CIK: 0001698777
申报总市值
US$1.9亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.73% | — | +5.14% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 3.14% | — | -2.10% | |
| 3 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.07% | — | -3.78% | |
| 4 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 3.05% | — | -0.18% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 2.69% | — | -2.78% | |
| 6 | LOW | Lowe's Cos INC | 股票-周期性消费 | 2.67% | — | -1.88% | |
| 7 | ABBV | Abbvie INC | 股票-医疗保健 | 2.49% | — | -1.01% | |
| 8 | AMGN | Amgen INC | 股票-医疗保健 | 2.46% | — | -6.49% | |
| 9 | MO | Altria Group INC | 股票-非周期性消费 | 1.97% | -1.11% | -0.73% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.96% | — | +24.50% | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.95% | — | -0.63% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.94% | -2.06% | -1.02% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.76% | — | +587.63% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.75% | — | -19.80% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.70% | — | -3.91% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.69% | +0.82% | -6.11% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 1.64% | — | -11.77% | |
| 18 | CLX | Clorox Company | 股票-非周期性消费 | 1.58% | — | -5.60% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 1.51% | — | +1.31% | |
| 20 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.51% | — | +0.14% | |
| 21 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.50% | — | +1.42% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.40% | -1.05% | +9.79% | |
| 23 | IDV | Ishares International Select | ETF-其他 | 1.34% | — | -1.38% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.28% | — | -4.02% | |
| 25 | T | At&t INC | 股票-通信服务 | 1.26% | — | -2.05% | |
| 26 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 1.24% | — | +2.33% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.22% | -1.10% | EXIT | |
| 28 | HCA | Hca Healthcare INC | 股票-医疗保健 | 1.19% | — | -12.29% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 1.15% | +1.30% | NEW | |
| 30 | HPQ | Hp INC | 股票-科技 | 1.15% | +0.73% | -4.75% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.15% | — | +19.22% | |
| 32 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.14% | — | -29.19% | |
| 33 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.14% | — | +0.82% | |
| 34 | CDW | Cdw Corp/de | 股票-科技 | 1.14% | — | -15.88% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.09% | — | +1.35% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | — | -2.85% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.95% | — | -54.07% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.94% | — | — | |
| 39 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 0.94% | — | +2.66% | |
| 40 | PAYX | Paychex INC | 股票-科技 | 0.93% | — | +8.94% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.92% | — | +14.10% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | — | -45.69% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.89% | — | +42.66% | |
| 44 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.87% | — | +0.84% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | — | +9.67% | |
| 46 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.85% | — | +0.46% | |
| 47 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 0.82% | — | — | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.81% | — | +2.40% | |
| 49 | OTEX | Open Text CORP | 股票-其他 | 0.79% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.79% | -1.27% | +1.85% |