CIK: 0001767040
申报总市值
US$2.0亿
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.02% | -1.18% | -1.16% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.51% | -0.51% | -6.05% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 3.77% | — | +42.40% | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 3.32% | -0.21% | -0.70% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.31% | +0.33% | -1.34% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.19% | -1.02% | +4.65% | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.18% | +0.17% | -0.13% | |
| 8 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.63% | -0.35% | -0.85% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.62% | -0.25% | -0.88% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 2.61% | -0.51% | -1.33% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.55% | +0.85% | +5.38% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.53% | +0.64% | -0.25% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 2.19% | -0.17% | -2.12% | |
| 14 | HON | Honeywell International INC | 股票-工业 | 2.09% | +0.19% | +3.08% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 2.06% | -0.39% | -6.73% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.93% | +1.23% | +1.76% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.91% | -0.06% | -1.31% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 1.80% | — | -1.23% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.75% | — | +277.05% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.67% | — | +1778.42% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.66% | -0.13% | — | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.61% | -0.27% | +1.31% | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 1.49% | -0.46% | -1.12% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.37% | +0.19% | -31.72% | |
| 25 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.35% | -0.15% | -4.00% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.23% | -0.28% | +1.11% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工业 | 1.18% | +0.16% | -0.43% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.17% | -0.85% | -3.36% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.16% | — | -1.11% | |
| 30 | CB | Chubb Limited | 股票-金融 | 1.15% | — | -0.85% | |
| 31 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 1.15% | — | +0.10% | |
| 32 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.13% | — | +20.35% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 1.02% | -0.22% | -1.94% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.98% | — | +7.15% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工业 | 0.96% | -0.11% | +8.45% | |
| 36 | SO | Southern Co/the | 股票-公用事业 | 0.93% | +0.13% | +1.09% | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 0.91% | -0.13% | +3.22% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.91% | +0.58% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.89% | -0.31% | +79.98% | |
| 40 | SHEL | Shell Plc-adr | 股票-能源 | 0.84% | +0.13% | -18.99% | |
| 41 | COF | Capital One Financial CORP | 股票-金融 | 0.82% | -0.33% | -0.53% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.78% | — | -0.60% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.76% | — | — | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.73% | — | -1.46% | |
| 45 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.72% | — | — | |
| 46 | AXP | American Express Co | 股票-金融 | 0.69% | -0.22% | +5.10% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.68% | — | -1.65% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.68% | — | -1.01% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.68% | +2.42% | -3.25% | |
| 50 | GE | General Electric | 股票-工业 | 0.67% | — | -5.94% |