CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 367 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 | IDLV | Invesco S&p International De | ETF-其他 | 16.41% | — | — | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 13.09% | +1.26% | +6.64% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.16% | -0.43% | -0.75% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 5.02% | — | +652659.26% | |
| 5 | LMT | Lockheed Martin CORP | 股票-工业 | 1.72% | -0.15% | +0.02% | |
| 6 | VZ | Verizon Communications INC | 股票-通信服务 | 1.71% | +0.11% | -14.52% | |
| 7 | WELL | Welltower INC | 股票-房地产 | 1.49% | — | +0.18% | |
| 8 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.45% | — | +3103.92% | |
| 9 | CCI | Crown Castle INC | 股票-房地产 | 1.45% | — | +0.50% | |
| 10 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.45% | +0.07% | +0.68% | |
| 11 | DUK | Duke Energy CORP | 股票-公用事业 | 1.42% | — | +0.69% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.41% | +0.11% | +1.42% | |
| 13 | D | Dominion Energy INC | 股票-公用事业 | 1.41% | — | +1474.31% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.39% | — | +7.34% | |
| 15 | BCE | Bce INC | 股票-通信服务 | 1.38% | — | +0.71% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.38% | — | +0.75% | |
| 17 | BMO | Bank Of Montreal | 股票-金融 | 1.32% | — | +0.97% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.31% | +0.32% | +6.02% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.30% | — | +0.82% | |
| 20 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.29% | — | — | |
| 21 | KEY | Keycorp | 股票-金融 | 1.29% | — | — | |
| 22 | WEP | Magellan Midstream Partners | 股票-其他 | 1.28% | — | +0.73% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 1.26% | — | +0.90% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 1.26% | — | +0.99% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.20% | — | +9.44% | |
| 26 | SPG | Simon Property Group INC | 股票-房地产 | 1.13% | — | +1.39% | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | 0.96% | — | -0.70% | |
| 28 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.94% | — | -3.99% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.90% | -0.14% | +2.05% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.85% | — | +21.12% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.17% | +6.22% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.65% | — | +169.99% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | — | -6.22% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.63% | — | -2.43% | |
| 35 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 0.59% | — | +522.72% | |
| 36 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.58% | — | -2.31% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | — | +4.38% | |
| 38 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.50% | — | +22.23% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | — | +4.41% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.47% | — | +34.01% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.47% | — | +2.26% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +3.96% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.42% | — | +0.90% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.41% | — | +3.16% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.39% | — | +2.73% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | — | +27.58% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.39% | — | +2.76% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.39% | — | +2.85% | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.36% | — | +4.33% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.35% | — | +3.58% |