CIK: 0001706016
申报总市值
US$3.3亿
| # | 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 | 3.46% | -0.67% | -5.54% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.15% | -0.28% | -0.26% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.67% | -0.27% | +0.89% | |
| 4 | HD | Home Depot INC | 股票-周期性消费 | 2.61% | -0.09% | -0.26% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.51% | +0.14% | +1.91% | |
| 6 | INTC | Intel CORP | 股票-科技 | 2.44% | — | -5.32% | |
| 7 | DUK | Duke Energy CORP | 股票-公用事业 | 2.25% | +0.21% | +0.34% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.19% | -0.12% | — | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.12% | +0.31% | -0.17% | |
| 10 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.98% | -0.24% | -0.55% | |
| 11 | VMC | Vulcan Materials Co | 股票-原材料 | 1.97% | -0.09% | +0.98% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.91% | — | -9.42% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.88% | +0.16% | -0.06% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | — | -3.09% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.81% | -0.09% | +3.32% | |
| 16 | AMGN | Amgen INC | 股票-医疗保健 | 1.80% | +0.09% | +1.79% | |
| 17 | PSX | Phillips 66 | 股票-能源 | 1.78% | — | +1.99% | |
| 18 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.74% | — | -0.08% | |
| 19 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.72% | — | +18.50% | |
| 20 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.69% | — | +2.33% | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 1.63% | +0.13% | -1.05% | |
| 22 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.63% | — | +1.40% | |
| 23 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.59% | — | +2.76% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.45% | — | +2.09% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.44% | — | -0.22% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 1.43% | — | +2.96% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.38% | +0.16% | -0.17% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.30% | -0.14% | -4.34% | |
| 29 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.25% | — | +14.89% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 1.21% | — | — | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 1.18% | +0.20% | +2.06% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 1.18% | +0.38% | +4.68% | |
| 33 | AMAT | Applied Materials INC | 股票-科技 | 1.16% | +0.29% | +0.94% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.15% | — | +3.59% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 1.14% | -0.35% | +1.22% | |
| 36 | MPT | Medical Properties Trust INC | 股票-房地产 | 1.13% | — | +2.11% | |
| 37 | NHI | Natl Health Investors INC | 股票-其他 | 1.13% | — | +0.10% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | — | +0.33% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 1.08% | — | +2.14% | |
| 40 | T | At&t INC | 股票-通信服务 | 1.01% | — | -0.36% | |
| 41 | WY | Weyerhaeuser Co | 股票-房地产 | 1.00% | — | +1.91% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.94% | — | +2.91% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.61% | +5.35% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.88% | — | +1.85% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.84% | — | +4.79% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | -0.20% | +5.26% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.82% | -0.10% | +3.13% | |
| 48 | CSX | Csx CORP | 股票-工业 | 0.78% | +0.10% | -0.14% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.78% | — | +1.47% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.77% | -0.14% | +2.59% |