CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 206 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 | KO | Coca-cola Co/the | 股票-非周期性消费 | 4.78% | +0.07% | -0.18% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 4.19% | -0.51% | +0.70% | |
| 3 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 3.51% | — | +0.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.98% | +2.25% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.38% | -0.36% | -3.78% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.79% | -0.25% | +1.70% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.63% | -0.43% | -3.99% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | -0.25% | +0.89% | |
| 9 | FRCB | First Republic Bank/ca | 股票-金融 | 1.52% | — | +1.25% | |
| 10 | UTXZ | United Tech CORP | 股票-其他 | 1.49% | — | +0.27% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.47% | +0.11% | -0.28% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.43% | — | +1.53% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | +0.22% | +3.59% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.37% | — | -0.45% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.29% | — | +2.31% | |
| 16 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.16% | — | +11.90% | |
| 17 | ECL | Ecolab INC | 股票-原材料 | 1.13% | — | -1.41% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.12% | — | +4.50% | |
| 19 | MDT | Medtronic plc | 股票-医疗保健 | 1.10% | — | +1.01% | |
| 20 | XYL | Xylem INC | 股票-工业 | 1.10% | -0.13% | +0.96% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.06% | +0.16% | +0.74% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 1.06% | — | -1.85% | |
| 23 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.05% | -1.11% | EXIT | |
| 24 | WY | Weyerhaeuser Co | 股票-房地产 | 1.04% | — | +1.26% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | +2.52% | -0.17% | |
| 26 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.03% | -0.14% | -0.87% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.97% | — | -1.29% | |
| 28 | MMM | 3m Co | 股票-工业 | 0.96% | — | -20.74% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.96% | — | -3.24% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.95% | — | -8.59% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.87% | — | +0.30% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.85% | — | -4.37% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | -3.48% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.85% | — | +4.52% | |
| 35 | VTR | Ventas INC | 股票-房地产 | 0.79% | — | +0.67% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | -0.20% | +16.36% | |
| 37 | RTN1USD | Raytheon Company | 股票-其他 | 0.79% | — | -6.37% | |
| 38 | ✓ | 股票-其他 | 0.75% | — | +0.92% | ||
| 39 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.74% | — | -2.32% | |
| 40 | HON | Honeywell International INC | 股票-工业 | 0.73% | — | -0.37% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.72% | -0.11% | -0.28% | |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.72% | — | -0.54% | |
| 43 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.72% | — | -4.84% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.71% | — | +0.24% | |
| 45 | NEM | Newmont CORP | 股票-原材料 | 0.66% | — | -1.51% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.66% | — | +1.28% | |
| 47 | GLW | Corning INC | 股票-科技 | 0.64% | +0.22% | +6.07% | |
| 48 | VMC | Vulcan Materials Co | 股票-原材料 | 0.63% | — | -0.52% | |
| 49 | APTV | Aptiv PLC | 股票-周期性消费 | 0.61% | — | -3.43% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | -0.03% |