CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 211 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 12.57% | +0.49% | +0.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.16% | -0.52% | -0.35% | |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 9.74% | — | -0.91% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.66% | — | +0.74% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.87% | -0.08% | -2.58% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 4.27% | +0.13% | +4.86% | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 3.99% | — | -0.46% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 2.37% | -0.13% | +12.88% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.26% | -0.10% | -1.72% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.25% | — | -2.58% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.99% | -0.06% | +0.41% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.98% | -0.05% | -2.35% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | +0.17% | +29.49% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.62% | -0.02% | +19.58% | |
| 15 | T | At&t INC | 股票-通信服务 | 1.60% | +0.04% | +8.07% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.56% | — | +3.24% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.17% | +0.03% | -8.72% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.09% | -0.02% | +0.23% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.65% | -0.27% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.19% | +3.92% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | — | +0.57% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.87% | +0.07% | +48.70% | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.87% | — | +1.33% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | -0.07% | +3.86% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.77% | — | -1.20% | |
| 26 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.76% | +0.05% | -5.58% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | -0.04% | -10.12% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.61% | -0.13% | +0.74% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | +15.52% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | +0.69% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | +0.06% | +6.06% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.02% | +51.35% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.48% | — | +0.27% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | +0.03% | +11.49% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.47% | — | -2.17% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.43% | — | +539.17% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.42% | -0.06% | +79.13% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.42% | +0.06% | +65.85% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | — | +1.48% | |
| 40 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.37% | — | +0.57% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.09% | +70.07% | |
| 42 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.35% | — | +1.14% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.35% | +0.10% | +168.91% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | — | -5.12% | |
| 45 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.34% | -0.15% | EXIT | |
| 46 | CSX | Csx CORP | 股票-工业 | 0.33% | — | -4.53% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.32% | — | +50.06% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.30% | -0.05% | +68.78% | |
| 49 | PPG | Ppg Industries INC | 股票-原材料 | 0.30% | — | +0.24% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.28% | — | +13.00% |