CIK: 0001698219
申报总市值
US$11.6亿
仅显示前 200 大持股（共 860 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 | MSFT | Microsoft CORP | 股票-科技 | 3.68% | — | -1.31% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.33% | — | -0.20% | |
| 3 | WMT | Walmart INC | 股票-非周期性消费 | 3.15% | — | -0.39% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.10% | — | -0.07% | |
| 5 | PFE | Pfizer INC | 股票-医疗保健 | 2.96% | — | -0.90% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.75% | — | -0.65% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.60% | — | +1.86% | |
| 8 | GS | Goldman Sachs Group INC | 股票-金融 | 2.59% | — | +0.36% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | — | -0.32% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.36% | — | +2.66% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.32% | — | +1.71% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.29% | — | -0.81% | |
| 13 | WMB | Williams Cos INC | 股票-能源 | 2.02% | — | -0.73% | |
| 14 | PAYX | Paychex INC | 股票-科技 | 2.01% | — | -0.67% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.99% | — | +0.05% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.96% | — | +35.96% | |
| 17 | T | At&t INC | 股票-通信服务 | 1.87% | — | -1.28% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.84% | — | -0.93% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.83% | — | +19.38% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | — | +33.94% | |
| 21 | C | Citigroup INC | 股票-金融 | 1.82% | — | -1.01% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 1.81% | — | +0.20% | |
| 23 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 1.69% | — | -0.51% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.68% | — | -1.24% | |
| 25 | RSG | Republic Services INC | 股票-工业 | 1.66% | — | -1.04% | |
| 26 | AAPL | Apple INC | 股票-科技 | 1.65% | — | -0.72% | |
| 27 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.64% | — | -0.07% | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 1.62% | — | -1.07% | |
| 29 | BAX | Baxter International INC | 股票-医疗保健 | 1.60% | — | -1.19% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.60% | — | +1.47% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.40% | — | +0.50% | |
| 32 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.39% | — | -0.73% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.37% | — | -1.71% | |
| 34 | INTC | Intel CORP | 股票-科技 | 1.26% | — | +3.76% | |
| 35 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.24% | — | +2.82% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | — | +2.57% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.16% | — | +0.84% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 1.11% | — | -61.66% | |
| 39 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 1.08% | — | -1.03% | |
| 40 | CB | Chubb Limited | 股票-金融 | 1.02% | — | -1.82% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 1.02% | — | +3.92% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | — | +9.47% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.75% | — | +0.55% | |
| 44 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.67% | — | -3.31% | |
| 45 | VTR | Ventas INC | 股票-房地产 | 0.63% | — | +0.20% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | — | -0.84% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.47% | — | -1.09% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.47% | — | +4.62% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.41% | — | +4.47% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.39% | — | -17.75% |