CIK: 0001616654
申报总市值
US$15.2亿
仅显示前 200 大持股（共 276 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 | 4.75% | — | -27.60% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.85% | — | -20.24% | |
| 3 | T | At&t INC | 股票-通信服务 | 2.32% | — | -7.83% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.26% | — | -16.44% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | — | -38.62% | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 1.67% | — | -17.56% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.49% | — | -28.40% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.49% | — | -15.51% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.41% | — | -17.29% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.33% | — | -5.69% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | — | -12.34% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.26% | — | -19.59% | |
| 13 | MO | Altria Group INC | 股票-非周期性消费 | 1.26% | — | -2.57% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.22% | — | -4.61% | |
| 15 | UTL | Unitil CORP | 股票-其他 | 1.15% | — | -3.04% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.15% | — | -51.22% | |
| 17 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.13% | — | -8.53% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | — | -18.63% | |
| 19 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 1.02% | — | -5.21% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.99% | — | -8.98% | |
| 21 | F | Ford Motor Co | 股票-周期性消费 | 0.97% | — | +13.59% | |
| 22 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.96% | — | +4.55% | |
| 23 | SEIC | Sei Investments Company | 股票-金融 | 0.93% | — | — | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.91% | — | -33.64% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.86% | — | +0.26% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.84% | — | -8.25% | |
| 27 | IMMU | Immunomedics INC | 股票-其他 | 0.84% | — | +9.57% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.78% | — | -1.67% | |
| 29 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.78% | — | -16.25% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.76% | — | +100.00% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.75% | — | -16.44% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | — | -15.20% | |
| 33 | ED | Consolidated Edison INC | 股票-公用事业 | 0.74% | — | +12.80% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | -19.95% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.69% | — | -35.68% | |
| 36 | AMT | American Tower CORP | 股票-房地产 | 0.66% | — | -23.67% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | — | -31.00% | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.63% | — | -0.55% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | -6.21% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | — | -46.11% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | — | -21.80% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -23.24% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | -21.89% | |
| 44 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.57% | — | -1.99% | |
| 45 | D | Dominion Energy INC | 股票-公用事业 | 0.56% | — | +176.60% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | -28.65% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | — | -61.65% | |
| 48 | EA | Electronic Arts INC | 股票-通信服务 | 0.53% | — | -5.30% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | — | -5.47% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.50% | — | -15.07% |