CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 205 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 | PM | Philip Morris International | 股票-非周期性消费 | 2.98% | — | — | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.80% | — | — | |
| 3 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.48% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.47% | — | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.24% | — | — | |
| 6 | MO | Altria Group INC | 股票-非周期性消费 | 2.23% | — | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.09% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | +0.15% | — | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.97% | -0.19% | — | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.97% | — | — | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.96% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.87% | -0.12% | — | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.83% | — | — | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.81% | — | — | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 1.79% | — | — | |
| 16 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.79% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.07% | — | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.70% | +0.13% | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.61% | -0.42% | — | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.57% | — | — | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.56% | — | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.47% | — | — | |
| 23 | EPD | Enterprise Products Partners | 股票-能源 | 1.32% | — | — | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.28% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.25% | — | — | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.24% | +0.15% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | +0.24% | — | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 1.10% | — | — | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 1.07% | — | — | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | — | — | |
| 31 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.01% | — | — | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.96% | — | — | |
| 33 | SPGI | S&p Global INC | 股票-金融 | 0.87% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | — | — | |
| 35 | BLKCHF | Blackrock INC | 股票-其他 | 0.80% | — | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.79% | — | — | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.73% | — | — | |
| 38 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.72% | — | — | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.72% | — | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.71% | — | — | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | — | — | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.35% | — | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.69% | — | — | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.67% | — | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | — | — | |
| 46 | PXGBX | Praxair INC | 股票-其他 | 0.65% | — | — | |
| 47 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.63% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.11% | — | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.62% | — | — | |
| 50 | KEL | Kellanova | 股票-其他 | 0.59% | — | — |