CIK: 0001599330
申报总市值
US$30.2亿
仅显示前 200 大持股（共 229 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 | 26.96% | +0.96% | +2.32% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.60% | — | +12.18% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.67% | +0.24% | +4.53% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.60% | +0.07% | +3.17% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.11% | -0.05% | +6.18% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.85% | +0.04% | +5.60% | |
| 7 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 2.58% | — | -3.47% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.40% | -0.13% | +9.17% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.21% | -0.21% | -0.50% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.21% | -0.17% | -0.84% | |
| 11 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.52% | -0.08% | +0.19% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | +0.10% | +25.08% | |
| 13 | IACIEUR | Iac/interactivecorp | 股票-其他 | 1.09% | — | — | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | +7.42% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.42% | +46.55% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.81% | — | +2.90% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.74% | — | +744.80% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | -0.11% | +8.04% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | -0.41% | +2.71% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | +0.12% | -5.58% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.05% | +37.15% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.03% | +2.67% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | -0.05% | +0.52% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.12% | +14.63% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.58% | +0.22% | -33.79% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | -0.41% | +4.31% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | +8.62% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.50% | — | +34.92% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.44% | — | +71.14% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | +5.76% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | +0.03% | +106.21% | |
| 32 | MMM | 3m Co | 股票-工业 | 0.39% | — | +41.44% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | +24.58% | |
| 34 | EPD | Enterprise Products Partners | 股票-能源 | 0.37% | — | +72.67% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.03% | +85.26% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | +173.96% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.36% | — | +8.94% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.36% | — | +8.00% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.35% | +0.03% | +122.16% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.32% | — | +30.24% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.31% | — | +4.26% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.29% | — | +2.85% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.29% | — | +49.40% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.28% | — | +66.56% | |
| 45 | ROST | Ross Stores INC | 股票-周期性消费 | 0.27% | — | +0.06% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.27% | — | +78.21% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.27% | — | +4.31% | |
| 48 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.26% | — | +0.31% | |
| 49 | TWTRUSD | Twitter INC | 股票-其他 | 0.25% | — | -1.54% | |
| 50 | NFLX | Netflix INC | 股票-通信服务 | 0.25% | — | -35.07% |