CIK: 0001697953
申报总市值
US$16.9亿
仅显示前 200 大持股（共 463 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.28% | -3.16% | -12.00% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.08% | -0.11% | -25.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.15% | -32.76% | |
| 4 | WMT | Walmart INC | 股票-非周期性消费 | 1.78% | — | -24.79% | |
| 5 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.74% | — | -4.72% | |
| 6 | PFE | Pfizer INC | 股票-医疗保健 | 1.61% | — | +143.10% | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.60% | — | +74.98% | |
| 8 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.50% | — | +34.12% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 1.48% | — | -10.12% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.47% | — | -19.33% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | — | +85.38% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.47% | — | +184.13% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.40% | — | -13.52% | |
| 14 | TGT | Target CORP | 股票-周期性消费 | 1.35% | — | -30.96% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 1.26% | -0.14% | -34.00% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.24% | +0.10% | NEW | |
| 17 | INTU | Intuit INC | 股票-科技 | 1.23% | — | -10.90% | |
| 18 | KEL | Kellanova | 股票-其他 | 1.15% | — | +2184.26% | |
| 19 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.12% | — | — | |
| 20 | FDX | Fedex CORP | 股票-工业 | 1.11% | — | +0.58% | |
| 21 | INCY | Incyte CORP | 股票-医疗保健 | 1.08% | — | +416.48% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.03% | — | -0.65% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 0.99% | — | +144.07% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 0.99% | — | +15.40% | |
| 25 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.92% | — | +100.46% | |
| 26 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.87% | -0.12% | — | |
| 27 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.86% | — | +154.84% | |
| 28 | FAST | Fastenal Co | 股票-工业 | 0.84% | — | -7.29% | |
| 29 | SPGI | S&p Global INC | 股票-金融 | 0.84% | — | -8.18% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | — | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.83% | — | -38.02% | |
| 32 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.81% | — | — | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | — | -19.94% | |
| 34 | EA | Electronic Arts INC | 股票-通信服务 | 0.77% | — | +158.66% | |
| 35 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.76% | — | +276.97% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.74% | — | +33.58% | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 0.72% | — | — | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.71% | — | — | |
| 39 | NVR | Nvr INC | 股票-周期性消费 | 0.71% | — | -23.23% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | — | +107.93% | |
| 41 | DG | Dollar General CORP | 股票-非周期性消费 | 0.66% | — | -7.26% | |
| 42 | KR | Kroger Co | 股票-非周期性消费 | 0.61% | — | +97.18% | |
| 43 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.61% | — | -57.82% | |
| 44 | QRVO | Qorvo INC | 股票-科技 | 0.59% | — | -2.86% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.59% | +0.41% | -13.99% | |
| 46 | HO1 | Hologic INC | 股票-其他 | 0.56% | — | +380.21% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | -75.16% | |
| 48 | ZTS | Zoetis INC | 股票-医疗保健 | 0.55% | — | -54.96% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.55% | — | +101.57% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | -59.84% |