CIK: 0001656666
申报总市值
US$9.3亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 25.64% | — | +5.93% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 14.48% | — | +5.37% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.44% | — | +1038.36% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.53% | — | +0.91% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.49% | — | +1768.65% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.10% | — | +2916.42% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.06% | — | +85.27% | |
| 9 | BA | Boeing Co/the | 股票-工业 | 1.56% | — | — | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.50% | — | — | |
| 11 | BLKCHF | Blackrock INC | 股票-其他 | 1.50% | — | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.44% | — | +1377.97% | |
| 13 | MMM | 3m Co | 股票-工业 | 1.44% | — | — | |
| 14 | SYK | Stryker CORP | 股票-医疗保健 | 1.44% | — | +2755.75% | |
| 15 | GD | General Dynamics CORP | 股票-工业 | 1.43% | — | — | |
| 16 | AMT | American Tower CORP | 股票-房地产 | 1.41% | — | — | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.39% | — | — | |
| 18 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.38% | — | — | |
| 19 | GS | Goldman Sachs Group INC | 股票-金融 | 1.37% | — | — | |
| 20 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.35% | — | — | |
| 21 | USB | US Bancorp | 股票-金融 | 1.34% | — | — | |
| 22 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.34% | — | — | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.33% | — | — | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 1.32% | — | — | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.23% | — | — | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | — | — | |
| 27 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.07% | — | — | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | — | +1708.47% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.94% | — | — | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | — | — | |
| 31 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.84% | — | +1343.35% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.83% | — | — | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.51% | — | — | |
| 34 | DVN | Devon Energy CORP | 股票-能源 | 0.47% | — | — | |
| 35 | RY | Royal Bank Of Canada | 股票-金融 | 0.42% | — | — | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.40% | — | -1.12% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | — | +501.33% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.36% | — | +75.90% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.35% | — | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | — | — | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 0.29% | — | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.28% | — | -1.63% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +378.05% | |
| 44 | HSIC | Henry Schein INC | 股票-医疗保健 | 0.26% | — | — | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.24% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.24% | — | — | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.22% | — | -4.11% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.22% | — | +156.75% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.20% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.19% | — | +27.68% |