CIK: 0001752761
申报总市值
US$5.0亿
| # | 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 | UPS | United Parcel Service-cl B | 股票-工业 | 34.28% | -1.40% | -0.36% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.00% | — | -3.73% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.97% | — | -0.04% | |
| 4 | PGX | Invesco Preferred ETF | ETF-其他 | 1.91% | — | +0.19% | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.75% | — | +15.75% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.68% | — | -5.56% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.65% | -0.29% | +1.09% | |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.61% | — | +31.65% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.56% | — | — | |
| 10 | SH1USD | Proshares Short S&p500 | ETF-其他 | 1.45% | — | — | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.45% | — | +354.74% | |
| 12 | EOI | Eaton Vance Enhanced Eq Incm | 股票-其他 | 1.35% | — | -1.49% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.33% | — | -3.30% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.29% | — | +11.73% | |
| 15 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.25% | — | -0.05% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | -23.15% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.11% | — | -29.32% | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 1.08% | -0.14% | +7.44% | |
| 19 | ZTS | Zoetis INC | 股票-医疗保健 | 1.05% | — | -7.04% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.04% | — | — | |
| 21 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.01% | — | +7.13% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | — | +8.16% | |
| 23 | BIGGQ | Big Lots INC | 股票-其他 | 1.01% | — | +14.83% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 1.00% | — | +0.18% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | — | -1.46% | |
| 26 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.96% | — | +3.61% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.95% | — | -22.46% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.94% | +0.06% | -0.35% | |
| 29 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.89% | — | +6.59% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.85% | +0.05% | -33.19% | |
| 31 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.81% | — | +0.97% | |
| 32 | MOH | Molina Healthcare INC | 股票-医疗保健 | 0.80% | — | +8.85% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | +0.03% | -67.46% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.80% | — | +12.69% | |
| 35 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 0.79% | — | +1.77% | |
| 36 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.78% | — | +9.35% | |
| 37 | DAL | Delta Air Lines INC | 股票-工业 | 0.78% | — | +25.55% | |
| 38 | TROW | T Rowe Price Group INC | 股票-金融 | 0.72% | — | +10.70% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | — | -38.30% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | +3.86% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.69% | +0.21% | +5.40% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.04% | -7.34% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | — | -3.20% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | — | -2.85% | |
| 45 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.64% | — | +92.56% | |
| 46 | ✓ | 股票-其他 | 0.62% | — | +123.49% | ||
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | -3.76% | |
| 48 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.56% | — | -12.88% | |
| 49 | MMM | 3m Co | 股票-工业 | 0.54% | — | +2.21% | |
| 50 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.54% | — | — |