CIK: 0001633172
申报总市值
US$4.5亿
仅显示前 200 大持股（共 208 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 | HD | Home Depot INC | 股票-周期性消费 | 3.78% | — | -1.25% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.69% | — | -6.49% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.99% | — | -2.15% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | — | +3.38% | |
| 5 | ARKK | Ark Innovation ETF | ETF-其他 | 2.29% | — | +0.52% | |
| 6 | UPS | United Parcel Service-cl B | 股票-工业 | 2.06% | — | +2.45% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | — | -0.74% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.63% | — | +27.83% | |
| 9 | T | At&t INC | 股票-通信服务 | 1.56% | — | +10.24% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.55% | — | -6.20% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.53% | — | -3.14% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.50% | — | — | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.31% | — | -11.50% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | — | -2.41% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | — | +2.46% | |
| 16 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.15% | — | +4.07% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.12% | — | +6.86% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | — | -4.13% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | — | +5.10% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.09% | — | — | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 1.09% | — | +7.47% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.07% | — | -61.52% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 1.07% | — | +1.69% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +0.22% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.00% | — | +5.61% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.99% | — | +6.35% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | — | +0.27% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.94% | — | +17.65% | |
| 29 | ✓ | 股票-其他 | 0.88% | — | -4.60% | ||
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.83% | — | -0.31% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.81% | — | +2.90% | |
| 32 | TSS | Total System Services INC | 股票-其他 | 0.81% | — | +5.46% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.79% | — | -6.22% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.77% | — | +153.81% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.76% | — | +4.22% | |
| 36 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.76% | — | +94.14% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.76% | — | -1.35% | |
| 38 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.68% | — | -1.40% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | +18.64% | |
| 40 | GIS | General Mills INC | 股票-非周期性消费 | 0.68% | — | +20.11% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | — | — | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | -2.63% | |
| 43 | CMA | Comerica INC | 股票-其他 | 0.65% | — | — | |
| 44 | EPD | Enterprise Products Partners | 股票-能源 | 0.64% | — | +23.49% | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.63% | — | -0.91% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.62% | — | -5.68% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | — | -1.27% | |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | — | +0.27% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.60% | — | +1.06% | |
| 50 | LEG | Leggett & Platt INC | 股票-周期性消费 | 0.58% | — | +5.22% |