CIK: 0001518320
申报总市值
US$6515.1万
仅显示前 200 大持股（共 231 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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 10.01% | — | — | |
| 2 | PLMKW | Plum Acquisition Corp. IV | 股票-其他 | 7.52% | — | — | |
| 3 | ✓ | 股票-其他 | 7.19% | — | — | ||
| 4 | KMI | Kinder Morgan, Inc. | 股票-能源 | 6.98% | — | — | |
| 5 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 6.25% | — | — | |
| 6 | GOOG | Alphabet A | 股票-通信服务 | 4.85% | — | — | |
| 7 | CSCO | Cisco Systems INC | 股票-科技 | 4.72% | — | — | |
| 8 | MMM | 3m Co | 股票-工业 | 4.44% | — | — | |
| 9 | ✓ | Apache CORP | 股票-其他 | 4.28% | — | — | |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 4.22% | — | — | |
| 11 | ✓ | Duke Energy Corp New | 股票-其他 | 3.83% | — | — | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 3.63% | — | — | |
| 13 | SO | Southern Co/the | 股票-公用事业 | 3.29% | — | — | |
| 14 | NOC | Northrop Grumman CORP | 股票-工业 | 3.11% | — | — | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.96% | — | — | |
| 16 | TWXCHF | Time Warner INC | 股票-其他 | 2.90% | — | — | |
| 17 | LAZ | Lazard, Inc. | 股票-金融 | 2.81% | — | — | |
| 18 | TPR | Tapestry, Inc. | 股票-周期性消费 | 2.76% | — | — | |
| 19 | TJX | Tjx Companies INC | 股票-周期性消费 | 2.65% | — | — | |
| 20 | DVN | Devon Energy CORP | 股票-能源 | 1.70% | — | — | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.19% | — | — | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.73% | — | — | |
| 23 | T | At&t INC | 股票-通信服务 | 0.47% | — | — | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | — | — | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | — | — | |
| 26 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.34% | — | — | |
| 27 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 0.32% | — | — | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.28% | — | — | |
| 29 | AAPL | Apple Computer | 股票-科技 | 0.24% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.21% | — | — | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.19% | — | — | |
| 32 | CENTA | Central Garden & Pet Company | 股票-其他 | 0.18% | — | — | |
| 33 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.17% | — | — | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.15% | — | — | |
| 35 | MSFT | Microsoft Corporation | 股票-科技 | 0.15% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.15% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.14% | — | — | |
| 38 | TROW | T Rowe Price Group INC | 股票-金融 | 0.14% | — | — | |
| 39 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.13% | — | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | — | — | |
| 41 | EGBN | Eagle Bancorp INC | 股票-其他 | 0.13% | — | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.12% | — | — | |
| 43 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.11% | — | — | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.11% | — | — | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.11% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.10% | — | — | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.09% | — | — | |
| 48 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.09% | — | — | |
| 49 | UTXZ | United Tech CORP | 股票-其他 | 0.09% | — | — | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.09% | — | — |