CIK: 0001598898
申报总市值
US$1.8亿
仅显示前 200 大持股（共 261 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 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 7.83% | -0.60% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.19% | +0.01% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.12% | -0.10% | — | |
| 4 | AAPL | Apple Computer | 股票-科技 | 3.59% | — | — | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.91% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.60% | -0.22% | — | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.48% | +0.12% | NEW | |
| 8 | OXY | Occidental Petroleum CORP | 股票-能源 | 2.39% | -0.15% | — | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 2.11% | — | — | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 2.02% | — | — | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.93% | — | — | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.93% | +0.05% | — | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.83% | — | — | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | +0.14% | — | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.21% | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | -0.01% | — | |
| 17 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 1.59% | — | — | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.56% | +0.10% | — | |
| 19 | CB | Chubb Limited | 股票-金融 | 1.55% | — | — | |
| 20 | USB | US Bancorp | 股票-金融 | 1.54% | -0.03% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.50% | — | — | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.45% | -0.20% | — | |
| 23 | COR | Cencora INC | 股票-医疗保健 | 1.38% | — | — | |
| 24 | HUM | Humana INC | 股票-医疗保健 | 1.37% | +0.44% | — | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.36% | — | — | |
| 26 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 1.31% | — | — | |
| 27 | ✓ | 股票-其他 | 1.19% | — | — | ||
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 1.14% | — | — | |
| 29 | ✓ | 股票-其他 | 1.14% | — | — | ||
| 30 | CAT | Caterpillar INC | 股票-工业 | 1.09% | +0.02% | — | |
| 31 | BAX | Baxter International Inc. | 股票-医疗保健 | 1.06% | — | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.05% | +0.14% | — | |
| 33 | ✓ | Powershares | 股票-其他 | 1.04% | — | — | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.03% | +0.01% | — | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 1.02% | — | — | |
| 36 | MCHP | Microchip Technology INC | 股票-科技 | 1.01% | +0.06% | — | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.00% | +0.06% | — | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.92% | — | — | |
| 39 | SLB | Slb LTD | 股票-能源 | 0.90% | — | — | |
| 40 | COP | Conocophillips | 股票-能源 | 0.88% | +0.05% | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.88% | — | — | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.88% | -0.13% | — | |
| 43 | SDA | Sealed Air CORP | 股票-周期性消费 | 0.87% | — | — | |
| 44 | FDX | Fedex CORP | 股票-工业 | 0.87% | — | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.81% | — | — | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.79% | — | — | |
| 47 | ✓ | BB&T Pfd F | 股票-其他 | 0.67% | — | — | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.65% | — | — | |
| 49 | WFC 5.125 PERP O | Wells Fargo & Company | 股票-金融 | 0.64% | — | — | |
| 50 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.62% | — | — |