CIK: 0001633172
申报总市值
US$4.5亿
仅显示前 200 大持股（共 222 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 | 3.34% | — | +6.43% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.31% | — | +9.81% | |
| 3 | HD | Home Depot INC | 股票-周期性消费 | 3.01% | — | -0.57% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.78% | — | +4.19% | |
| 5 | ARKK | Ark Innovation ETF | ETF-其他 | 2.70% | — | +2.83% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | — | +4.37% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工业 | 1.85% | — | -0.66% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.79% | — | +6.79% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | — | -2.36% | |
| 10 | T | At&t INC | 股票-通信服务 | 1.64% | — | +4.67% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.48% | — | +3.60% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.36% | — | +2.75% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.31% | — | +12.28% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.31% | — | +9.31% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | — | +12.37% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.19% | — | +8.09% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.17% | — | +2.99% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 1.16% | — | +9.38% | |
| 19 | WPC | Wp Carey INC | 股票-房地产 | 1.15% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | +7.18% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | — | +17.94% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.06% | — | -0.42% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | — | +0.59% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | — | -4.52% | |
| 25 | SO | Southern Co/the | 股票-公用事业 | 0.99% | — | -2.05% | |
| 26 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.97% | — | -0.67% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.97% | — | +0.96% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | — | -2.57% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | — | -4.59% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.82% | — | +0.04% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.81% | — | +14.45% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.80% | — | +5.56% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.77% | — | +2.45% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +4.78% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.73% | — | +14.57% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | -5.02% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +2.46% | |
| 38 | GIS | General Mills INC | 股票-非周期性消费 | 0.66% | — | +0.69% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.66% | — | +2.39% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.66% | — | +0.72% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | — | +13.76% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +165.90% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +10.46% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | — | -1.50% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | — | +3.55% | |
| 46 | TSS | Total System Services INC | 股票-其他 | 0.60% | — | +4.02% | |
| 47 | VIXYUSD | Proshares Vix Short-term Fut | ETF-其他 | 0.56% | — | +406.67% | |
| 48 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.56% | — | — | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.54% | — | +0.75% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.53% | — | +4.61% |