CIK: 0001691827
申报总市值
US$63.7亿
仅显示前 200 大持股（共 327 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.53% | -0.09% | +2.24% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.89% | -0.09% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.64% | +1.49% | |
| 4 | MA | Mastercard INC - A | 股票-金融 | 2.19% | -0.14% | -0.62% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.17% | +0.52% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 2.03% | — | -5.61% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.02% | — | +0.02% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | -0.50% | -4.00% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.93% | — | +3.00% | |
| 10 | INTC | Intel CORP | 股票-科技 | 1.74% | — | -0.59% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.73% | -0.13% | -0.19% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.71% | — | -0.10% | |
| 13 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.69% | — | -0.13% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.65% | +0.20% | -1.03% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.46% | +0.22% | +0.30% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.45% | +0.23% | -1.30% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.44% | -0.10% | +12.58% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | +0.11% | +0.98% | |
| 19 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.34% | — | -1.39% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.34% | +0.12% | +2.52% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.32% | — | -0.10% | |
| 22 | ROP | Roper Technologies INC | 股票-科技 | 1.26% | — | -0.22% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 1.22% | — | -1.21% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 1.19% | — | +0.86% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.13% | — | -0.67% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.12% | — | +0.92% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.06% | — | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 1.04% | — | — | |
| 29 | VLO | Valero Energy CORP | 股票-能源 | 1.02% | — | -3.83% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.18% | +1.21% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.87% | +0.22% | +1.07% | |
| 32 | EMLP | First Trust North American E | ETF-其他 | 0.85% | +0.24% | -2.01% | |
| 33 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.85% | — | — | |
| 34 | FISV | Fiserv INC | 股票-其他 | 0.84% | — | +0.62% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.20% | -1.12% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工业 | 0.79% | — | +3.73% | |
| 38 | HUM | Humana INC | 股票-医疗保健 | 0.79% | — | +4.25% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.75% | — | +6.46% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | — | +0.05% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 0.72% | — | -0.80% | |
| 42 | BIIB | Biogen INC | 股票-医疗保健 | 0.71% | — | +0.05% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.70% | — | +0.86% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | — | +0.84% | |
| 45 | ALL | Allstate CORP | 股票-金融 | 0.66% | — | — | |
| 46 | EOG | Eog Resources INC | 股票-能源 | 0.64% | -0.08% | +0.84% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.63% | — | -5.00% | |
| 48 | CELG | Celgene CORP | 股票-其他 | 0.61% | — | +9.90% | |
| 49 | C | Citigroup INC | 股票-金融 | 0.61% | — | +2.67% | |
| 50 | AMP | Ameriprise Financial INC | 股票-金融 | 0.61% | — | -4.18% |