CIK: 0001720777
申报总市值
US$14.4亿
仅显示前 200 大持股（共 270 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.62% | — | +11.88% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.53% | +0.13% | -2.84% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.69% | — | +9.12% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.47% | — | +8.63% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | — | +7.68% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.22% | -0.13% | +11.18% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.22% | — | +7.10% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.86% | — | -2.21% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 1.80% | +0.15% | +6.21% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.61% | — | -31.65% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.60% | — | -0.29% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.50% | — | +4.89% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.39% | — | +531.91% | |
| 14 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.34% | — | -0.62% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.06% | — | +7.44% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事业 | 1.05% | -0.36% | +2.07% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.99% | — | — | |
| 18 | HON | Honeywell International INC | 股票-工业 | 0.94% | — | +2.03% | |
| 19 | D | Dominion Energy INC | 股票-公用事业 | 0.92% | — | -0.60% | |
| 20 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 0.92% | — | — | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.91% | — | +0.46% | |
| 22 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.91% | — | -0.59% | |
| 23 | CPB | THE Campbell's Company | 股票-非周期性消费 | 0.89% | — | -0.57% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | — | -4.50% | |
| 25 | FMC | Fmc CORP | 股票-原材料 | 0.88% | — | -0.20% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | -1.81% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.14% | +2.90% | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 0.78% | — | +905.89% | |
| 29 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.78% | — | +1.74% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.09% | +6.04% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.33% | +2.30% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | — | +8.44% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | — | -30.77% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.70% | — | +1.53% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.70% | — | — | |
| 36 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.70% | — | +0.90% | |
| 37 | CI | THE Cigna Group | 股票-医疗保健 | 0.69% | — | -35.03% | |
| 38 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.69% | — | +2.04% | |
| 39 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.67% | — | +4.45% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.67% | -0.14% | +1.35% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.67% | +0.15% | +7.42% | |
| 42 | ROP | Roper Technologies INC | 股票-科技 | 0.66% | — | +0.06% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.66% | — | +2.84% | |
| 44 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.65% | — | +0.26% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.63% | — | -0.02% | |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.63% | — | -0.11% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | -0.14% | +1958.74% | |
| 48 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 0.61% | +0.16% | +2.95% | |
| 49 | CLX | Clorox Company | 股票-非周期性消费 | 0.60% | — | -1.28% | |
| 50 | NTAP | Netapp INC | 股票-科技 | 0.58% | — | — |