CIK: 0001583751
申报总市值
US$18.8亿
仅显示前 200 大持股（共 1598 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 | AAPL | Apple INC | 股票-科技 | 11.02% | -0.25% | +3.18% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.02% | -0.06% | +0.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.24% | — | -15.19% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.28% | +0.92% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.83% | -0.06% | +1.31% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.80% | +0.04% | +2.89% | |
| 7 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.99% | — | +0.03% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | +0.12% | -1.89% | |
| 9 | HON | Honeywell International INC | 股票-工业 | 1.67% | +0.02% | +9.72% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.65% | +0.07% | -0.78% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.10% | -1.30% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.04% | -1.14% | |
| 13 | MMM | 3m Co | 股票-工业 | 1.30% | — | -2.17% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.21% | — | +0.21% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.06% | — | +0.08% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.04% | — | +0.10% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.03% | — | +18.63% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.00% | -0.06% | -0.05% | |
| 19 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.98% | — | +0.08% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.08% | -2.57% | |
| 21 | ZION | Zions Bancorp NA | 股票-金融 | 0.94% | — | +0.13% | |
| 22 | CAT | Caterpillar INC | 股票-工业 | 0.93% | +0.08% | +0.73% | |
| 23 | T | At&t INC | 股票-通信服务 | 0.92% | — | -0.14% | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 0.91% | — | +0.23% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | +0.04% | -1.04% | |
| 26 | WWD | Woodward INC | 股票-工业 | 0.88% | +0.03% | -0.03% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.87% | — | +96.72% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.85% | — | +2.86% | |
| 29 | AXON | Axon Enterprise INC | 股票-工业 | 0.85% | — | — | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.84% | — | +1.21% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.81% | — | -2.58% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | -0.04% | -2.49% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.76% | — | +3.19% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | — | -4.01% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | — | +1.00% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | -6.70% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | -0.15% | +4.86% | |
| 38 | ✓ | Calavo Growers INC | 股票-其他 | 0.65% | — | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.63% | — | -0.18% | |
| 40 | BIIB | Biogen INC | 股票-医疗保健 | 0.62% | — | +0.19% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.61% | — | -8.04% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.59% | — | +0.56% | |
| 43 | INTU | Intuit INC | 股票-科技 | 0.58% | — | +4.49% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.56% | — | +5.96% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | +4.51% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | — | +5.35% | |
| 47 | COR | Cencora INC | 股票-医疗保健 | 0.51% | +0.02% | NEW | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | — | +1.86% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | — | +0.60% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | — | +4.39% |