CIK: 0001698146
申报总市值
US$2.8亿
| # | 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 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 3.65% | — | +3.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | — | — | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.58% | — | +1.77% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.52% | — | +2.81% | |
| 5 | BA | Boeing Co/the | 股票-工业 | 2.20% | — | +1.10% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.14% | — | +63.53% | |
| 7 | CSCO | Cisco Systems INC | 股票-科技 | 2.12% | — | +1.05% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.05% | — | +1.58% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | — | +0.69% | |
| 10 | INTC | Intel CORP | 股票-科技 | 1.89% | — | +0.70% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.86% | — | +2.31% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | — | -4.08% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.69% | — | +1.74% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.69% | — | +1.40% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.62% | — | -0.78% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.56% | — | — | |
| 17 | PYPL | Paypal Holdings INC | 股票-金融 | 1.55% | — | +0.55% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.52% | — | +3.18% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.49% | — | -2.46% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.42% | — | +1.35% | |
| 21 | AMGN | Amgen INC | 股票-医疗保健 | 1.41% | — | +5.83% | |
| 22 | CAT | Caterpillar INC | 股票-工业 | 1.29% | — | +2.21% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 1.24% | — | +0.09% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.21% | — | +1.05% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.19% | — | -1.63% | |
| 26 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.16% | — | — | |
| 27 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.13% | — | +2.68% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.13% | — | +3.31% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 1.12% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.12% | — | +4.04% | |
| 31 | C | Citigroup INC | 股票-金融 | 1.09% | — | +7.00% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.05% | — | — | |
| 33 | O | Realty Income CORP | 股票-房地产 | 1.05% | — | -6.84% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 1.04% | — | — | |
| 35 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.01% | — | +9.88% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.98% | — | +7.68% | |
| 37 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.97% | — | +30.64% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.96% | — | +0.79% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.94% | — | -0.67% | |
| 40 | DEO | Diageo plc | 股票-非周期性消费 | 0.92% | — | +1.47% | |
| 41 | DOC | Healthpeak Properties, Inc. | 股票-房地产 | 0.91% | — | +1.33% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.90% | — | -1.36% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.89% | — | -2.25% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.89% | — | +27.04% | |
| 45 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.88% | — | +6.54% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.87% | — | -3.13% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.86% | — | -3.10% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | — | +5.42% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | — | +1.01% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | — | +0.01% |