CIK: 0001673815
申报总市值
US$6.5亿
仅显示前 200 大持股（共 857 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 | CCOR | Core Alternative ETF | ETF-其他 | 11.97% | — | -17.14% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.08% | — | -1.28% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.70% | — | +8.83% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.03% | — | -1.03% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.89% | — | +4.67% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.76% | — | -10.14% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.38% | — | -24.69% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.87% | — | +9.93% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.79% | — | +5.10% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.73% | — | -1.42% | |
| 11 | IDV | Ishares International Select | ETF-其他 | 1.70% | — | +75.79% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.62% | — | +147.61% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.18% | — | -11.59% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | — | -24.00% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.02% | — | +4.55% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | -6.93% | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 0.97% | — | -11.81% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.91% | — | -6.63% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.87% | — | -15.54% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | -11.16% | |
| 21 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.86% | — | +69.75% | |
| 22 | MO | Altria Group INC | 股票-非周期性消费 | 0.84% | — | -6.52% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | — | -8.51% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.82% | — | -23.83% | |
| 25 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.81% | — | -31.34% | |
| 26 | MMM | 3m Co | 股票-工业 | 0.81% | — | -13.01% | |
| 27 | NEE | Nextera Energy INC | 股票-公用事业 | 0.80% | — | -16.30% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | — | -20.47% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.80% | — | +7.67% | |
| 30 | SO | Southern Co/the | 股票-公用事业 | 0.80% | — | +0.84% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | — | -16.64% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.79% | — | -3.36% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | -2.20% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | — | -22.23% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.78% | — | +6.43% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | — | -6.72% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.76% | — | -73.07% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | — | -10.04% | |
| 39 | BR | Broadridge Financial Solutio | 股票-科技 | 0.72% | — | -23.74% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.71% | — | -9.71% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.70% | — | -6.75% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.70% | — | +12.60% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.69% | — | -8.66% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.69% | — | -27.77% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | -2.04% | |
| 46 | PAYX | Paychex INC | 股票-科技 | 0.69% | — | -18.01% | |
| 47 | WM | Waste Management INC | 股票-工业 | 0.69% | — | -20.15% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.68% | — | -10.66% | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.68% | — | -24.91% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.67% | — | -12.06% |