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 | 4.47% | — | -1.19% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.15% | -1.05% | -1.85% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.45% | — | +0.86% | |
| 4 | IXN | Ishares Global Tech ETF | ETF-科技型 | 3.31% | — | -8.72% | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 2.31% | — | -2.04% | |
| 6 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 2.29% | — | -9.87% | |
| 7 | MO | Altria Group INC | 股票-非周期性消费 | 1.97% | -1.11% | -8.76% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.94% | — | +1.02% | |
| 9 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.80% | — | +2.46% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.72% | — | -3.75% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 1.70% | — | +22.56% | |
| 12 | AMGN | Amgen INC | 股票-医疗保健 | 1.68% | — | +12.95% | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 1.67% | — | +58.87% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 1.66% | +1.30% | NEW | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.62% | +1.70% | NEW | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.62% | — | +13.54% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 1.62% | -0.74% | +5.99% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.59% | — | +1.74% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.51% | — | +1.25% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.49% | — | -6.71% | |
| 21 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.47% | — | +301.09% | |
| 22 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.46% | — | +9.74% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.44% | — | +6.72% | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 1.39% | — | -8.16% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.35% | — | +16.57% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.34% | — | +11.07% | |
| 27 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.33% | — | -0.98% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.33% | — | +18.10% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 1.23% | — | +10.53% | |
| 30 | UL | Unilever PLC | 股票-非周期性消费 | 1.15% | — | -4.76% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 1.13% | — | +9.73% | |
| 32 | NTAP | Netapp INC | 股票-科技 | 1.11% | — | +157.81% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.11% | — | -1.60% | |
| 34 | KEL | Kellanova | 股票-其他 | 1.06% | — | +2.05% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | — | -55.53% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 1.03% | — | +2.37% | |
| 37 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.00% | — | +1.24% | |
| 38 | HPQ | Hp INC | 股票-科技 | 0.99% | +0.73% | +54.97% | |
| 39 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.94% | — | +0.63% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.94% | — | -31.61% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | -1.10% | EXIT | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.91% | — | +0.75% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.83% | — | +4.50% | |
| 44 | AMAT | Applied Materials INC | 股票-科技 | 0.82% | — | +4.28% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.82% | — | +5.08% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.82% | — | +49.95% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.81% | — | +29.60% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.81% | — | -8.51% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.80% | — | -26.01% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | +0.82% | -22.42% |