CIK: 0001457833
申报总市值
US$23.8亿
仅显示前 200 大持股（共 822 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.74% | +6.09% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.42% | +2.06% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.20% | +2.51% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.04% | +5.70% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.72% | +3.06% | NEW | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.56% | — | -10.12% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.28% | +4.37% | NEW | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | +3.17% | NEW | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.43% | +0.68% | NEW | |
| 10 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.37% | — | +0.15% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | +1.64% | NEW | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.20% | — | -4.13% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.20% | +1.08% | NEW | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | +0.55% | NEW | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | +0.79% | NEW | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.07% | — | -2.26% | |
| 17 | DHR | Danaher CORP | 股票-医疗保健 | 1.01% | +0.58% | NEW | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | +0.70% | NEW | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | -3.30% | |
| 20 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.93% | — | -3.31% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.90% | — | -0.70% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | +1.35% | NEW | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | +2.09% | NEW | |
| 24 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.82% | — | -2.43% | |
| 25 | UTXZ | United Tech CORP | 股票-其他 | 0.78% | — | +0.57% | |
| 26 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.78% | — | -1.03% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.78% | — | -0.79% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.76% | +0.78% | NEW | |
| 29 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.76% | — | +15.35% | |
| 30 | BLKCHF | Blackrock INC | 股票-其他 | 0.75% | — | +4.25% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | -2.71% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.75% | — | -2.77% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.74% | — | -2.04% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | +0.72% | |
| 35 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.68% | — | +1.38% | |
| 36 | SLB | Slb LTD | 股票-能源 | 0.66% | — | +3.84% | |
| 37 | MCHP | Microchip Technology INC | 股票-科技 | 0.65% | — | -6.33% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.64% | — | -0.68% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.64% | — | -13.62% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.61% | — | -3.00% | |
| 41 | ✓ | 股票-其他 | 0.58% | — | +0.04% | ||
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.58% | +1.00% | NEW | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.58% | +0.58% | NEW | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | — | -0.64% | |
| 45 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.57% | — | +9.38% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.55% | — | -8.09% | |
| 47 | PTTRX | Pimco Total Return Fund-inst | 股票-其他 | 0.51% | — | +30.45% | |
| 48 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 0.50% | — | -1.30% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | -2.07% | |
| 50 | BCE | Bce INC | 股票-通信服务 | 0.49% | — | -5.91% |