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 | 5.47% | +0.08% | -0.75% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.22% | +0.23% | +1.17% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.14% | +0.01% | +2.36% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.65% | -0.77% | +1.21% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.22% | -0.28% | +0.12% | |
| 6 | WMT | Walmart INC | 股票-非周期性消费 | 3.26% | +0.18% | -0.42% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.07% | -0.13% | +6.57% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.76% | -0.40% | -1.93% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.75% | -0.37% | +2.22% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.42% | +0.44% | +0.82% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 2.37% | — | +0.51% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | -0.31% | +3.35% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 2.32% | -0.41% | -0.89% | |
| 14 | CSX | Csx CORP | 股票-工业 | 2.28% | +0.33% | +7.68% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 2.25% | +0.26% | +2.26% | |
| 16 | INTC | Intel CORP | 股票-科技 | 2.03% | — | -0.06% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.99% | +0.09% | +1.20% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.83% | -0.13% | +10.58% | |
| 19 | WM | Waste Management INC | 股票-工业 | 1.79% | +0.13% | +8.05% | |
| 20 | NEE | Nextera Energy INC | 股票-公用事业 | 1.75% | +0.38% | +9.00% | |
| 21 | COP | Conocophillips | 股票-能源 | 1.72% | +0.47% | +1.73% | |
| 22 | HON | Honeywell International INC | 股票-工业 | 1.70% | +0.36% | +4.81% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.63% | -0.45% | +11.17% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.62% | -0.28% | +6.28% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.53% | -0.10% | +7.18% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 1.50% | — | +3.84% | |
| 27 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.47% | +0.30% | +3.57% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.46% | +0.22% | +1.58% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.45% | -0.15% | +100.00% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 1.39% | +0.22% | +5.72% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 1.36% | — | +0.80% | |
| 32 | USB | US Bancorp | 股票-金融 | 1.31% | — | +15.06% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | -0.07% | +5.31% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.21% | +0.53% | +3.77% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.19% | +0.10% | -0.74% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.18% | +0.13% | +5.71% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 1.09% | +0.06% | +1.24% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 1.06% | -0.42% | +1.69% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工业 | 1.03% | +0.25% | +8.34% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.02% | — | +11.67% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 1.00% | -0.09% | +3.97% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.93% | +0.14% | -0.54% | |
| 43 | UL | Unilever PLC | 股票-非周期性消费 | 0.93% | — | +8.16% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.91% | -0.28% | -1.08% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.89% | — | +5.22% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.79% | -0.11% | -1.10% | |
| 47 | GIS | General Mills INC | 股票-非周期性消费 | 0.78% | -0.13% | -0.97% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.74% | +0.21% | +0.07% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.70% | +0.07% | -0.41% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.63% | — | +5.76% |