CIK: 0001479844
申报总市值
US$62.4亿
仅显示前 200 大持股（共 298 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 12.08% | -0.11% | -42.21% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 9.08% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.87% | -0.07% | +1.96% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.79% | +0.03% | +17.80% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.60% | — | +1.84% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 4.53% | — | +2.30% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.11% | -0.02% | -50.97% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.90% | — | — | |
| 9 | UBS | UBS Group AG | 股票-金融 | 3.83% | — | +1.81% | |
| 10 | COKE | Coca-cola Consolidated INC | 股票-非周期性消费 | 3.20% | — | -1.58% | |
| 11 | ✓ | Tortoise Commingled Mlp Fund, LLC | 股票-其他 | 2.49% | — | -6.94% | |
| 12 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.18% | +0.07% | -3.70% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.10% | — | +1174.19% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.94% | — | +10.13% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.90% | -0.01% | +4.52% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.87% | +0.10% | +16.87% | |
| 17 | FDX | Fedex CORP | 股票-工业 | 1.13% | — | -2.44% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.98% | — | +2.08% | |
| 19 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.71% | — | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | +5.78% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | — | -7.32% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.60% | — | +2.25% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | +0.01% | +23.84% | |
| 24 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.50% | — | -6.21% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 0.48% | — | +95.98% | |
| 26 | ✓ | 股票-其他 | 0.47% | — | -1.52% | ||
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.04% | +46.56% | |
| 28 | AVY | Avery Dennison CORP | 股票-周期性消费 | 0.45% | — | — | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.41% | — | +0.88% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.40% | — | +2.94% | |
| 31 | IFN | Aberdeen India Fund INC | 股票-其他 | 0.35% | — | -7.91% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | +0.23% | -19.61% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.33% | — | — | |
| 34 | EPD | Enterprise Products Partners | 股票-能源 | 0.33% | — | +2.67% | |
| 35 | WEP | Magellan Midstream Partners | 股票-其他 | 0.28% | — | -0.28% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.28% | +0.05% | -10.04% | |
| 37 | SWK | Stanley Black & Decker INC | 股票-工业 | 0.26% | — | +185.14% | |
| 38 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.25% | — | -0.12% | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.25% | — | -13.28% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.24% | — | -24.80% | |
| 41 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 股票-其他 | 0.24% | — | +15.71% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | +317.85% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | — | -11.53% | |
| 44 | HEZU | Ishares Currency Hedged Msci | ETF-其他 | 0.24% | — | -7.21% | |
| 45 | MSI | Motorola Solutions INC | 股票-科技 | 0.23% | — | -10.02% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.22% | — | +33.57% | |
| 47 | AON | Aon plc | 股票-金融 | 0.22% | — | -1.45% | |
| 48 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 0.22% | — | +56.38% | |
| 49 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.22% | — | -1.65% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.21% | — | +424.34% |