CIK: 0001633869
申报总市值
US$4.7亿
仅显示前 200 大持股（共 860 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 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.33% | — | +0.12% | |
| 2 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 2.00% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.93% | — | +0.12% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.79% | — | +0.35% | |
| 5 | AVGO | Broadcom Inc. | 股票-科技 | 1.76% | — | -0.50% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.72% | — | -56.95% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.70% | — | — | |
| 8 | AON | Aon plc | 股票-金融 | 1.62% | — | — | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.62% | — | +0.08% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.61% | — | -2.16% | |
| 11 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 1.60% | — | +0.06% | |
| 12 | MDT | Medtronic plc | 股票-医疗保健 | 1.59% | — | -1.59% | |
| 13 | ACN | Accenture plc | 股票-科技 | 1.55% | — | -0.66% | |
| 14 | DE | Deere & Co | 股票-工业 | 1.54% | — | -0.39% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.50% | — | +0.63% | |
| 16 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.47% | — | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | — | +14.97% | |
| 18 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 1.40% | — | +0.09% | |
| 19 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 1.38% | — | +0.28% | |
| 20 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 1.36% | — | -0.51% | |
| 21 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.29% | — | +17.91% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.24% | — | +1.96% | |
| 23 | DOX | Amdocs Limited | 股票-科技 | 1.23% | — | — | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.21% | — | +0.64% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.14% | — | +4.88% | |
| 26 | WM | Waste Management INC | 股票-工业 | 1.12% | — | +27.78% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.11% | — | +11.08% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | — | +5.17% | |
| 29 | AAPL | Apple INC | 股票-科技 | 1.09% | — | +20.72% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | — | +5.28% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.06% | — | +0.14% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.02% | — | -2.81% | |
| 33 | AKX | Ansys INC | 股票-其他 | 1.00% | — | -2.46% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.97% | — | -0.29% | |
| 35 | NUE | Nucor CORP | 股票-原材料 | 0.96% | — | +9.27% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.93% | — | +8.57% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | — | +7.12% | |
| 38 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.91% | — | +59.12% | |
| 39 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.91% | — | -0.05% | |
| 40 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.90% | — | +0.75% | |
| 41 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.87% | — | +25.01% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.86% | — | -0.38% | |
| 43 | CLX | Clorox Company | 股票-非周期性消费 | 0.86% | — | -1.15% | |
| 44 | AWK | American Water Works Co INC | 股票-公用事业 | 0.84% | — | +4.72% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.82% | — | -0.27% | |
| 46 | ✓ | Whole Foods Mkt INC | 股票-其他 | 0.79% | — | -1.20% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | — | +2.67% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.74% | — | +62.87% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | -0.40% | |
| 50 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.72% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABEV | Ambev Sa-adr | +0.5% | +5799.30% | 加仓 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +0.12% | 加仓 |
| 3 | CL | Colgate-palmolive Co | +0.3% | +59.12% | 加仓 |
| 4 | INTC | Intel CORP | +0.2% | +92.61% | 加仓 |
| 5 | ABBV | Abbvie INC | +0.2% | +670.34% | 加仓 |
| 6 | VZ | Verizon Communications INC | +0.2% | +62.87% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +96.72% | 加仓 |
| 8 | CB | Chubb Limited | +0.2% | +838.01% | 加仓 |
| 9 | ✓ | Whole Foods Mkt INC | +0.2% | -1.20% | 减仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +62.16% | 加仓 |
| 11 | ICLR | ICON Public Limited Company | +0.2% | +0.06% | 加仓 |
| 12 | WM | Waste Management INC | +0.2% | +27.78% | 加仓 |
| 13 | MCD | Mcdonald's CORP | +0.1% | +7.12% | 加仓 |
| 14 | WYNEUR | Wyndham Destinations INC | +0.1% | +41707.14% | 加仓 |
| 15 | EDU | New Oriental Education & Technology Group Inc. | +0.1% | — | 不变 |
| 16 | MSFT | Microsoft CORP | +0.1% | +14.97% | 加仓 |
| 17 | CVX | Chevron CORP | +0.1% | +123.93% | 加仓 |
| 18 | UL | Unilever PLC | +0.1% | +1793.80% | 加仓 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | +122.44% | 加仓 |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | +500.09% | 加仓 |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | +911.11% | 加仓 |
| 22 | AAPL | Apple INC | +0.1% | +20.72% | 加仓 |
| 23 | MDLZ | Mondelez International Inc-a | +0.1% | +220.24% | 加仓 |
| 24 | AMGN | Amgen INC | +0.1% | +96.64% | 加仓 |
| 25 | RF | Regions Financial CORP | +0.1% | +1397.27% | 加仓 |
| 26 | KEY | Keycorp | +0.1% | +6419.12% | 加仓 |
| 27 | CHRW | C.h. Robinson Worldwide INC | +0.1% | +86.95% | 加仓 |
| 28 | HDB | Hdfc Bank Ltd-adr | +0.1% | — | 不变 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +23.50% | 加仓 |
| 30 | KHC | Kraft Heinz Co/the | +0.1% | +25.01% | 加仓 |
| 31 | DE | Deere & Co | +0.1% | -0.39% | 减仓 |
| 32 | AON | Aon plc | 0% | — | 不变 |
| 33 | UNUSD | Unilever N V -ny Shares | 0% | -0.51% | 减仓 |
| 34 | ORCL | Oracle CORP | 0% | -0.29% | 减仓 |
| 35 | TMO | Thermo Fisher Scientific INC | 0% | -0.38% | 减仓 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +2.67% | 加仓 |
| 37 | AKX | Ansys INC | 0% | -2.46% | 减仓 |
| 38 | MDT | Medtronic plc | 0% | -1.59% | 减仓 |
| 39 | PEP | Pepsico INC | 0% | +5.17% | 加仓 |
| 40 | EWL | Ishares Msci Switzerland ETF | 0% | +0.09% | 加仓 |
| 41 | AVGO | Broadcom Inc. | -0.1% | -0.50% | 减仓 |
| 42 | TEVA | Teva Pharmaceutical-sp Adr | -0.7% | -95.81% | 减仓 |
| 43 | IWD | Ishares Russell 1000 Value E | -2.6% | -56.95% | 减仓 |
| 44 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建仓 |
| 45 | EVER | EverQuote, Inc. | — | EXIT | 清仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | — | NEW | 新建仓 |
| 48 | ✓ | Triangle Cap CORP | — | NEW | 新建仓 |
| 49 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | 新建仓 |
| 50 | IWO | Ishares Russell 2000 Growth | — | NEW | 新建仓 |