CIK: 0001633869
申报总市值
US$4.7亿
仅显示前 200 大持股（共 870 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 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.32% | — | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.06% | — | +6.57% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.95% | — | +0.09% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.92% | — | +5.20% | |
| 5 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 1.88% | — | — | |
| 6 | AVGO | Broadcom Inc. | 股票-科技 | 1.82% | — | +2.50% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.79% | — | -3.92% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.73% | — | +1.82% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.65% | — | +4.21% | |
| 10 | MDT | Medtronic plc | 股票-医疗保健 | 1.60% | — | -0.91% | |
| 11 | AON | Aon plc | 股票-金融 | 1.59% | — | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.55% | — | — | |
| 13 | DE | Deere & Co | 股票-工业 | 1.49% | — | -0.45% | |
| 14 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 1.47% | — | +3.27% | |
| 15 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 1.43% | — | — | |
| 16 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 1.43% | — | +3.13% | |
| 17 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.40% | — | — | |
| 18 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 1.34% | — | +5.61% | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.32% | — | +15.27% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | — | +4.25% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.29% | — | +3.30% | |
| 22 | DOX | Amdocs Limited | 股票-科技 | 1.27% | — | — | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.27% | — | +1.20% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.26% | — | +4.96% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.21% | — | +8.24% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.16% | — | +67.82% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.13% | — | +1.44% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 1.10% | — | +3.77% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.10% | — | -4.39% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | +2.47% | |
| 31 | NUE | Nucor CORP | 股票-原材料 | 0.99% | — | +3.50% | |
| 32 | AKX | Ansys INC | 股票-其他 | 0.99% | — | +3.76% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.99% | — | +6.36% | |
| 34 | CLX | Clorox Company | 股票-非周期性消费 | 0.96% | — | +0.37% | |
| 35 | WM | Waste Management INC | 股票-工业 | 0.95% | — | -0.34% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.95% | — | +0.54% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.94% | — | +1.23% | |
| 38 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.94% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.89% | — | -1.39% | |
| 40 | AWK | American Water Works Co INC | 股票-公用事业 | 0.88% | — | +14.85% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.84% | — | +1.36% | |
| 42 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.81% | — | +62.09% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.80% | — | +6.54% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | — | -2.09% | |
| 45 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.77% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | -8.19% | |
| 47 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.75% | — | +30.58% | |
| 48 | RY | Royal Bank Of Canada | 股票-金融 | 0.74% | — | +0.47% | |
| 49 | EVER | EverQuote, Inc. | 股票-其他 | 0.72% | — | — | |
| 50 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.71% | — | +0.89% |