CIK: 0001633869
申报总市值
US$4.7亿
仅显示前 200 大持股（共 318 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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.89% | — | -3.68% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 3.25% | — | +58.45% | |
| 3 | ACN | Accenture plc | 股票-科技 | 2.84% | — | +52.04% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.70% | — | +5.68% | |
| 5 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 2.62% | — | -7.39% | |
| 6 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 2.50% | — | +23.54% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.14% | — | -4.54% | |
| 8 | PDM | Piedmont Realty Trust, Inc. | 股票-其他 | 2.13% | — | +0.62% | |
| 9 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.07% | — | +17.17% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 1.97% | — | +68.17% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.93% | — | +58.83% | |
| 12 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 1.93% | — | +47.88% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.89% | — | +15.70% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | — | -2.77% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 1.68% | — | +75.91% | |
| 16 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.67% | — | +56.70% | |
| 17 | DE | Deere & Co | 股票-工业 | 1.66% | — | +88.46% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.64% | — | +6.30% | |
| 19 | WM | Waste Management INC | 股票-工业 | 1.56% | — | +0.95% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.54% | — | +7.58% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.53% | — | +5.74% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.52% | — | +0.19% | |
| 23 | AWK | American Water Works Co INC | 股票-公用事业 | 1.46% | — | +7.12% | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.44% | — | +0.13% | |
| 25 | NUE | Nucor CORP | 股票-原材料 | 1.34% | — | +63.99% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 1.34% | — | +25.53% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.25% | — | -2.06% | |
| 28 | ✓ | 股票-其他 | 1.25% | — | +59.00% | ||
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.24% | — | +13821.11% | |
| 30 | AKX | Ansys INC | 股票-其他 | 1.23% | — | +9.01% | |
| 31 | RY | Royal Bank Of Canada | 股票-金融 | 1.21% | — | -2.07% | |
| 32 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 1.20% | — | -4.53% | |
| 33 | CLX | Clorox Company | 股票-非周期性消费 | 1.14% | — | -1.76% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.12% | — | +2.97% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 1.10% | — | -2.37% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.02% | — | +64.83% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +26.06% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.00% | — | -0.78% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.99% | — | — | |
| 40 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.96% | — | +8.69% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.93% | — | +0.19% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.91% | — | +13.72% | |
| 43 | ✓ | Powershares ETF Trust | ETF-其他 | 0.91% | — | -36.55% | |
| 44 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.88% | — | +54.45% | |
| 45 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.85% | — | -2.46% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.84% | — | -11.66% | |
| 47 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.81% | — | -0.41% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.74% | — | -2.46% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.70% | — | -6.16% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | -29.35% |