CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 1783 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 | XOM | Exxon Mobil CORP | 股票-能源 | 5.13% | +0.15% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.64% | -0.21% | — | |
| 3 | T | At&t INC | 股票-通信服务 | 2.01% | — | — | |
| 4 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.75% | — | — | |
| 5 | CAT | Caterpillar INC | 股票-工业 | 1.61% | — | — | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.27% | — | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | — | — | |
| 8 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 1.26% | — | — | |
| 9 | WPC | Wp Carey INC | 股票-房地产 | 1.25% | — | — | |
| 10 | VZ | Verizon Communications INC | 股票-通信服务 | 1.24% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.12% | +0.55% | — | |
| 12 | HES | Hess CORP | 股票-其他 | 1.11% | — | — | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | — | — | |
| 14 | HTAEUR | Healthcare Trust Of Ame-cl A | 股票-其他 | 1.04% | — | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.09% | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.36% | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | -0.10% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | — | |
| 20 | O | Realty Income CORP | 股票-房地产 | 0.94% | — | — | |
| 21 | COP | Conocophillips | 股票-能源 | 0.93% | — | — | |
| 22 | NSC | Norfolk Southern CORP | 股票-工业 | 0.86% | +0.32% | — | |
| 23 | ✓ | Accelerate Diagnostics Inc | 股票-其他 | 0.86% | — | — | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.85% | — | — | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 0.82% | — | — | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.76% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.70% | — | — | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | — | — | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.63% | — | — | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.61% | — | — | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | — | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.59% | — | — | |
| 33 | PDM | Piedmont Realty Trust INC | 股票-其他 | 0.59% | — | — | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | — | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.58% | +0.22% | — | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.58% | — | — | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.57% | — | — | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.53% | — | — | |
| 39 | RPAIUSD | Retail Properties Of Ame - A | 股票-其他 | 0.53% | — | — | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.52% | — | — | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.50% | — | — | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | — | |
| 43 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.47% | — | — | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | — | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.45% | — | — | |
| 46 | KMI | Kinder Morgan INC | 股票-能源 | 0.45% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.44% | — | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.42% | +1.14% | — |