CIK: 0001599330
申报总市值
US$30.2亿
仅显示前 200 大持股（共 460 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 | 32.38% | +0.96% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 10.46% | — | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.09% | +0.24% | — | |
| 4 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 5.08% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.99% | -0.13% | — | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.69% | — | — | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | +0.12% | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.67% | -0.21% | — | |
| 9 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.52% | — | — | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | +0.10% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.29% | +0.07% | — | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.11% | — | — | |
| 13 | ✓ | Examworks Group INC | 股票-其他 | 1.02% | — | — | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.02% | +0.04% | — | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.98% | — | — | |
| 16 | GOOG | Alphabet A | 股票-通信服务 | 0.98% | — | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.82% | — | — | |
| 18 | IACIEUR | Iac/interactivecorp | 股票-其他 | 0.72% | — | — | |
| 19 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.71% | — | — | |
| 20 | MS | Morgan Stanley | 股票-金融 | 0.71% | — | — | |
| 21 | CELG | Celgene CORP | 股票-其他 | 0.63% | — | — | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.03% | — | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.59% | — | — | |
| 25 | T | At&t INC | 股票-通信服务 | 0.57% | — | — | |
| 26 | IR | Ingersoll-rand PLC | 股票-工业 | 0.57% | — | — | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.05% | — | |
| 29 | ROST | Ross Stores INC | 股票-周期性消费 | 0.50% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.42% | — | |
| 31 | VSIUSD | Vitamin Shoppe INC | 股票-其他 | 0.48% | — | — | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | — | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.03% | — | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | -0.05% | — | |
| 36 | AGO | Assured Guaranty Ltd. | 股票-金融 | 0.40% | — | — | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | — | |
| 38 | BBBYEUR | 20230930-dk-butterfly-1 INC | 股票-其他 | 0.35% | — | — | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.34% | — | — | |
| 40 | AXP | American Express Co | 股票-金融 | 0.33% | -0.03% | — | |
| 41 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.32% | — | — | |
| 42 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.32% | — | — | |
| 43 | GS | Goldman Sachs Group INC | 股票-金融 | 0.31% | — | — | |
| 44 | IDV | Ishares International Select | ETF-其他 | 0.31% | — | — | |
| 45 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.28% | — | — | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.28% | — | — | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.25% | — | — | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.24% | — | — | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.24% | — | — | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.24% | — | — |