CIK: 0001305707
申报总市值
US$13.9亿
仅显示前 200 大持股（共 306 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.30% | — | +1.95% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.54% | — | +1.51% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.52% | -0.07% | +5.20% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.50% | -0.14% | +8.47% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.18% | — | +1.60% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.78% | — | -1.92% | |
| 7 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.66% | — | -0.01% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.64% | -0.18% | -1.03% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.60% | — | +0.16% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.66% | -0.60% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.43% | — | -3.02% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.42% | — | +3.04% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.31% | -0.37% | +0.53% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | — | -0.34% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | -0.15% | -2.84% | |
| 16 | C | Citigroup INC | 股票-金融 | 1.24% | -0.28% | +0.55% | |
| 17 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.24% | — | +0.75% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 1.21% | — | -0.76% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.19% | -0.16% | -8.34% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.16% | — | -1.88% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.14% | — | +0.22% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 1.13% | — | +1.08% | |
| 23 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 1.12% | — | +16.19% | |
| 24 | BLKCHF | Blackrock INC | 股票-其他 | 1.12% | — | +0.45% | |
| 25 | SNY | Sanofi-adr | 股票-医疗保健 | 1.06% | — | +2.57% | |
| 26 | ENB | Enbridge INC | 股票-能源 | 1.06% | +0.08% | +0.80% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.03% | — | +9.34% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | — | -1.12% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | — | -1.15% | |
| 30 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.99% | — | -0.33% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.99% | +0.13% | -0.38% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.99% | — | -1.05% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.89% | — | +95.53% | |
| 34 | ADI | Analog Devices INC | 股票-科技 | 0.88% | +0.20% | -1.04% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | -0.21% | -0.52% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.09% | -2.81% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.85% | — | -1.20% | |
| 38 | GIS | General Mills INC | 股票-非周期性消费 | 0.83% | — | +0.82% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.80% | — | -2.87% | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.79% | +0.09% | -1.57% | |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.79% | — | +0.02% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.71% | — | +11.99% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | — | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.69% | — | +3.35% | |
| 45 | BHK | Blackrock Core Bond Trust | 股票-其他 | 0.69% | — | +3.47% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | +9.59% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.67% | -0.05% | +0.44% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.65% | +0.08% | +0.00% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | — | +7.36% | |
| 50 | PTNQ | Pacer Trendpilot 100 ETF | ETF-其他 | 0.60% | — | +10.04% |