CIK: 0001587192
申报总市值
US$5.9亿
仅显示前 200 大持股（共 230 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 | 7.67% | -0.70% | -1.31% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.96% | — | -8.73% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.51% | +0.91% | -7.61% | |
| 4 | DIS | Walt Disney Co/the | 股票-通信服务 | 4.30% | -0.25% | -3.26% | |
| 5 | FDX | Fedex CORP | 股票-工业 | 4.24% | +0.04% | -12.71% | |
| 6 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 4.23% | — | -0.06% | |
| 7 | WY | Weyerhaeuser Co | 股票-房地产 | 3.76% | +0.08% | +2.48% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.53% | -0.32% | -1.49% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 3.52% | +0.51% | +3739.24% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | — | -4.47% | |
| 11 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 3.26% | — | -4.07% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.22% | -0.38% | -0.21% | |
| 13 | CVS | Cvs Health CORP | 股票-医疗保健 | 3.19% | — | +1.66% | |
| 14 | C | Citigroup INC | 股票-金融 | 2.89% | — | +9.54% | |
| 15 | COF | Capital One Financial CORP | 股票-金融 | 2.40% | -0.80% | -1.19% | |
| 16 | GS | Goldman Sachs Group INC | 股票-金融 | 2.20% | -0.67% | +1.75% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.14% | — | — | |
| 18 | 0VVB | Paramount Global-class B | 股票-其他 | 2.03% | — | -25.65% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 1.99% | — | -1.50% | |
| 20 | AMAT | Applied Materials INC | 股票-科技 | 1.91% | +0.24% | -1.62% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.88% | — | -3.45% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.84% | — | +11.72% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.68% | -0.42% | +33.22% | |
| 24 | MU | Micron Technology INC | 股票-科技 | 1.55% | -0.55% | -2.69% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.52% | — | -0.30% | |
| 26 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.36% | +0.08% | -0.99% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.35% | — | -6.99% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.20% | — | +7.43% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | +1.58% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.35% | -0.84% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | — | -0.78% | |
| 32 | DHI | Dr Horton INC | 股票-周期性消费 | 0.95% | — | -2.27% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.39% | -4.47% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | -0.38% | +10.97% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.63% | — | -35.43% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.62% | — | -0.59% | |
| 37 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.61% | -0.29% | — | |
| 38 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 0.60% | — | — | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | -0.24% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | -0.21% | +710.14% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.47% | — | -40.32% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | — | -1.09% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | +0.90% | -2.08% | |
| 44 | LSXMKUSD | Liberty Media Cor-siriusxm C | 股票-其他 | 0.39% | — | +43.86% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.11% | -1.31% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.31% | +0.12% | +27.40% | |
| 47 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.30% | — | — | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.24% | — | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.20% | — | +123.25% | |
| 50 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.20% | — | — |