CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 268 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 | 14.02% | — | +5.74% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.68% | +0.62% | -2.65% | |
| 3 | JCTC | Jewett-cameron Trading LTD | 股票-其他 | 5.25% | — | -15.81% | |
| 4 | REET | Ishares Global Reit ETF | ETF-其他 | 3.79% | — | -1.79% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.80% | — | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.77% | — | -0.75% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.66% | — | — | |
| 8 | SUB | Ishares Short-term National | ETF-其他 | 2.61% | — | -8.67% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.58% | -0.06% | -0.18% | |
| 10 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.19% | — | -0.64% | |
| 11 | INTC | Intel CORP | 股票-科技 | 1.85% | — | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.59% | -7.50% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | — | -0.23% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.10% | -3.33% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.34% | -0.05% | -4.45% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.16% | -0.08% | -1.63% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.02% | -0.18% | — | |
| 18 | T | At&t INC | 股票-通信服务 | 0.92% | — | +0.93% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | — | -3.62% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | +0.15% | -4.75% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | -0.14% | — | |
| 22 | CME | Cme Group INC | 股票-金融 | 0.71% | — | — | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.70% | — | — | |
| 24 | ITW | Illinois Tool Works | 股票-工业 | 0.69% | — | -4.76% | |
| 25 | BLKCHF | Blackrock INC | 股票-其他 | 0.68% | — | -3.24% | |
| 26 | ADSK | Autodesk INC | 股票-科技 | 0.67% | — | — | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.67% | — | -3.15% | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 0.65% | — | — | |
| 29 | SYY | Sysco CORP | 股票-非周期性消费 | 0.63% | — | -2.61% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | -0.04% | — | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | -0.02% | -5.42% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | -0.03% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.59% | — | +6.72% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | +0.16% | — | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.55% | — | -1.09% | |
| 36 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.54% | -0.05% | -0.61% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | — | -4.23% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.52% | — | — | |
| 39 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.51% | — | — | |
| 40 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.48% | — | — | |
| 41 | AMP | Ameriprise Financial INC | 股票-金融 | 0.48% | — | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.04% | -0.89% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | -4.76% | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.44% | — | -12.55% | |
| 45 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 0.42% | — | — | |
| 46 | MFC | Manulife Financial CORP | 股票-金融 | 0.41% | — | — | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -0.43% | |
| 48 | D | Dominion Energy INC | 股票-公用事业 | 0.41% | — | -4.16% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.40% | -0.16% | -2.33% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | — |