CIK: 0001698219
申报总市值
US$11.6亿
仅显示前 200 大持股（共 215 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 | 4.30% | — | -0.86% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.74% | — | -1.09% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.01% | — | -0.05% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.86% | — | +8.15% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.76% | — | -0.15% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.66% | — | -3.54% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.64% | — | +11.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | — | -1.46% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.39% | — | -2.43% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 2.33% | — | +0.10% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.13% | — | -5.88% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.86% | — | +1.16% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 1.83% | — | +2.34% | |
| 14 | QCOM | Qualcomm INC | 股票-科技 | 1.83% | — | +0.08% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 1.81% | — | -0.60% | |
| 16 | PAYX | Paychex INC | 股票-科技 | 1.80% | — | +1.14% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 1.71% | — | -0.56% | |
| 18 | ACN | Accenture plc | 股票-科技 | 1.62% | — | +1.72% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.61% | — | +2.62% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.59% | — | +11.08% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.58% | — | +2.73% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.55% | — | +3.02% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.50% | — | +2.21% | |
| 24 | DFSEUR | Discover Financial Services | 股票-其他 | 1.42% | — | -0.46% | |
| 25 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.42% | — | +1.71% | |
| 26 | GS | Goldman Sachs Group INC | 股票-金融 | 1.40% | — | -1.81% | |
| 27 | RSG | Republic Services INC | 股票-工业 | 1.36% | — | -0.12% | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 1.35% | — | +1726.60% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.34% | — | +1.07% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.32% | — | +40.03% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 1.29% | — | +3.88% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.26% | — | -37.19% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.20% | — | +3.56% | |
| 34 | SPGI | S&p Global INC | 股票-金融 | 1.17% | — | +1155.38% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 1.11% | — | +0.72% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 1.09% | — | +13.40% | |
| 37 | C | Citigroup INC | 股票-金融 | 1.08% | — | -2.50% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.04% | — | +5.55% | |
| 39 | ROP | Roper Technologies INC | 股票-科技 | 1.01% | — | +6.86% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.98% | — | +2.36% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.95% | — | +0.86% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.92% | — | -1.15% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.89% | — | -1.64% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.88% | — | +0.94% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.87% | — | +28.18% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | — | +6.40% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.85% | — | +4.20% | |
| 48 | ZTS | Zoetis INC | 股票-医疗保健 | 0.81% | — | +13.42% | |
| 49 | HUM | Humana INC | 股票-医疗保健 | 0.79% | — | +1.44% | |
| 50 | EA | Electronic Arts INC | 股票-通信服务 | 0.76% | — | +3.38% |