CIK: 0001599863
申报总市值
US$24.5亿
仅显示前 200 大持股（共 328 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 | VUG | Vanguard Growth ETF | ETF-其他 | 13.26% | — | +2.19% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.30% | — | -0.51% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.98% | — | +9.86% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-其他 | 3.78% | — | +3.42% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.72% | — | +2.35% | |
| 6 | PFE | Pfizer INC | 股票-医疗保健 | 3.60% | — | +0.64% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.67% | — | +8.23% | |
| 8 | ✓ | 股票-其他 | 2.62% | — | -4.85% | ||
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | — | +3.15% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.45% | — | +8.10% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.43% | — | +10.12% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.31% | — | +0.08% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.26% | — | +1.44% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.88% | — | +1.16% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | — | +38.46% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.72% | — | +12.54% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | — | -30.49% | |
| 18 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 1.32% | — | -7.01% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.25% | — | +18.42% | |
| 20 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 1.24% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | — | -6.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | — | -0.15% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.05% | — | +1.70% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.02% | — | +16.07% | |
| 25 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.90% | — | — | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.83% | — | +0.18% | |
| 27 | MPLX | Mplx LP | 股票-能源 | 0.79% | — | — | |
| 28 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.78% | — | +23.02% | |
| 29 | CABO | Cable One INC | 股票-通信服务 | 0.70% | — | — | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | — | -0.55% | |
| 31 | EPD | Enterprise Products Partners | 股票-能源 | 0.63% | — | -1.71% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +2.33% | |
| 33 | VFH | Vanguard Financials ETF | ETF-其他 | 0.58% | — | +3.51% | |
| 34 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 0.57% | — | — | |
| 35 | MET | Metlife INC | 股票-金融 | 0.56% | — | +4.44% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | +0.74% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工业 | 0.53% | — | +10.58% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | -0.31% | |
| 39 | KKR | Kkr & Co INC | 股票-金融 | 0.51% | — | +1.80% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.50% | — | — | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.48% | — | -0.36% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.45% | — | — | |
| 44 | WM | Waste Management INC | 股票-工业 | 0.44% | — | +0.16% | |
| 45 | IQLT | Ishares Msci International Q | ETF-其他 | 0.42% | — | +23.11% | |
| 46 | ACI | Albertsons Cos INC - Class A | 股票-非周期性消费 | 0.40% | — | -3.53% | |
| 47 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.38% | — | -0.30% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.38% | — | -4.18% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.36% | — | +0.12% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.34% | — | — |