CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 443 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 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 13.84% | — | +1.51% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 13.75% | +0.62% | -0.68% | |
| 3 | REET | Ishares Global Reit ETF | ETF-其他 | 4.43% | — | -42.25% | |
| 4 | SUB | Ishares Short-term National | ETF-其他 | 3.18% | — | -16.31% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.17% | — | -56.05% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.98% | — | -12.79% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.94% | — | — | |
| 8 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.27% | — | +0.09% | |
| 9 | INTC | Intel CORP | 股票-科技 | 2.08% | — | +0.17% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.94% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.88% | -0.06% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.59% | +0.11% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.38% | -0.05% | +0.26% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.10% | — | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.23% | -0.08% | — | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | +0.15% | +1.47% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.10% | — | +1.34% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.00% | -0.02% | +0.22% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.18% | +1.68% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 0.92% | — | — | |
| 21 | T | At&t INC | 股票-通信服务 | 0.85% | — | +1.35% | |
| 22 | CRM | Salesforce INC | 股票-科技 | 0.76% | — | — | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.73% | — | +0.37% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | -0.14% | — | |
| 25 | BLKCHF | Blackrock INC | 股票-其他 | 0.68% | — | -0.99% | |
| 26 | CME | Cme Group INC | 股票-金融 | 0.66% | — | +0.15% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 0.65% | — | +0.52% | |
| 28 | ADSK | Autodesk INC | 股票-科技 | 0.64% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | -0.04% | — | |
| 30 | SYY | Sysco CORP | 股票-非周期性消费 | 0.57% | — | — | |
| 31 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.56% | -0.05% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | — | |
| 33 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.55% | — | +0.21% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.16% | — | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.51% | — | +0.47% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.50% | — | — | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | — | — | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | +3.99% | |
| 39 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.49% | — | — | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.04% | — | |
| 41 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.46% | — | — | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.46% | — | +5.11% | |
| 43 | D | Dominion Energy INC | 股票-公用事业 | 0.45% | — | +2.42% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.44% | -0.16% | +0.26% | |
| 45 | DE | Deere & Co | 股票-工业 | 0.43% | +0.27% | — | |
| 46 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 0.42% | — | +0.38% | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.42% | — | -0.68% | |
| 48 | AMP | Ameriprise Financial INC | 股票-金融 | 0.41% | — | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.41% | — | +0.57% | |
| 50 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.40% | — | +1.61% |