CIK: 0001568298
申报总市值
US$3.8亿
仅显示前 200 大持股（共 223 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 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 10.42% | — | -2.76% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.51% | — | -2.09% | |
| 3 | MCD | Mcdonald's CORP | 股票-周期性消费 | 7.18% | — | -0.89% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-其他 | 6.88% | — | -3.67% | |
| 5 | VZ | Verizon Communications INC | 股票-通信服务 | 5.50% | — | -3.86% | |
| 6 | MRK | Merck & Co. INC. | 股票-医疗保健 | 5.07% | — | -1.51% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.28% | — | +3.50% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.80% | — | -1.60% | |
| 9 | AAL | American Airlines Group INC | 股票-工业 | 3.57% | — | -5.63% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.33% | — | -1.14% | |
| 11 | GLW | Corning INC | 股票-科技 | 3.22% | — | -3.96% | |
| 12 | INTC | Intel CORP | 股票-科技 | 3.19% | — | -1.45% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 3.16% | — | -1.47% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.02% | — | -6.64% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 2.84% | — | +0.32% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.65% | — | +2.16% | |
| 17 | SO | Southern Co/the | 股票-公用事业 | 2.43% | — | -0.89% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 2.20% | — | -27.08% | |
| 19 | PPL | Ppl CORP | 股票-公用事业 | 2.14% | — | -26.25% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.95% | — | +6.71% | |
| 21 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.71% | — | -3.76% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.25% | — | +0.24% | |
| 23 | VLO | Valero Energy CORP | 股票-能源 | 0.97% | — | +0.51% | |
| 24 | STT | State Street CORP | 股票-金融 | 0.78% | — | — | |
| 25 | MKL | Markel Group INC | 股票-金融 | 0.78% | — | — | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.62% | — | -2.29% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | -3.59% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.43% | — | -1.67% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | +0.78% | |
| 30 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.34% | — | +0.05% | |
| 31 | SLB | Slb LTD | 股票-能源 | 0.32% | — | +5.04% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | — | — | |
| 33 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.25% | — | -16.50% | |
| 34 | SPH | Suburban Propane Partners LP | 股票-其他 | 0.24% | — | +0.25% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.24% | — | +15.22% | |
| 36 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.23% | — | — | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.22% | — | -14.90% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.19% | — | — | |
| 39 | ABX | Barrick Gold CORP | 股票-金融 | 0.17% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | — | — | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.15% | — | — | |
| 42 | T | At&t INC | 股票-通信服务 | 0.14% | — | +0.25% | |
| 43 | MMM | 3m Co | 股票-工业 | 0.13% | — | +0.46% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.12% | — | — | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.12% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.12% | — | +30.69% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.12% | — | +0.21% | |
| 48 | ✓ | Web.com Group INC | 股票-其他 | 0.11% | — | — | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.11% | — | — | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.10% | — | — |