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 | AAPL | Apple INC | 股票-科技 | 3.86% | — | -6.61% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 3.54% | — | -1.94% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 3.50% | — | +1.32% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.32% | — | -1.34% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.22% | — | -5.21% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.09% | — | -7.98% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.05% | — | +0.04% | |
| 8 | PYPL | Paypal Holdings INC | 股票-金融 | 2.01% | — | -8.86% | |
| 9 | INTC | Intel CORP | 股票-科技 | 2.00% | — | -0.78% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.90% | — | -1.01% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.89% | — | -8.21% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.82% | — | +4.72% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | — | -8.62% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | — | -5.03% | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 1.59% | — | -1.90% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.51% | — | -3.01% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.41% | — | -7.18% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.39% | — | -5.22% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.33% | — | -2.88% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.32% | — | — | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.28% | — | -9.03% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.21% | — | +1.79% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 1.21% | — | -0.54% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.21% | — | -2.83% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.18% | — | — | |
| 26 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.14% | — | -1.86% | |
| 27 | CAT | Caterpillar INC | 股票-工业 | 1.13% | — | — | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 1.12% | — | -26.71% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 1.05% | — | -2.61% | |
| 30 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 1.03% | — | -1.53% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.03% | — | -6.21% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.97% | — | +1.88% | |
| 33 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.95% | — | -12.92% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.94% | — | +5.66% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.92% | — | -7.94% | |
| 36 | C | Citigroup INC | 股票-金融 | 0.91% | — | -1.02% | |
| 37 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.89% | — | — | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.88% | — | -1.86% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.87% | — | — | |
| 40 | EMR | Emerson Electric Co | 股票-工业 | 0.84% | — | -12.11% | |
| 41 | TER | Teradyne INC | 股票-科技 | 0.83% | — | — | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.83% | — | -0.24% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.82% | — | -2.10% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.81% | — | +18.44% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.78% | — | -2.69% | |
| 46 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.77% | — | +7.77% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.77% | — | -0.92% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | — | -7.45% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | -0.68% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | — | -10.61% |