CIK: 0001633869
申报总市值
US$4.7亿
仅显示前 200 大持股（共 809 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 | 2.86% | — | +2.28% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 2.67% | — | +0.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.58% | — | -1.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | — | -4.42% | |
| 5 | ACN | Accenture plc | 股票-科技 | 2.30% | — | -0.60% | |
| 6 | DE | Deere & Co | 股票-工业 | 2.09% | — | +9.60% | |
| 7 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 2.09% | — | +4.55% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.04% | — | +1.95% | |
| 9 | AWK | American Water Works Co INC | 股票-公用事业 | 1.92% | — | -3.80% | |
| 10 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 1.90% | — | +0.53% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.79% | — | +0.30% | |
| 12 | WM | Waste Management INC | 股票-工业 | 1.71% | — | -0.61% | |
| 13 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 1.70% | — | +0.57% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.65% | — | +12.75% | |
| 15 | PSA | Public Storage | 股票-房地产 | 1.64% | — | +3.15% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.63% | — | +9.36% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.62% | — | +25.65% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.61% | — | -1.99% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.60% | — | +3.03% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.59% | — | -0.61% | |
| 21 | AKX | Ansys INC | 股票-其他 | 1.58% | — | -9.04% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.57% | — | -2.17% | |
| 23 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 1.50% | — | -3.72% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 1.46% | — | -0.90% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.46% | — | -2.76% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 1.46% | — | +27.95% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 1.45% | — | +3.32% | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 1.37% | — | +6.15% | |
| 29 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.35% | — | +8.48% | |
| 30 | NUE | Nucor CORP | 股票-原材料 | 1.27% | — | +23.00% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.25% | — | -1.81% | |
| 32 | CLX | Clorox Company | 股票-非周期性消费 | 1.24% | — | +7.68% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.24% | — | -5.91% | |
| 34 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.23% | — | +39.70% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.23% | — | -6.47% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 1.17% | — | -0.47% | |
| 37 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.15% | — | +18.07% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.04% | — | +2.44% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.97% | — | +6.46% | |
| 40 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.93% | — | +71.94% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.91% | — | -1.93% | |
| 42 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.89% | — | -2.19% | |
| 43 | AAPL | Apple INC | 股票-科技 | 0.89% | — | +0.74% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.87% | — | -0.93% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.73% | — | +2.30% | |
| 46 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.72% | — | +15.69% | |
| 47 | BMI | Badger Meter INC | 股票-科技 | 0.63% | — | +2.72% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | +41.79% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | — | +0.76% | |
| 50 | ABEV | Ambev Sa-adr | 股票-非周期性消费 | 0.54% | — | +3.28% |