CIK: 0001698219
申报总市值
US$11.6亿
仅显示前 200 大持股（共 211 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 | 3.94% | — | +1.38% | |
| 2 | WMT | Walmart INC | 股票-非周期性消费 | 3.17% | — | +1.91% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.10% | — | +3.22% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.85% | — | -0.84% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.76% | — | +0.67% | |
| 6 | GS | Goldman Sachs Group INC | 股票-金融 | 2.61% | — | +1.23% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.55% | — | +5.57% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.48% | — | +2.48% | |
| 9 | PFE | Pfizer INC | 股票-医疗保健 | 2.46% | — | +1.85% | |
| 10 | T | At&t INC | 股票-通信服务 | 2.41% | — | +3.28% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.40% | — | +7.41% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.40% | — | -0.84% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.20% | — | -0.21% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 2.19% | — | +4.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.14% | — | +2.72% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 2.11% | — | +3.67% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.97% | — | +9.66% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.94% | — | +3.36% | |
| 19 | PAYX | Paychex INC | 股票-科技 | 1.91% | — | +2.62% | |
| 20 | C | Citigroup INC | 股票-金融 | 1.89% | — | +1.16% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.83% | — | +43.31% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.76% | — | +3.34% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.75% | — | +1.08% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.68% | — | +1.99% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.67% | — | -28.11% | |
| 26 | COF | Capital One Financial CORP | 股票-金融 | 1.66% | — | +2.15% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.64% | — | +2.91% | |
| 28 | RSG | Republic Services INC | 股票-工业 | 1.60% | — | +4.63% | |
| 29 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 1.59% | — | +0.92% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.58% | — | +24.80% | |
| 31 | WMB | Williams Cos INC | 股票-能源 | 1.56% | — | +1.33% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 1.52% | — | +1.20% | |
| 33 | BAX | Baxter International INC | 股票-医疗保健 | 1.50% | — | +3.46% | |
| 34 | INTC | Intel CORP | 股票-科技 | 1.48% | — | +3.88% | |
| 35 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.38% | — | +3.92% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.27% | — | -0.30% | |
| 37 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 1.19% | — | -2.62% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 1.18% | — | +0.99% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.18% | — | +15.33% | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 1.14% | — | +3.50% | |
| 41 | CB | Chubb Limited | 股票-金融 | 1.01% | — | +4.77% | |
| 42 | ACN | Accenture plc | 股票-科技 | 1.00% | — | — | |
| 43 | DHR | Danaher CORP | 股票-医疗保健 | 0.89% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | — | +2.31% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | +781.38% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事业 | 0.67% | — | +12.47% | |
| 47 | VTR | Ventas INC | 股票-房地产 | 0.47% | — | -2.39% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | +2.75% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.43% | — | +0.27% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +5.63% |