CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 463 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 | 9.21% | -0.83% | -0.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.71% | -0.14% | -0.87% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.03% | — | +1.21% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | -0.73% | +2.96% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.25% | -0.61% | -1.12% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.14% | — | +7.81% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.95% | +0.14% | +0.90% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.78% | +0.33% | +5.95% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.77% | — | — | |
| 10 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.73% | +0.21% | -0.80% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.55% | +0.32% | +17.32% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 1.54% | +0.09% | +2.05% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | -0.23% | +1.61% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.46% | +0.20% | -3.19% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.40% | — | +14.22% | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 1.35% | — | +0.54% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | — | -0.44% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.25% | -0.09% | +1.56% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.22% | — | +0.66% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.18% | +0.22% | +3.87% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | +0.33% | +12.46% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.03% | -0.08% | +0.85% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.01% | — | -1.24% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.94% | — | -50.46% | |
| 25 | CBU | Community Financial System I | 股票-其他 | 0.94% | — | -0.92% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.93% | +0.11% | -0.05% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.92% | — | +3.41% | |
| 28 | NUE | Nucor CORP | 股票-原材料 | 0.88% | — | -3.53% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.81% | — | -1.43% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | -0.11% | +0.58% | |
| 31 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.79% | — | +0.21% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.22% | +0.64% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.79% | +0.06% | +0.05% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.76% | — | +2.62% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.76% | — | +3.51% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.72% | — | -0.72% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.65% | +0.24% | +1.74% | |
| 38 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.63% | — | -1.07% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.63% | — | — | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | -0.27% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.60% | +0.06% | -1.25% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.14% | +4.02% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | -0.09% | -6.04% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.57% | — | +4.86% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.57% | — | +1.63% | |
| 46 | OMC | Omnicom Group | 股票-通信服务 | 0.54% | — | -0.85% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | -0.88% | |
| 48 | GIS | General Mills INC | 股票-非周期性消费 | 0.54% | — | -3.83% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.53% | -0.14% | +11.38% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.53% | +0.07% | +3.69% |