CIK: 0001686242
申报总市值
US$10.7亿
仅显示前 200 大持股（共 454 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 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -1.35% | -5.86% | |
| 2 | VZ | Verizon Communications INC | 股票-通信服务 | 2.56% | +0.32% | -1.91% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.46% | +2.39% | NEW | |
| 4 | CSCO | Cisco Systems INC | 股票-科技 | 2.05% | +0.47% | NEW | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.00% | — | +8.74% | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 1.99% | — | +1.79% | |
| 7 | NEE | Nextera Energy INC | 股票-公用事业 | 1.94% | — | +0.96% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.89% | — | +23.56% | |
| 9 | TXN | Texas Instruments INC | 股票-科技 | 1.85% | — | +2.82% | |
| 10 | T | At&t INC | 股票-通信服务 | 1.83% | +0.24% | +3.58% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | — | -3.49% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | — | -7.11% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 1.55% | — | +1.38% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.51% | -0.74% | -3.45% | |
| 15 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.48% | — | +13.12% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | — | — | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.31% | — | +0.53% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.28% | — | +14.10% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.28% | — | +0.33% | |
| 20 | VLO | Valero Energy CORP | 股票-能源 | 1.27% | — | +3.32% | |
| 21 | SH1USD | Proshares Short S&p500 | ETF-其他 | 1.22% | — | +3.50% | |
| 22 | OKE | Oneok INC | 股票-能源 | 1.21% | +0.27% | +1.10% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | — | — | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 1.18% | — | -0.01% | |
| 25 | PNW | Pinnacle West Capital | 股票-公用事业 | 1.11% | — | +3.23% | |
| 26 | PLD | Prologis INC | 股票-房地产 | 1.03% | — | +3.13% | |
| 27 | ADBE | Adobe INC | 股票-科技 | 1.03% | — | — | |
| 28 | BHK | Blackrock Core Bond Trust | 股票-其他 | 1.03% | — | +27.14% | |
| 29 | TGT | Target CORP | 股票-周期性消费 | 1.02% | — | +21.30% | |
| 30 | KO | The Coca-Cola Company | 股票-非周期性消费 | 1.01% | — | +19.43% | |
| 31 | DSL | Doubleline Income Solutions | 股票-其他 | 0.99% | — | +26.59% | |
| 32 | CCI | Crown Castle INC | 股票-房地产 | 0.98% | — | +2.94% | |
| 33 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.98% | — | +12.21% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | -1.43% | -35.18% | |
| 35 | CELG | Celgene CORP | 股票-其他 | 0.95% | — | +15.51% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.95% | — | -1.30% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.95% | — | -12.19% | |
| 38 | PGR | Progressive CORP | 股票-金融 | 0.94% | +0.32% | NEW | |
| 39 | GLW | Corning INC | 股票-科技 | 0.92% | — | +22.58% | |
| 40 | VTR | Ventas INC | 股票-房地产 | 0.88% | — | +6.77% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.85% | — | +14.22% | |
| 42 | NDAQ | Nasdaq INC | 股票-金融 | 0.85% | — | -6.16% | |
| 43 | FISV | Fiserv INC | 股票-其他 | 0.83% | — | -5.97% | |
| 44 | KMI | Kinder Morgan INC | 股票-能源 | 0.82% | +0.29% | +8.40% | |
| 45 | EPD | Enterprise Products Partners | 股票-能源 | 0.81% | — | +1.50% | |
| 46 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 0.79% | — | +12.24% | |
| 47 | WEP | Magellan Midstream Partners | 股票-其他 | 0.76% | — | +1.56% | |
| 48 | AIVEUR | Apartment Invt & Mgmt Co -a | 股票-其他 | 0.75% | — | +7.10% | |
| 49 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.75% | -0.64% | EXIT | |
| 50 | RTN1USD | Raytheon Company | 股票-其他 | 0.74% | — | -6.80% |