CIK: 0001714346
申报总市值
US$4.4亿
仅显示前 200 大持股（共 676 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 18.45% | — | — | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.73% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.23% | — | — | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.22% | — | — | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.79% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | — | — | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.31% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | — | — | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.87% | — | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | — | — | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.59% | — | — | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.48% | — | — | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.42% | — | — | |
| 14 | ITW | Illinois Tool Works | 股票-工业 | 1.38% | — | — | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 1.35% | — | — | |
| 16 | ✓ | Brocade Communications Sys I | 股票-其他 | 1.34% | — | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | — | — | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.17% | — | — | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.08% | — | — | |
| 20 | DE | Deere & Co | 股票-工业 | 1.01% | — | — | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.94% | — | — | |
| 22 | PGR | Progressive CORP | 股票-金融 | 0.91% | — | — | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.77% | — | — | |
| 24 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.71% | — | — | |
| 25 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.65% | — | — | |
| 26 | WEP | Magellan Midstream Partners | 股票-其他 | 0.63% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | — | |
| 28 | MRO* | Marathon Oil CORP | 股票-其他 | 0.59% | — | — | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | — | |
| 30 | VFC | Vf CORP | 股票-周期性消费 | 0.59% | — | — | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 0.58% | — | — | |
| 32 | PSX | Phillips 66 | 股票-能源 | 0.57% | — | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | — | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.55% | — | — | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | — | — | |
| 37 | CELG | Celgene CORP | 股票-其他 | 0.53% | — | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | — | — | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | — | — | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | — | — | |
| 41 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.51% | — | — | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.50% | — | — | |
| 43 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.50% | — | — | |
| 44 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.49% | — | — | |
| 45 | PYPL | Paypal Holdings INC | 股票-金融 | 0.46% | — | — | |
| 46 | CP | Canadian Pacific Kansa F | 股票-工业 | 0.45% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.45% | — | — | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.43% | — | — | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.40% | — | — |