CIK: 0001766328
申报总市值
US$2.2亿
| # | 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 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.33% | +0.08% | +10.09% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.06% | +0.01% | +3.40% | |
| 3 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.06% | +0.23% | +2.14% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.81% | -0.77% | -8.20% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.20% | -0.28% | -4.93% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.68% | -0.31% | +4.73% | |
| 7 | WMT | Walmart INC | 股票-非周期性消费 | 2.65% | +0.18% | +4.58% | |
| 8 | PFE | Pfizer INC | 股票-医疗保健 | 2.57% | +0.26% | +4.98% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.47% | -0.41% | -0.93% | |
| 10 | INTC | Intel CORP | 股票-科技 | 2.45% | — | +7.21% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.41% | +0.44% | +3.94% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 2.10% | — | +5.65% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 2.06% | — | +7.18% | |
| 14 | COP | Conocophillips | 股票-能源 | 2.00% | +0.47% | +8.16% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.91% | -0.37% | +60.00% | |
| 16 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.89% | -0.10% | +5.59% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.81% | -0.40% | -3.87% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.74% | +0.09% | +6.68% | |
| 19 | NEE | Nextera Energy INC | 股票-公用事业 | 1.72% | +0.38% | +16.42% | |
| 20 | WM | Waste Management INC | 股票-工业 | 1.67% | +0.13% | +0.82% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.61% | -0.28% | -1.34% | |
| 22 | HON | Honeywell International INC | 股票-工业 | 1.59% | +0.36% | +3.63% | |
| 23 | CSX | Csx CORP | 股票-工业 | 1.55% | +0.33% | +0.13% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 1.51% | — | -0.48% | |
| 25 | AXP | American Express Co | 股票-金融 | 1.50% | -0.28% | +2.52% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.33% | — | +5.95% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.31% | -0.13% | -2.52% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 1.30% | +0.22% | +6.72% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | -0.07% | -9.51% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.13% | +10.86% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.21% | +0.22% | +8.69% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.21% | -0.15% | — | |
| 33 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.19% | +0.30% | +25.62% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.08% | +0.13% | +10.39% | |
| 35 | TMUS | T-mobile US INC | 股票-通信服务 | 1.02% | — | +0.20% | |
| 36 | GIS | General Mills INC | 股票-非周期性消费 | 1.01% | -0.13% | +11.68% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.98% | +0.10% | -15.51% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.96% | — | -18.28% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.53% | +11.40% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.83% | — | +13.28% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.82% | +0.14% | +3.94% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.81% | — | +15.93% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.80% | +0.06% | +3.11% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.79% | -0.09% | +22.14% | |
| 45 | UL | Unilever PLC | 股票-非周期性消费 | 0.76% | — | +25.79% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.74% | -0.11% | +2.25% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.72% | — | +7.92% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.70% | +0.21% | +23.71% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.70% | — | +9.29% | |
| 50 | NOC | Northrop Grumman CORP | 股票-工业 | 0.68% | +0.25% | +27.61% |