CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 269 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 | 13.17% | — | +1.20% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.88% | +0.62% | -0.28% | |
| 3 | JCTC | Jewett-cameron Trading LTD | 股票-其他 | 6.66% | — | — | |
| 4 | REET | Ishares Global Reit ETF | ETF-其他 | 3.90% | — | -5.07% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 2.97% | — | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.89% | — | -4.12% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.75% | — | -2.15% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.75% | — | — | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.13% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.82% | -0.06% | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 1.72% | — | -0.48% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.71% | — | -10.56% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.59% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.33% | -0.05% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.10% | -0.57% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.20% | -0.08% | -0.25% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.15% | -1.39% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.03% | — | -0.29% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | -0.18% | -0.28% | |
| 20 | T | At&t INC | 股票-通信服务 | 0.82% | — | -3.04% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 0.81% | — | — | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | -0.02% | -4.28% | |
| 23 | CME | Cme Group INC | 股票-金融 | 0.72% | — | -0.40% | |
| 24 | BLKCHF | Blackrock INC | 股票-其他 | 0.69% | — | -0.76% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | -2.19% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.67% | — | — | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 0.63% | — | -0.68% | |
| 28 | ADSK | Autodesk INC | 股票-科技 | 0.62% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | -0.14% | — | |
| 30 | SYY | Sysco CORP | 股票-非周期性消费 | 0.56% | — | — | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.53% | -0.04% | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.16% | — | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.52% | -0.05% | — | |
| 34 | ADBE | Adobe INC | 股票-科技 | 0.52% | — | — | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.51% | — | — | |
| 36 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.50% | — | — | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | — | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.04% | — | |
| 39 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.49% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | -1.98% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | — | — | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.46% | — | -0.63% | |
| 43 | AMP | Ameriprise Financial INC | 股票-金融 | 0.43% | — | — | |
| 44 | D | Dominion Energy INC | 股票-公用事业 | 0.42% | — | — | |
| 45 | DE | Deere & Co | 股票-工业 | 0.40% | +0.27% | -2.70% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | -0.84% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | — | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.39% | -0.16% | — | |
| 49 | MFC | Manulife Financial CORP | 股票-金融 | 0.39% | — | — | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.38% | — | -1.81% |