CIK: 0001714346
申报总市值
US$4.4亿
仅显示前 200 大持股（共 695 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 | 16.88% | — | -3.56% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.11% | — | +15.66% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.63% | — | -0.41% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.02% | — | -1.66% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | — | -0.86% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.74% | — | -0.80% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.05% | — | — | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.81% | — | — | |
| 9 | EPD | Enterprise Products Partners | 股票-能源 | 1.80% | — | — | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.73% | — | -0.25% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.71% | — | — | |
| 12 | PGR | Progressive CORP | 股票-金融 | 1.58% | — | -0.06% | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.45% | — | -0.04% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | — | -1.21% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.23% | — | -0.42% | |
| 16 | ITW | Illinois Tool Works | 股票-工业 | 1.23% | — | -0.25% | |
| 17 | PYPL | Paypal Holdings INC | 股票-金融 | 1.23% | — | -0.11% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.23% | — | -0.70% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.17% | — | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.05% | — | -0.66% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.96% | — | -0.36% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.95% | — | -37.73% | |
| 23 | WEP | Magellan Midstream Partners | 股票-其他 | 0.89% | — | — | |
| 24 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.87% | — | -0.81% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.80% | — | -1.22% | |
| 26 | MRO* | Marathon Oil CORP | 股票-其他 | 0.74% | — | -0.07% | |
| 27 | DE | Deere & Co | 股票-工业 | 0.72% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.71% | — | -7.90% | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 0.66% | — | -0.55% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -2.11% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.64% | — | -0.43% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | — | -0.74% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.58% | — | -0.41% | |
| 34 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.58% | — | -0.18% | |
| 35 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.56% | — | — | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.56% | — | +0.20% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | -0.96% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | — | |
| 39 | VFC | Vf CORP | 股票-周期性消费 | 0.53% | — | -0.44% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.52% | — | — | |
| 41 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.51% | — | -0.85% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +80.97% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.50% | — | -0.60% | |
| 44 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.49% | — | -0.44% | |
| 45 | FITB | Fifth Third Bancorp | 股票-金融 | 0.48% | — | -0.10% | |
| 46 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.46% | — | -0.31% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | — | -1.54% | |
| 48 | UTXZ | United Tech CORP | 股票-其他 | 0.45% | — | -1.54% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.43% | — | +0.86% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.43% | — | -0.86% |