CIK: 0001616654
申报总市值
US$15.2亿
仅显示前 200 大持股（共 1878 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 | AAPL | Apple INC | 股票-科技 | 2.68% | — | +12.80% | |
| 2 | T | At&t INC | 股票-通信服务 | 2.39% | — | +16.49% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.88% | — | -1.56% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.70% | — | +17.50% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.55% | — | +14.97% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.45% | — | +47.94% | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 1.42% | — | +11.62% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | — | +19.47% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.34% | — | +9.42% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | — | +7.23% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.16% | — | +9.95% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.14% | — | +5.21% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | — | +6.93% | |
| 14 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.94% | — | +4.73% | |
| 15 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.91% | — | -8.03% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.88% | — | +2.72% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.88% | — | +9.03% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | — | +7.27% | |
| 19 | MO | Altria Group INC | 股票-非周期性消费 | 0.83% | — | +0.56% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.78% | — | +8.20% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.74% | — | +7.87% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.69% | — | +3.62% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.68% | — | -2.08% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | — | +7.30% | |
| 25 | F | Ford Motor Co | 股票-周期性消费 | 0.66% | — | +12.83% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.66% | — | +0.88% | |
| 27 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.62% | — | +23.35% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 0.62% | — | -1.20% | |
| 29 | UTL | Unitil CORP | 股票-其他 | 0.61% | — | +5.38% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.60% | — | -5.29% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | +3.68% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.58% | — | +7.09% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | — | +5.92% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.56% | — | +14.22% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | — | -9.84% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | — | -6.93% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.52% | — | -0.99% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.52% | — | +2.59% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | — | +14.55% | |
| 40 | IAT | Ishares US Regional Banks Et | ETF-其他 | 0.52% | — | +4.09% | |
| 41 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.48% | — | +8.54% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.48% | — | +13.32% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.47% | — | -50.72% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.47% | — | +838.25% | |
| 45 | ED | Consolidated Edison INC | 股票-公用事业 | 0.46% | — | +1.56% | |
| 46 | SEIC | Sei Investments Company | 股票-金融 | 0.46% | — | — | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.45% | — | +143.07% | |
| 48 | XEXGX | Eaton Vance Tax-managed Glob | 股票-其他 | 0.45% | — | -2.67% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.44% | — | +6.48% | |
| 50 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.44% | — | -5.95% |