CIK: 0001632253
申报总市值
US$2.8亿
仅显示前 200 大持股（共 435 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 | 3.75% | -0.06% | -3.46% | |
| 2 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 3.47% | — | +9.74% | |
| 3 | PSX | Phillips 66 | 股票-能源 | 2.89% | — | -3.08% | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 2.74% | — | -2.74% | |
| 5 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.72% | — | -1.94% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.28% | — | — | |
| 7 | PRU | Prudential Financial INC | 股票-金融 | 2.27% | +0.07% | -3.13% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | — | -2.98% | |
| 9 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.19% | — | +4987.00% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.17% | — | +1.34% | |
| 11 | GILD | Gilead Sciences INC | 股票-医疗保健 | 2.02% | — | -2.79% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.99% | +0.17% | -4.33% | |
| 13 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.95% | -0.88% | EXIT | |
| 14 | T | At&t INC | 股票-通信服务 | 1.90% | — | -3.61% | |
| 15 | F | Ford Motor Co | 股票-周期性消费 | 1.89% | — | -3.43% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.84% | — | -0.35% | |
| 17 | SLB | Slb LTD | 股票-能源 | 1.75% | — | -3.23% | |
| 18 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.72% | — | -3.32% | |
| 19 | UAA | Under Armour Inc-class A | 股票-周期性消费 | 1.71% | — | +697.92% | |
| 20 | SO | Southern Co/the | 股票-公用事业 | 1.66% | — | -3.94% | |
| 21 | DOW | Dow Chem Co | 股票-原材料 | 1.65% | — | -2.42% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.64% | +0.47% | -20.59% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | — | -1.19% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.55% | — | -14.39% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.54% | — | -5.29% | |
| 26 | WOO | Foot Locker INC | 股票-其他 | 1.54% | — | +6598.75% | |
| 27 | AB | AllianceBernstein Holding L.P. | 股票-其他 | 1.49% | — | -2.71% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.49% | +1.72% | NEW | |
| 29 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 1.41% | — | -2.60% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 1.38% | — | -4.38% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.38% | — | -0.33% | |
| 32 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 1.27% | — | -10.47% | |
| 33 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 股票-其他 | 1.27% | — | -5.15% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.22% | -0.08% | -5.54% | |
| 35 | DSL | Doubleline Income Solutions | 股票-其他 | 1.08% | — | -9.26% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.04% | -4.63% | |
| 37 | CELG | Celgene CORP | 股票-其他 | 0.93% | — | -1.57% | |
| 38 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.91% | — | -13.82% | |
| 39 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.90% | — | -10.52% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.87% | — | -11.55% | |
| 41 | MO | Altria Group INC | 股票-非周期性消费 | 0.80% | — | -5.46% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.77% | -0.02% | -4.76% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | -4.55% | |
| 44 | XNQPX | Nuveen Pa Qlty Muni INC | 股票-其他 | 0.65% | — | -5.41% | |
| 45 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.61% | — | -3.54% | |
| 46 | NBB | Nuveen Taxable Municipal INC | 股票-其他 | 0.61% | — | -4.86% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.60% | — | — | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.59% | -0.27% | -17.02% | |
| 49 | ✓ | Nuveen Mun Opportunity Fd In | 股票-其他 | 0.58% | — | -4.33% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.53% | — | — |