CIK: 0001633869
申报总市值
US$4.7亿
仅显示前 200 大持股（共 683 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.91% | — | +12.01% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 2.78% | — | +23.28% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.69% | — | +5.62% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | — | -2.75% | |
| 5 | ACN | Accenture plc | 股票-科技 | 2.36% | — | -0.69% | |
| 6 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 2.07% | — | +1.55% | |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.07% | — | +13.29% | |
| 8 | DE | Deere & Co | 股票-工业 | 1.96% | — | -8.49% | |
| 9 | AWK | American Water Works Co INC | 股票-公用事业 | 1.92% | — | -0.21% | |
| 10 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 1.90% | — | +3.58% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.81% | — | -0.66% | |
| 12 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 1.74% | — | +0.41% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | — | +0.12% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.70% | — | -2.34% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.69% | — | -1.69% | |
| 16 | AKX | Ansys INC | 股票-其他 | 1.66% | — | -1.55% | |
| 17 | WM | Waste Management INC | 股票-工业 | 1.65% | — | -1.75% | |
| 18 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 1.60% | — | -4.53% | |
| 19 | PSA | Public Storage | 股票-房地产 | 1.55% | — | +2.00% | |
| 20 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.52% | — | +1.33% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 1.51% | — | -2.67% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.47% | — | +0.95% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.47% | — | +2.69% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.47% | — | +6.46% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.47% | — | +3.97% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.35% | — | +12.90% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.34% | — | -4.55% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.31% | — | -2.31% | |
| 29 | CLX | Clorox Company | 股票-非周期性消费 | 1.29% | — | +0.32% | |
| 30 | TGT | Target CORP | 股票-周期性消费 | 1.28% | — | +6.33% | |
| 31 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.27% | — | +5.19% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 1.26% | — | +5.98% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.25% | — | -1.01% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 1.23% | — | +5.19% | |
| 35 | NUE | Nucor CORP | 股票-原材料 | 1.17% | — | -11.66% | |
| 36 | INTC | Intel CORP | 股票-科技 | 1.10% | — | +5.99% | |
| 37 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.06% | — | -1.58% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.99% | — | +7.15% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.99% | — | +1.94% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.98% | — | +1.50% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.94% | — | -0.01% | |
| 42 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.93% | — | +16.77% | |
| 43 | AAPL | Apple INC | 股票-科技 | 0.90% | — | -1.38% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.74% | — | +4.06% | |
| 45 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.70% | — | +11.04% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.66% | — | +194.45% | |
| 47 | BMI | Badger Meter INC | 股票-科技 | 0.61% | — | -17.45% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | — | +0.94% | |
| 49 | FDS | Factset Research Systems INC | 股票-金融 | 0.53% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | -0.28% |