CIK: 0001587836
申报总市值
US$11.5亿
仅显示前 200 大持股（共 205 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 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.88% | +0.59% | +0.03% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 5.92% | — | +1.97% | |
| 3 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.96% | -4.09% | +5.19% | |
| 4 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 2.93% | — | +4.26% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.76% | +0.04% | +1.16% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.64% | +1.09% | +6.34% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.07% | -0.10% | +0.13% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.77% | — | -0.14% | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.73% | — | -0.28% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.71% | -0.24% | +0.04% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.61% | — | -0.85% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 1.49% | -0.07% | -0.70% | |
| 13 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.43% | — | -1.24% | |
| 14 | SYF | Synchrony Financial | 股票-金融 | 1.40% | — | -0.38% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | — | -3.67% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.32% | -0.05% | -2.12% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.29% | — | -1.67% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | — | +1.40% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | +0.02% | -1.46% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.21% | +0.18% | +0.59% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.16% | +0.01% | -0.23% | |
| 22 | MMM | 3m Co | 股票-工业 | 1.14% | — | +2.42% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | +0.13% | +0.48% | |
| 24 | MCHP | Microchip Technology INC | 股票-科技 | 1.09% | -0.02% | -1.50% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | — | +7.99% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | — | +3.41% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | -0.01% | -0.01% | |
| 28 | ✓ | 股票-其他 | 0.96% | — | +6.86% | ||
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.94% | — | +0.62% | |
| 30 | FISV | Fiserv INC | 股票-其他 | 0.93% | — | +0.64% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.91% | -0.02% | -1.06% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.90% | +0.03% | +1.76% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 0.88% | — | +0.03% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.85% | +0.05% | -3.17% | |
| 35 | PXGBX | Praxair INC | 股票-其他 | 0.82% | — | +0.77% | |
| 36 | DFSEUR | Discover Financial Services | 股票-其他 | 0.81% | — | +3.58% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | — | +0.10% | |
| 38 | EMR | Emerson Electric Co | 股票-工业 | 0.79% | — | -28.84% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.78% | — | +1.24% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | +2.11% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | — | +3.76% | |
| 42 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.74% | — | -0.73% | |
| 43 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.72% | — | -0.44% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.69% | — | +0.10% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | -3.78% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.68% | — | +0.73% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | -0.17% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.65% | — | +0.36% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.64% | -0.14% | +0.02% | |
| 50 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.62% | — | -0.69% |