CIK: 0001461564
申报总市值
US$8739.4万
仅显示前 200 大持股（共 218 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.47% | -1.88% | -0.90% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 5.50% | — | +0.28% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 4.24% | — | -13.50% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.11% | +0.23% | -2.59% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.88% | — | -7.84% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.55% | -0.22% | +27.52% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.54% | — | -0.34% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.13% | -0.16% | +0.74% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.06% | — | +2.45% | |
| 10 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 2.00% | — | -10.80% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | — | +2.31% | |
| 12 | PM | Philip Morris International | 股票-非周期性消费 | 1.71% | +0.24% | +2.22% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | — | -0.30% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.57% | — | +1.92% | |
| 15 | MO | Altria Group INC | 股票-非周期性消费 | 1.23% | -0.12% | +0.51% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.22% | — | +11.05% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.08% | +1.35% | |
| 18 | MMM | 3m Co | 股票-工业 | 1.08% | -0.18% | +0.18% | |
| 19 | TRGP | Targa Resources CORP | 股票-能源 | 1.06% | -0.98% | -4.32% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 1.04% | -0.64% | +7.51% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.01% | — | — | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | — | +3.04% | |
| 23 | EPD | Enterprise Products Partners | 股票-能源 | 0.91% | -0.34% | +43.05% | |
| 24 | ET | Energy Transfer LP | 股票-能源 | 0.90% | -0.60% | -4.23% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.86% | -0.50% | -1.07% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.85% | — | +0.56% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | — | -42.72% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | — | +2.16% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | -4.09% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.78% | +0.25% | NEW | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +0.57% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.71% | — | +4.79% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.71% | — | +10.85% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | -0.37% | +0.34% | |
| 35 | 0E41 | Enlink Midstream LLC | 股票-其他 | 0.70% | +1.85% | -5.66% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | — | -0.60% | |
| 37 | WMB | Williams Cos INC | 股票-能源 | 0.67% | -0.46% | -31.62% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | -0.30% | EXIT | |
| 40 | ✓ | Google INC Class C | 股票-其他 | 0.61% | -0.29% | EXIT | |
| 41 | GOOG | Alphabet A | 股票-通信服务 | 0.59% | — | +2.06% | |
| 42 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.58% | +0.07% | -12.91% | |
| 43 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 0.56% | +1.12% | NEW | |
| 44 | WES | Western Midstream Partners, LP | 股票-能源 | 0.56% | -1.89% | EXIT | |
| 45 | SEMGUSD | Semgroup Corp-class A | 股票-其他 | 0.50% | — | -4.24% | |
| 46 | XYZ | Block INC | 股票-金融 | 0.50% | — | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | — | -0.77% | |
| 48 | PAA | Plains All American Pipeline, L.P. | 股票-能源 | 0.48% | -0.03% | -4.25% | |
| 49 | GEL | Genesis Energy L.p. | 股票-其他 | 0.48% | +0.77% | -4.17% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | -0.70% |