CIK: 0001457833
申报总市值
US$23.8亿
仅显示前 200 大持股（共 795 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.92% | +2.51% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.89% | +2.06% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.51% | — | +30.11% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.78% | +4.37% | NEW | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.77% | +6.09% | NEW | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | +3.17% | NEW | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.59% | +3.06% | NEW | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.58% | +5.70% | NEW | |
| 9 | VZ | Verizon Communications INC | 股票-通信服务 | 1.55% | — | +2.01% | |
| 10 | QCOM | Qualcomm INC | 股票-科技 | 1.44% | — | +0.12% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.43% | +0.68% | NEW | |
| 12 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 1.38% | — | -1.04% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.37% | — | -1.02% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | — | +0.45% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.29% | +0.79% | NEW | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 1.27% | +0.58% | NEW | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.24% | — | -0.51% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | +0.55% | NEW | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.04% | — | +1.55% | |
| 20 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.01% | — | -2.74% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.94% | +0.70% | NEW | |
| 22 | BCE | Bce INC | 股票-通信服务 | 0.94% | — | -1.08% | |
| 23 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.91% | — | +0.82% | |
| 24 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.90% | — | -0.27% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.89% | — | -0.92% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.87% | — | -1.56% | |
| 27 | MMM | 3m Co | 股票-工业 | 0.87% | — | -1.96% | |
| 28 | UTXZ | United Tech CORP | 股票-其他 | 0.85% | — | +3.68% | |
| 29 | SUN | Sunoco LP | 股票-其他 | 0.84% | — | -1.02% | |
| 30 | COP | Conocophillips | 股票-能源 | 0.81% | — | +3.03% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工业 | 0.81% | — | -1.10% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.80% | — | +13.61% | |
| 33 | ✓ | 股票-其他 | 0.79% | — | -3.61% | ||
| 34 | ET | Energy Transfer LP | 股票-能源 | 0.74% | — | — | |
| 35 | WEP | Magellan Midstream Partners | 股票-其他 | 0.74% | — | — | |
| 36 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.72% | — | -1.01% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.69% | — | -2.04% | |
| 38 | BAX | Baxter International INC | 股票-医疗保健 | 0.68% | — | -0.79% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | — | -4.61% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | -0.23% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.63% | — | -5.40% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.62% | +1.08% | NEW | |
| 43 | ✓ | 股票-其他 | 0.61% | — | -2.28% | ||
| 44 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 0.61% | — | -0.14% | |
| 45 | VAREUR | Varian Medical Systems INC | 股票-其他 | 0.60% | — | -1.49% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.60% | — | -2.64% | |
| 47 | BLKCHF | Blackrock INC | 股票-其他 | 0.60% | — | +4.06% | |
| 48 | SYY | Sysco CORP | 股票-非周期性消费 | 0.59% | — | -0.25% | |
| 49 | SYTUSD | Syngenta Ag-adr | 股票-其他 | 0.59% | — | +6.14% | |
| 50 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.58% | — | -2.25% |