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 | 3.62% | — | -7.30% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.16% | — | +23.83% | |
| 3 | LOW | Lowe's Cos INC | 股票-周期性消费 | 3.15% | — | +8.54% | |
| 4 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.90% | — | -2.12% | |
| 5 | IXN | Ishares Global Tech ETF | ETF-科技型 | 2.77% | — | +63.42% | |
| 6 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 2.76% | — | — | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.46% | — | +34.62% | |
| 8 | MO | Altria Group INC | 股票-非周期性消费 | 2.18% | -1.11% | +31.20% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 2.12% | — | +7.45% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 2.03% | +1.70% | NEW | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.02% | -1.05% | -3.59% | |
| 12 | AMGN | Amgen INC | 股票-医疗保健 | 1.94% | — | -14.54% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.89% | — | +92.58% | |
| 14 | HPQ | Hp INC | 股票-科技 | 1.85% | +0.73% | +541.20% | |
| 15 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 1.84% | — | — | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.75% | — | +5.51% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.72% | — | -43.39% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.69% | — | -3.93% | |
| 19 | CLX | Clorox Company | 股票-非周期性消费 | 1.68% | — | -20.36% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.67% | — | -36.11% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.50% | — | -18.18% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.39% | — | +5.53% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.39% | — | -1.68% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 1.38% | +1.30% | NEW | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.35% | — | +129.02% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.18% | — | +40.29% | |
| 27 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.16% | — | +1.33% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 1.16% | -0.74% | +229.64% | |
| 29 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.10% | — | — | |
| 30 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 1.04% | — | — | |
| 31 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.02% | — | +26399.09% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.01% | — | -20.37% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.00% | — | +91.81% | |
| 34 | CTLEUR | Centurylink INC | 股票-其他 | 1.00% | — | — | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.98% | -1.10% | EXIT | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.97% | — | +9.70% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.95% | — | -2.14% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 0.94% | — | +3.40% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.94% | — | -55.10% | |
| 40 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.93% | — | +287.52% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.91% | — | +419.23% | |
| 42 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.90% | — | +34.54% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.89% | — | -8.75% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | -1.27% | +39.86% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | — | -10.33% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.82% | — | -0.41% | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.82% | — | +9.95% | |
| 48 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.79% | — | +4.17% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.75% | — | +148.26% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.73% | — | +2031.92% |