CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 704 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 10.23% | +0.62% | -1.69% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.24% | -0.06% | -0.50% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.25% | — | -0.33% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.59% | +0.10% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.42% | — | +0.08% | |
| 6 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.67% | — | -3.98% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.52% | -0.19% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.19% | -0.10% | -0.10% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.02% | -0.14% | -1.03% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.99% | — | +0.78% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.40% | -0.18% | +0.66% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | -0.05% | -2.14% | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.31% | — | — | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | +0.15% | -0.30% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.24% | -0.08% | -0.35% | |
| 16 | TGT | Target CORP | 股票-周期性消费 | 1.21% | — | — | |
| 17 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.15% | — | +100.00% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.14% | -0.02% | — | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.14% | -0.04% | -3.84% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.14% | — | — | |
| 21 | DE | Deere & Co | 股票-工业 | 0.96% | +0.27% | -2.37% | |
| 22 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.92% | — | — | |
| 23 | AMP | Ameriprise Financial INC | 股票-金融 | 0.88% | — | -15.68% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | — | +1.95% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | +4.51% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.77% | — | +2.31% | |
| 28 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.76% | — | -1.72% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.73% | — | -1.25% | |
| 30 | BLKCHF | Blackrock INC | 股票-其他 | 0.70% | — | -14.29% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.69% | — | -4.84% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | — | -15.54% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.65% | +0.52% | -2.95% | |
| 34 | ITW | Illinois Tool Works | 股票-工业 | 0.65% | — | -16.14% | |
| 35 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.62% | — | -14.84% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | — | — | |
| 37 | CME | Cme Group INC | 股票-金融 | 0.60% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.03% | -5.28% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.51% | — | — | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.50% | -0.16% | -1.40% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.49% | — | -26.96% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.43% | -0.10% | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | — | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | +0.16% | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.04% | +4.51% | |
| 46 | PAYX | Paychex INC | 股票-科技 | 0.40% | -0.07% | -3.02% | |
| 47 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.36% | — | +1.05% | |
| 48 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.35% | -0.05% | -34.65% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.35% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | — | — |