CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股(共 622 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 11.53% | — | +10.13% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 6.34% | — | +2.52% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.21% | — | -19.59% | |
| 4 | WST | West Pharmaceutical Services | 股票-医疗保健 | 3.72% | — | — | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 3.41% | — | +0.32% | |
| 6 | IDV | Ishares International Select | ETF-其他 | 2.88% | — | +0.03% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.75% | — | -11.89% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.52% | — | -3.92% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.20% | — | -3.85% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.10% | — | +61.06% | |
| 11 | MLAB | Mesa Laboratories INC | 股票-其他 | 1.98% | — | — | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.64% | — | -6.60% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.59% | — | +2.70% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.47% | — | +0.18% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.43% | — | -4.08% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.35% | — | -1.32% | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 1.29% | — | -0.14% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.29% | — | +5.68% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.28% | — | +30.12% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.17% | — | -3.50% | |
| 21 | MO | Altria Group INC | 股票-非周期性消费 | 1.07% | — | -7.90% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.00% | — | +7.83% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | -5.37% | |
| 24 | PNC | Pnc Financial Services Group | 股票-金融 | 0.93% | — | +8.70% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | — | -3.35% | |
| 26 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.82% | — | +8.30% | |
| 27 | ✓ | Airgas INC | 股票-其他 | 0.81% | — | +0.39% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | — | -2.72% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | — | -1.01% | |
| 30 | PFS | Provident Financial Services | 股票-其他 | 0.70% | — | — | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | — | -0.31% | |
| 32 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.67% | — | +0.03% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | -1.62% | |
| 34 | UTXZ | United Tech CORP | 股票-其他 | 0.56% | — | +2.48% | |
| 35 | CAT | Caterpillar INC | 股票-工业 | 0.56% | — | — | |
| 36 | AXP | American Express Company | 股票-金融 | 0.55% | — | +0.71% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.53% | — | -18.90% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | — | -1.69% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | — | -12.72% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | -0.40% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.49% | — | -2.60% | |
| 42 | CI | The Cigna Group | 股票-医疗保健 | 0.46% | — | — | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.46% | — | -10.28% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.44% | — | -1.38% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.42% | — | -10.49% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | — | -10.55% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.39% | — | -2.12% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.39% | — | +0.16% | |
| 49 | KMI | Kinder Morgan INC | 股票-能源 | 0.37% | — | +1898.05% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.36% | — | +1.14% |