CIK: 0001476225
申报总市值
US$7.3亿
仅显示前 200 大持股（共 487 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 | KMI | Kinder Morgan INC | 股票-能源 | 4.34% | — | -0.24% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.98% | — | -4.18% | |
| 3 | QCOM | Qualcomm INC | 股票-科技 | 3.84% | — | +0.04% | |
| 4 | OLED | Universal Display CORP | 股票-科技 | 3.02% | — | +4.20% | |
| 5 | MTD | Mettler-toledo International | 股票-医疗保健 | 2.90% | — | +2.36% | |
| 6 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.63% | — | +0.36% | |
| 7 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.59% | — | -1.44% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | — | -0.01% | |
| 9 | HD | Home Depot INC | 股票-周期性消费 | 2.32% | — | +0.77% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.19% | — | +1.02% | |
| 11 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.18% | — | -1.48% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.15% | — | +2.48% | |
| 13 | AKAM | Akamai Technologies INC | 股票-科技 | 1.91% | — | -0.92% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.85% | — | -34.42% | |
| 15 | HBAN | Huntington Bancshares INC | 股票-金融 | 1.82% | — | +0.69% | |
| 16 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 1.76% | — | -4.31% | |
| 17 | STAG | Stag Industrial INC | 股票-房地产 | 1.73% | — | -0.23% | |
| 18 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.64% | — | +0.75% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.51% | — | +1.76% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 1.48% | — | +0.29% | |
| 21 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.44% | — | — | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.41% | — | -0.54% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 1.39% | — | -1.27% | |
| 24 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.36% | — | -2.52% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | — | -0.60% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | -12.56% | |
| 27 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.19% | — | +46.93% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 1.17% | — | +0.78% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 1.14% | — | -0.90% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 1.12% | — | -0.21% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 1.01% | — | -3.23% | |
| 32 | ✓ | Mellanox Technologies LTD | 股票-其他 | 0.96% | — | -1.84% | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.94% | — | +0.34% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.91% | — | — | |
| 35 | MFC | Manulife Financial CORP | 股票-金融 | 0.90% | — | +6.96% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | — | -0.61% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | — | +0.27% | |
| 38 | HAS | Hasbro INC | 股票-周期性消费 | 0.85% | — | +0.27% | |
| 39 | WASH | Washington Trust Bancorp | 股票-其他 | 0.84% | — | -0.56% | |
| 40 | PWR | Quanta Services INC | 股票-工业 | 0.79% | — | +0.94% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.76% | — | — | |
| 42 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.72% | — | -31.57% | |
| 43 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.72% | — | +8.38% | |
| 44 | IR | Ingersoll-rand PLC | 股票-工业 | 0.71% | — | +0.85% | |
| 45 | WY | Weyerhaeuser Co | 股票-房地产 | 0.70% | — | +3.46% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | — | -10.62% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.67% | — | +4.52% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.67% | — | -12.16% | |
| 49 | BIGGQ | Big Lots INC | 股票-其他 | 0.67% | — | -34.15% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.59% | — | +3.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CHD | Church & Dwight Co INC | +0.4% | +0.75% | 加仓 |
| 2 | NXPI | NXP Semiconductors N.V. | +0.4% | +46.93% | 加仓 |
| 3 | MTD | Mettler-toledo International | +0.3% | +2.36% | 加仓 |
| 4 | ✓ | Mellanox Technologies LTD | +0.3% | -1.84% | 减仓 |
| 5 | CMCSA | Comcast Corp-class A | +0.2% | -1.48% | 减仓 |
| 6 | TMO | Thermo Fisher Scientific INC | +0.2% | +0.36% | 加仓 |
| 7 | XYL | Xylem INC | +0.2% | +6250.00% | 加仓 |
| 8 | DVYE | Ishares Emerging Markets Div | +0.1% | -4.31% | 减仓 |
| 9 | KMI | Kinder Morgan INC | +0.1% | -0.24% | 减仓 |
| 10 | STAG | Stag Industrial INC | +0.1% | -0.23% | 减仓 |
| 11 | EW | Edwards Lifesciences CORP | +0.1% | -1.44% | 减仓 |
| 12 | CSCO | Cisco Systems INC | +0.1% | +0.78% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.01% | 减仓 |
| 14 | ORCL | Oracle CORP | +0.1% | -0.54% | 减仓 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +0.27% | 加仓 |
| 16 | BAC | Bank Of America CORP | 0% | +1.02% | 加仓 |
| 17 | INDB | Independent Bank Corp/ma | 0% | — | 不变 |
| 18 | WASH | Washington Trust Bancorp | 0% | -0.56% | 减仓 |
| 19 | MFC | Manulife Financial CORP | — | +6.96% | 加仓 |
| 20 | JECUSD | Jacobs Engineering Group INC | 0% | +8.38% | 加仓 |
| 21 | HD | Home Depot INC | 0% | +0.77% | 加仓 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | -6.56% | 减仓 |
| 23 | TJX | Tjx Companies INC | 0% | +96.11% | 加仓 |
| 24 | AKAM | Akamai Technologies INC | 0% | -0.92% | 减仓 |
| 25 | ARMK | Aramark | -0.1% | +0.86% | 加仓 |
| 26 | OLED | Universal Display CORP | -0.1% | +4.20% | 加仓 |
| 27 | ROBO | Robo Global Robotics And Aut | -0.1% | -4.00% | 减仓 |
| 28 | EFA | Ishares Msci Eafe ETF | -0.1% | -4.18% | 减仓 |
| 29 | HAS | Hasbro INC | -0.1% | +0.27% | 加仓 |
| 30 | CELG | Celgene CORP | -0.1% | -13.25% | 减仓 |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -0.60% | 减仓 |
| 32 | HBAN | Huntington Bancshares INC | -0.1% | +0.69% | 加仓 |
| 33 | VO | Vanguard Mid-cap ETF | -0.1% | -12.16% | 减仓 |
| 34 | D | Dominion Energy, Inc. | -0.1% | -30.75% | 减仓 |
| 35 | VB | Vanguard Small-cap ETF | -0.1% | -10.62% | 减仓 |
| 36 | BOTZ | Global X Robotics & Artifici | -0.1% | -8.70% | 减仓 |
| 37 | ✓ | -0.1% | -8.94% | 减仓 | |
| 38 | WY | Weyerhaeuser Co | -0.1% | +3.46% | 加仓 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | -12.56% | 减仓 |
| 40 | APC3EUR | Anadarko Petroleum CORP | -0.2% | -0.84% | 减仓 |
| 41 | DVN | Devon Energy CORP | -0.2% | -1.93% | 减仓 |
| 42 | OXY | Occidental Petroleum CORP | -0.2% | -2.52% | 减仓 |
| 43 | QCOM | Qualcomm INC | -0.3% | +0.04% | 加仓 |
| 44 | SLB | Slb LTD | -0.3% | -10.88% | 减仓 |
| 45 | CVS | Cvs Health CORP | -0.4% | -31.57% | 减仓 |
| 46 | AAPL | Apple INC | -0.4% | +2.48% | 加仓 |
| 47 | DNREUR | Denbury Inc-pre Bankruptcy | -0.5% | +35.44% | 加仓 |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | -0.5% | -34.42% | 减仓 |
| 49 | BIGGQ | Big Lots INC | -0.6% | -34.15% | 减仓 |
| 50 | IUSV | Ishares Core S&p U.s. Value | — | NEW | 新建仓 |