CIK: 0001566728
申报总市值
US$181.3亿
仅显示前 200 大持股（共 257 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.49% | -0.48% | +3.93% | |
| 2 | HD | Home Depot INC | 股票-周期性消费 | 5.17% | -0.17% | +11.46% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.16% | -0.19% | +47.89% | |
| 4 | MCD | Mcdonald's CORP | 股票-周期性消费 | 5.03% | -0.03% | +11.60% | |
| 5 | WMT | Walmart INC | 股票-非周期性消费 | 4.85% | +0.64% | +10.44% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 4.41% | +1.68% | +18.84% | |
| 7 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 4.40% | — | +15369.08% | |
| 8 | DIS | Walt Disney Co/the | 股票-通信服务 | 4.37% | — | +14.76% | |
| 9 | BA | Boeing Co/the | 股票-工业 | 4.20% | — | +25.57% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.03% | -0.96% | -2.19% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.92% | — | +15.33% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 2.89% | — | +13.96% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.84% | -1.00% | +105.61% | |
| 14 | FAST | Fastenal Co | 股票-工业 | 2.83% | -0.17% | — | |
| 15 | AXP | American Express Co | 股票-金融 | 2.78% | — | -23.85% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事业 | 2.75% | -0.05% | +14.71% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.70% | -0.43% | -26.81% | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 2.68% | -0.42% | — | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.61% | — | +16.95% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 2.60% | — | — | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.57% | — | +103.86% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 2.49% | -1.12% | +15.52% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.47% | — | +19.90% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 2.04% | -0.01% | -36.11% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.72% | — | +11.89% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.23% | — | +0.34% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.69% | — | +0.78% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | — | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.46% | -0.83% | +9.47% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | — | -8.84% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.30% | — | +0.90% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | +7.82% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | — | +13.68% | |
| 34 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.26% | — | -5.47% | |
| 35 | AFL | Aflac INC | 股票-金融 | 0.25% | — | +0.15% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.24% | -0.18% | -7.67% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.23% | — | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.21% | — | +16.96% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | +0.04% | -21.33% | |
| 40 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.20% | — | +27.71% | |
| 41 | SBAC | Sba Communications CORP | 股票-房地产 | 0.20% | — | -13.97% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.19% | -3.29% | -8.71% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.17% | — | +9.06% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.16% | — | -15.37% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.15% | — | +98.30% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.15% | — | +0.86% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.13% | — | -11.59% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.13% | — | -3.78% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.13% | — | +395.52% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.13% | — | +556.23% |