CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 402 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 | PFE | Pfizer INC | 股票-医疗保健 | 12.90% | — | — | |
| 2 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.17% | -0.63% | -6.71% | |
| 3 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 3.31% | — | +1.02% | |
| 4 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.11% | -0.11% | -17.46% | |
| 5 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 2.41% | -0.47% | +6.16% | |
| 6 | FISV | Fiserv INC | 股票-其他 | 2.12% | -0.01% | +3.20% | |
| 7 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 2.09% | — | -0.41% | |
| 8 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.96% | — | +19.79% | |
| 9 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.95% | +0.15% | +2.70% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.71% | +0.02% | -2.57% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 1.43% | -0.21% | -16.33% | |
| 12 | AXP | American Express Company | 股票-金融 | 1.41% | — | +4.34% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.41% | — | +3.78% | |
| 14 | ✓ | Ega Emerging Global Shs Tr | 股票-其他 | 1.40% | — | -0.02% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.30% | -0.34% | -0.21% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.20% | +0.03% | — | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.19% | +0.10% | +8.27% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.19% | — | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.18% | +0.76% | -0.36% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | — | +4.55% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.13% | +0.02% | +0.47% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | +0.05% | +2.41% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | +0.41% | +0.00% | |
| 24 | AFL | Aflac INC | 股票-金融 | 1.08% | — | +7.55% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | — | +8.62% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | — | -2.74% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | — | +7.11% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 1.00% | -0.03% | +18.90% | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 0.98% | +0.08% | — | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.93% | +0.03% | — | |
| 31 | UTXZ | United Tech CORP | 股票-其他 | 0.92% | +0.01% | +6.08% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.91% | — | -0.29% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.91% | — | -15.17% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | — | |
| 35 | DHR | Danaher CORP | 股票-医疗保健 | 0.86% | — | +5.45% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.83% | — | +15.50% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | — | -0.28% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.81% | -0.25% | +0.00% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | — | +3.74% | |
| 40 | OMC | Omnicom Group | 股票-通信服务 | 0.74% | -0.39% | +3.89% | |
| 41 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.73% | — | +4.75% | |
| 42 | KMI | Kinder Morgan INC | 股票-能源 | 0.73% | — | +9.00% | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.71% | — | — | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.70% | -0.07% | +11.60% | |
| 45 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.69% | +0.02% | -0.35% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.68% | — | -2.56% | |
| 47 | JWNUSD | Nordstrom INC | 股票-其他 | 0.67% | — | +4.87% | |
| 48 | NWL | Newell Brands INC | 股票-非周期性消费 | 0.67% | — | — | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.63% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | +2.67% |