CIK: 0001697953
申报总市值
US$16.9亿
仅显示前 200 大持股（共 454 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 | 3.33% | -3.16% | +107.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.52% | — | +6.23% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.46% | — | +20.18% | |
| 4 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.90% | — | -1.79% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | -0.15% | -3.96% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.69% | -0.11% | -3.74% | |
| 7 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.67% | — | -6.33% | |
| 8 | INCY | Incyte CORP | 股票-医疗保健 | 1.63% | — | -2.66% | |
| 9 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.62% | -0.12% | -9.33% | |
| 10 | KEL | Kellanova | 股票-其他 | 1.56% | — | -1.36% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.47% | — | -10.23% | |
| 12 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.46% | — | +3.70% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.45% | — | -4.98% | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.44% | — | -0.74% | |
| 15 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.38% | — | +14.26% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.38% | — | +5.59% | |
| 17 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.38% | — | -2.87% | |
| 18 | ADBE | Adobe INC | 股票-科技 | 1.21% | -0.14% | +21.52% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.10% | — | +1.55% | |
| 20 | VLO | Valero Energy CORP | 股票-能源 | 0.98% | — | -1.04% | |
| 21 | CFG | Citizens Financial Group | 股票-金融 | 0.94% | — | +0.56% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.92% | — | +138.17% | |
| 23 | EA | Electronic Arts INC | 股票-通信服务 | 0.91% | — | -2.33% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | +87.04% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | — | +6.96% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | -1.53% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.83% | +0.11% | NEW | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.79% | — | -1.84% | |
| 29 | MCK | Mckesson CORP | 股票-医疗保健 | 0.76% | -0.11% | +9.13% | |
| 30 | FDS | Factset Research Systems INC | 股票-金融 | 0.73% | — | +14.36% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | — | |
| 32 | KR | Kroger Co | 股票-非周期性消费 | 0.66% | — | +18.05% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | +0.10% | NEW | |
| 34 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.65% | — | -16.92% | |
| 35 | CPT | Camden Property Trust | 股票-房地产 | 0.65% | — | +0.54% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.63% | — | +70.18% | |
| 37 | FNF | Fidelity National Financial | 股票-金融 | 0.59% | — | +20.31% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.59% | — | — | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.59% | — | -21.87% | |
| 40 | INTU | Intuit INC | 股票-科技 | 0.59% | — | -0.13% | |
| 41 | EMN | Eastman Chemical Co | 股票-原材料 | 0.59% | — | +0.93% | |
| 42 | GDDY | Godaddy INC - Class A | 股票-科技 | 0.59% | — | +14.48% | |
| 43 | XEL | Xcel Energy INC | 股票-公用事业 | 0.58% | — | +24.07% | |
| 44 | DG | Dollar General CORP | 股票-非周期性消费 | 0.57% | — | +52.77% | |
| 45 | PPL | Ppl CORP | 股票-公用事业 | 0.57% | — | +0.89% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.57% | — | +9.33% | |
| 47 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.55% | — | -0.59% | |
| 48 | FTV | Fortive CORP | 股票-科技 | 0.55% | — | +0.28% | |
| 49 | SNA | Snap-on INC | 股票-工业 | 0.55% | — | +24.39% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +23.93% |