CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 291 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 | IFGL | Ishares International Develo | ETF-其他 | 4.24% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.58% | -0.62% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.46% | +0.30% | — | |
| 4 | XLF | Ss Financial Select Sector | ETF-其他 | 2.23% | — | — | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.00% | -0.22% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.92% | -0.06% | — | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.88% | — | — | |
| 8 | IEO | Ishares U.s. Oil & Gas Explo | ETF-其他 | 1.84% | — | — | |
| 9 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 1.81% | — | — | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.65% | — | — | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.64% | — | — | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.62% | — | — | |
| 13 | AMT | American Tower CORP | 股票-房地产 | 1.62% | — | — | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.52% | — | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.50% | — | — | |
| 16 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.46% | — | — | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.40% | -0.11% | — | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.40% | — | — | |
| 19 | BLKCHF | Blackrock INC | 股票-其他 | 1.36% | — | — | |
| 20 | SNY | Sanofi-adr | 股票-医疗保健 | 1.30% | — | — | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.29% | -0.09% | — | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | — | — | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.28% | — | — | |
| 24 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 1.28% | — | — | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 1.27% | -0.06% | — | |
| 26 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 1.26% | — | — | |
| 27 | WM | Waste Management INC | 股票-工业 | 1.23% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | — | — | |
| 29 | T | At&t INC | 股票-通信服务 | 1.22% | — | — | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 1.21% | — | — | |
| 31 | ELV | Elevance Health INC | 股票-医疗保健 | 1.21% | — | — | |
| 32 | UTXZ | United Tech CORP | 股票-其他 | 1.18% | — | — | |
| 33 | CSX | Csx CORP | 股票-工业 | 1.16% | — | — | |
| 34 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | 1.15% | — | — | |
| 35 | ✓ | 股票-其他 | 1.14% | — | — | ||
| 36 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 1.13% | — | — | |
| 37 | GOOG | Alphabet A | 股票-通信服务 | 1.13% | — | — | |
| 38 | AVGO | Broadcom Inc. | 股票-科技 | 1.13% | — | — | |
| 39 | AXP | American Express Company | 股票-金融 | 1.13% | — | — | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 1.12% | +0.05% | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.11% | — | — | |
| 42 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.08% | — | — | |
| 43 | ROST | Ross Stores INC | 股票-周期性消费 | 1.07% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.04% | — | — | |
| 45 | VFC | Vf CORP | 股票-周期性消费 | 1.03% | — | — | |
| 46 | INTC | Intel CORP | 股票-科技 | 1.02% | — | — | |
| 47 | NDAQ | Nasdaq INC | 股票-金融 | 1.01% | — | — | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.98% | — | — | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.98% | — | — | |
| 50 | ✓ | Panera Bread Co | 股票-其他 | 0.96% | — | — |