CIK: 0001730578
申报总市值
US$1.5亿
| # | 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 | 6.18% | -2.55% | — | |
| 2 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 3.59% | — | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.71% | -0.27% | — | |
| 4 | INTC | Intel CORP | 股票-科技 | 2.69% | +1.11% | — | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.68% | — | — | |
| 6 | BA | Boeing Co/the | 股票-工业 | 2.67% | +0.07% | — | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 2.38% | — | — | |
| 8 | ✓ | Guggenheim S&p 500 Equal Weight ETF | ETF-大型股与成长 | 2.10% | — | — | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 2.10% | — | — | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.09% | — | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.07% | — | — | |
| 12 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 2.03% | — | — | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.92% | — | — | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 1.85% | — | — | |
| 15 | AMAT | Applied Materials INC | 股票-科技 | 1.64% | — | — | |
| 16 | TXN | Texas Instruments INC | 股票-科技 | 1.57% | — | — | |
| 17 | ✓ | Etfs Platinum Tr | 股票-其他 | 1.52% | — | — | |
| 18 | MU | Micron Technology INC | 股票-科技 | 1.49% | +5.26% | — | |
| 19 | T | At&t INC | 股票-通信服务 | 1.47% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.37% | — | — | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.29% | — | — | |
| 23 | C | Citigroup INC | 股票-金融 | 1.24% | — | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.22% | — | — | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.20% | — | — | |
| 26 | PPAUSD | Invesco Aerospace & Defense | ETF-其他 | 1.16% | — | — | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.14% | — | — | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | — | — | |
| 29 | URI | United Rentals INC | 股票-工业 | 1.12% | +0.49% | — | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.10% | — | — | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 1.05% | +0.40% | NEW | |
| 32 | PSEC | Prospect Capital CORP | 股票-其他 | 1.00% | — | — | |
| 33 | BIIB | Biogen INC | 股票-医疗保健 | 0.98% | — | — | |
| 34 | PYPL | Paypal Holdings INC | 股票-金融 | 0.97% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | — | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.89% | — | — | |
| 37 | YYEUR | Yy Inc-adr | 股票-其他 | 0.86% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.85% | — | — | |
| 39 | AABAUSD | Altaba INC | 股票-其他 | 0.82% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | — | |
| 41 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.82% | — | — | |
| 42 | HPF | John Hancock Prefer INC Ii | 股票-其他 | 0.75% | — | — | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.73% | — | — | |
| 44 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.72% | — | — | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.69% | +0.16% | — | |
| 46 | MO | Altria Group INC | 股票-非周期性消费 | 0.68% | — | — | |
| 47 | ✓ | Andeavor Logistics LP | 股票-其他 | 0.65% | — | — | |
| 48 | LF2 | Pacific Premier Bancorp INC | 股票-其他 | 0.65% | — | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | — | — | |
| 50 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.65% | — | — |