CIK: 0001758087
申报总市值
US$3.0亿
仅显示前 200 大持股（共 458 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.60% | -0.28% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.09% | +0.37% | +0.43% | |
| 3 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.84% | — | +2.79% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.80% | -0.12% | +8.14% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.41% | +0.07% | +0.04% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.40% | -0.17% | +0.52% | |
| 7 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.32% | +0.20% | -0.07% | |
| 8 | UL | Unilever PLC | 股票-非周期性消费 | 2.30% | -0.03% | -0.24% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.25% | +0.06% | +0.25% | |
| 10 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 2.09% | -0.05% | -0.03% | |
| 11 | NKE | Nike INC -cl B | 股票-周期性消费 | 2.09% | +0.16% | -3.29% | |
| 12 | DHR | Danaher CORP | 股票-医疗保健 | 1.98% | +0.17% | -0.93% | |
| 13 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 1.88% | — | +1.71% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 1.57% | -0.01% | +2.25% | |
| 15 | T | At&t INC | 股票-通信服务 | 1.53% | — | +8.12% | |
| 16 | BAX | Baxter International INC | 股票-医疗保健 | 1.51% | — | -2.05% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.50% | -0.10% | +2.51% | |
| 18 | MO | Altria Group INC | 股票-非周期性消费 | 1.49% | — | +1.16% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.46% | +0.05% | +8.85% | |
| 20 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.45% | -0.02% | +2.21% | |
| 21 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.44% | — | +2.02% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 1.37% | — | +3.84% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | -0.18% | -0.45% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.33% | -0.03% | +0.70% | |
| 25 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.32% | — | -0.32% | |
| 26 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 1.32% | — | +5.59% | |
| 27 | SYY | Sysco CORP | 股票-非周期性消费 | 1.32% | — | -0.31% | |
| 28 | BBTUSD | Bb&t CORP | 股票-其他 | 1.32% | — | +0.30% | |
| 29 | CFFN | Capitol Federal Financial In | 股票-其他 | 1.32% | — | -3.06% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 1.21% | -0.28% | -1.55% | |
| 31 | LUV | Southwest Airlines Co | 股票-工业 | 1.18% | — | +0.49% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 1.17% | — | +1.20% | |
| 33 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.16% | — | -14.84% | |
| 34 | FFBC | First Financial Bancorp | 股票-其他 | 1.15% | — | -1.52% | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.11% | — | -1.24% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.10% | +0.06% | — | |
| 37 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.07% | -0.20% | +20.14% | |
| 38 | PBCTEUR | People's United Financial | 股票-其他 | 1.05% | — | — | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 1.05% | — | -0.96% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.03% | +0.03% | -0.38% | |
| 41 | TD | Toronto-dominion Bank | 股票-金融 | 1.03% | — | -0.28% | |
| 42 | CERNCHF | Cerner CORP | 股票-其他 | 1.03% | — | -0.58% | |
| 43 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.96% | — | +0.48% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.96% | — | -1.75% | |
| 45 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.92% | — | -1.91% | |
| 46 | AYI | Acuity INC | 股票-工业 | 0.90% | — | -17.02% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | — | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.84% | — | +34.45% | |
| 49 | BP | Bp Plc-spons Adr | 股票-能源 | 0.82% | — | -0.42% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | +0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BDX | Becton Dickinson And Co | +0.3% | +2.79% | 加仓 |
| 2 | NKE | Nike INC -cl B | +0.2% | -3.29% | 减仓 |
| 3 | AAPL | Apple INC | +0.2% | +0.43% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.52% | 加仓 |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.14% | 加仓 |
| 6 | SYY | Sysco CORP | +0.1% | -0.31% | 减仓 |
| 7 | ADP | Automatic Data Processing | +0.1% | -0.96% | 减仓 |
| 8 | BAX | Baxter International INC | +0.1% | -2.05% | 减仓 |
| 9 | GS | Goldman Sachs Group INC | +0.1% | +34.45% | 加仓 |
| 10 | CBZ | Cbiz INC | +0.1% | +1609.40% | 加仓 |
| 11 | IRM | Iron Mountain INC | +0.1% | +29.54% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -0.45% | 减仓 |
| 13 | GILD | Gilead Sciences INC | +0.1% | +20.14% | 加仓 |
| 14 | COP | Conocophillips | +0.1% | — | 不变 |
| 15 | GSBD | Goldman Sachs Bdc INC | +0.1% | +27.69% | 加仓 |
| 16 | BP | Bp Plc-spons Adr | +0.1% | -0.42% | 减仓 |
| 17 | VZ | Verizon Communications INC | +0.1% | +2.25% | 加仓 |
| 18 | DEO | Diageo Plc-sponsored Adr | 0% | -0.03% | 减仓 |
| 19 | MSFT | Microsoft CORP | 0% | — | 不变 |
| 20 | DGX | Quest Diagnostics INC | 0% | -1.91% | 减仓 |
| 21 | HD | Home Depot INC | 0% | — | 不变 |
| 22 | DIS | Walt Disney Co/the | 0% | +0.70% | 加仓 |
| 23 | CFFN | Capitol Federal Financial In | 0% | -3.06% | 减仓 |
| 24 | DD | DuPont de Nemours, Inc. | 0% | -0.32% | 减仓 |
| 25 | JPM | Jpmorgan Chase & Co | -0.1% | — | 不变 |
| 26 | BCE | Bce INC | -0.1% | -1.97% | 减仓 |
| 27 | ABBV | Abbvie INC | -0.1% | -1.55% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.1% | +2.51% | 加仓 |
| 29 | T | At&t INC | -0.1% | +8.12% | 加仓 |
| 30 | TAP | Molson Coors Beverage Co - B | -0.1% | +5.59% | 加仓 |
| 31 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -2.99% | 减仓 |
| 32 | YUM | Yum! Brands INC | -0.2% | -5.07% | 减仓 |
| 33 | MMM | 3m Co | -0.2% | -1.75% | 减仓 |
| 34 | LUV | Southwest Airlines Co | -0.2% | +0.49% | 加仓 |
| 35 | MO | Altria Group INC | -0.2% | +1.16% | 加仓 |
| 36 | SBUX | Starbucks CORP | -0.2% | +8.85% | 加仓 |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | -0.2% | +1.71% | 加仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.04% | 加仓 |
| 39 | PM | Philip Morris International | -0.3% | +3.84% | 加仓 |
| 40 | AYI | Acuity INC | -0.5% | -17.02% | 减仓 |
| 41 | BTI | British American Tob-sp Adr | -0.5% | -14.84% | 减仓 |
| 42 | AIG | American International Group | -0.5% | -64.03% | 减仓 |
| 43 | AHL-PF | Aspen Insurance Holdings Limited | -0.6% | -50.23% | 减仓 |
| 44 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 45 | LYB | LyondellBasell Industries N.V. | — | EXIT | 清仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | ✓ | Dst Sys INC Del Com | — | EXIT | 清仓 |
| 48 | EVRG | Evergy INC | — | NEW | 新建仓 |
| 49 | GSBC | Great Southern Bancorp, Inc. | — | EXIT | 清仓 |
| 50 | TWXCHF | Time Warner INC | — | EXIT | 清仓 |