CIK: 0001599863
申报总市值
US$24.5亿
仅显示前 200 大持股（共 326 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 | PFE | Pfizer INC | 股票-医疗保健 | 10.65% | — | +0.09% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 9.29% | — | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.85% | — | -0.81% | |
| 4 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 3.40% | — | — | |
| 5 | FDN | First Trust Dj Internet Ind | ETF-其他 | 3.05% | — | +2.09% | |
| 6 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 2.46% | — | +28.99% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.30% | — | -0.26% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.23% | — | +29.22% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | — | +2.13% | |
| 10 | CSX | Csx CORP | 股票-工业 | 2.10% | — | — | |
| 11 | VFH | Vanguard Financials ETF | ETF-其他 | 1.98% | — | +4564.57% | |
| 12 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 1.71% | — | +3.07% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.65% | — | +35.11% | |
| 14 | MPLX | Mplx LP | 股票-能源 | 1.34% | — | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.33% | — | -0.01% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | — | +4.18% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.28% | — | +7.44% | |
| 18 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 1.19% | — | +105.53% | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 1.18% | — | +1.75% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | — | -0.03% | |
| 21 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.02% | — | +0.63% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | — | -3.84% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.99% | — | +0.07% | |
| 24 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.93% | — | — | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.92% | — | -0.39% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | — | +2.56% | |
| 27 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.85% | — | +1517.84% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.77% | — | -14.23% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | — | +0.74% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | — | -0.59% | |
| 31 | MET | Metlife INC | 股票-金融 | 0.69% | — | -1.75% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | — | — | |
| 33 | WM | Waste Management INC | 股票-工业 | 0.63% | — | +0.19% | |
| 34 | KMX | Carmax INC | 股票-周期性消费 | 0.63% | — | — | |
| 35 | CABO | Cable One INC | 股票-通信服务 | 0.60% | — | — | |
| 36 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.59% | — | — | |
| 37 | KKR | Kkr & Co INC | 股票-金融 | 0.58% | — | — | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | — | +0.31% | |
| 39 | BP | Bp Plc-spons Adr | 股票-能源 | 0.56% | — | — | |
| 40 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.53% | — | -14.26% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.50% | — | — | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | -1.45% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +143.32% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | -96.91% | |
| 45 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.45% | — | -32.72% | |
| 46 | WEP | Magellan Midstream Partners | 股票-其他 | 0.42% | — | — | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.42% | — | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.39% | — | -0.29% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.38% | — | +4.98% | |
| 50 | PSXPUSD | Phillips 66 Partners LP | 股票-其他 | 0.38% | — | +15.46% |