CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 336 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 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 14.79% | +0.33% | +2.16% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.92% | -0.43% | +2.17% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 8.76% | — | +2.41% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.96% | — | -5.27% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.88% | — | -31.77% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 5.51% | +1.26% | +62.17% | |
| 7 | ABBV | Abbvie INC | 股票-医疗保健 | 1.59% | +0.32% | -3.43% | |
| 8 | VZ | Verizon Communications INC | 股票-通信服务 | 1.44% | +0.11% | +1.06% | |
| 9 | DUK | Duke Energy CORP | 股票-公用事业 | 1.41% | — | -1.02% | |
| 10 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.41% | — | +0.84% | |
| 11 | AEP | American Electric Power | 股票-公用事业 | 1.37% | — | -0.92% | |
| 12 | BMO | Bank Of Montreal | 股票-金融 | 1.36% | — | +1.39% | |
| 13 | CAT | Caterpillar INC | 股票-工业 | 1.34% | — | +0.01% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.29% | — | +0.01% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 1.26% | -0.15% | +0.26% | |
| 16 | WELL | Welltower INC | 股票-房地产 | 1.26% | — | -0.61% | |
| 17 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.20% | — | +0.84% | |
| 18 | EPD | Enterprise Products Partners | 股票-能源 | 1.17% | — | -0.32% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.15% | — | +3.47% | |
| 20 | WEP | Magellan Midstream Partners | 股票-其他 | 1.13% | — | +0.35% | |
| 21 | WY | Weyerhaeuser Co | 股票-房地产 | 1.13% | — | +1.13% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.12% | — | +0.99% | |
| 23 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.11% | +0.07% | +0.94% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 1.09% | — | — | |
| 25 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 1.09% | — | +1.03% | |
| 26 | BCE | Bce INC | 股票-通信服务 | 1.05% | — | -2.29% | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | 1.05% | — | -0.08% | |
| 28 | SPG | Simon Property Group INC | 股票-房地产 | 0.90% | — | +2.28% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.84% | — | -90.05% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.82% | — | +0.93% | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | — | +59.18% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.68% | — | +15.56% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.67% | — | -0.56% | |
| 34 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.60% | — | -92.96% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | — | +0.80% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | — | +3.16% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.54% | -0.14% | +4.75% | |
| 38 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.52% | — | -91.22% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | — | -2.61% | |
| 40 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.48% | — | +7.33% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.44% | — | +0.22% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | -0.14% | -0.44% | |
| 43 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 0.41% | — | -7.08% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.40% | — | -6.49% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.39% | — | -0.49% | |
| 46 | VTR | Ventas INC | 股票-房地产 | 0.38% | — | -5.60% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | +0.06% | -10.64% | |
| 48 | CMP | Compass Minerals Internation | 股票-其他 | 0.37% | — | +9.71% | |
| 49 | APU | Amerigas Partners LP | 股票-其他 | 0.35% | — | -5.70% | |
| 50 | SO | Southern Co/the | 股票-公用事业 | 0.33% | — | -6.26% |