CIK: 0001599330
申报总市值
US$30.2亿
仅显示前 200 大持股（共 647 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 | 30.83% | +0.96% | +1.86% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.07% | — | +1.56% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.32% | +0.24% | +1.59% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.75% | +0.07% | +0.77% | |
| 5 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 3.48% | — | +2.89% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.39% | -0.05% | +7.78% | |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.72% | +0.04% | +3.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.39% | -0.13% | -0.06% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.28% | -0.21% | -1.48% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.95% | -0.17% | +0.69% | |
| 11 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.12% | -0.08% | -1.02% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.10% | +1.02% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | +0.69% | |
| 14 | T | At&t INC | 股票-通信服务 | 0.96% | — | -0.17% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.94% | — | +1.86% | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.90% | — | -0.38% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.12% | -1.49% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.71% | — | -0.54% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.58% | +0.22% | +247.06% | |
| 20 | IACIEUR | Iac/interactivecorp | 股票-其他 | 0.57% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.03% | +2.38% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | -0.41% | +0.58% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | -0.41% | -3.58% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | — | -3.64% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | — | -8.92% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | +0.12% | +41.24% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 0.46% | — | -8.95% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | — | +3.82% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | -0.42% | +0.53% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | — | +0.07% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | -0.05% | -4.91% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | -1.88% | |
| 33 | ROST | Ross Stores INC | 股票-周期性消费 | 0.35% | — | +0.01% | |
| 34 | CELG | Celgene CORP | 股票-其他 | 0.35% | — | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.34% | -0.05% | +87.28% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | +0.35% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.29% | — | -1.83% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.28% | — | +0.44% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.27% | — | -0.45% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.27% | — | +24.72% | |
| 41 | NFLX | Netflix INC | 股票-通信服务 | 0.26% | — | — | |
| 42 | WEP | Magellan Midstream Partners | 股票-其他 | 0.25% | — | +2.29% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.25% | +0.03% | +5.21% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.25% | -0.11% | +24.12% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.25% | — | +11.97% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.24% | — | -4.05% | |
| 47 | MO | Altria Group INC | 股票-非周期性消费 | 0.24% | — | -5.78% | |
| 48 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.24% | — | +0.17% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.23% | — | -8.18% | |
| 50 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.22% | — | — |