CIK: 0001716659
申报总市值
US$4.2亿
仅显示前 200 大持股（共 656 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.03% | -0.49% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.72% | -0.01% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.83% | -0.36% | — | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.66% | — | — | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.57% | +0.78% | — | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.30% | +0.43% | — | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | -0.07% | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.77% | -0.06% | — | |
| 9 | ETO | Eaton Vance T/a Glbl Dvd Opp | 股票-其他 | 1.69% | — | — | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 1.64% | -0.16% | — | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.46% | — | — | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.43% | — | — | |
| 13 | ETG | Eaton Vance T/a Gl Dvd Incm | 股票-其他 | 1.34% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.13% | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.55% | — | |
| 16 | MMM | 3m Co | 股票-工业 | 1.23% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | -0.09% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.12% | — | |
| 19 | C | Citigroup INC | 股票-金融 | 1.13% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | — | — | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | -0.07% | — | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.25% | — | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.99% | — | — | |
| 24 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.95% | — | — | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.93% | — | — | |
| 26 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.86% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | — | — | |
| 28 | MO | Altria Group INC | 股票-非周期性消费 | 0.80% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | -0.04% | — | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.77% | — | — | |
| 31 | MTDR | Matador Resources Co | 股票-能源 | 0.77% | — | — | |
| 32 | ✓ | 股票-其他 | 0.75% | — | — | ||
| 33 | CELG | Celgene CORP | 股票-其他 | 0.74% | — | — | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.73% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.72% | — | — | |
| 36 | AMGN | Amgen INC | 股票-医疗保健 | 0.71% | — | — | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 0.69% | — | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | +0.97% | — | |
| 39 | RTN1USD | Raytheon Company | 股票-其他 | 0.69% | — | — | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | — | |
| 41 | USB | US Bancorp | 股票-金融 | 0.64% | — | — | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.63% | — | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.11% | — | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.57% | — | — | |
| 45 | GS | Goldman Sachs Group INC | 股票-金融 | 0.56% | — | — | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.55% | — | — | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.54% | — | — | |
| 48 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.53% | — | — | |
| 49 | AXP | American Express Co | 股票-金融 | 0.52% | -0.08% | — | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.52% | — | — |