CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 405 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 | 12.70% | — | — | |
| 2 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.26% | -0.63% | +0.14% | |
| 3 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.45% | -0.11% | +15.65% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 3.26% | — | -0.08% | |
| 5 | FISV | Fiserv INC | 股票-其他 | 2.14% | -0.01% | -0.19% | |
| 6 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 2.03% | — | -0.62% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | +0.02% | +9.04% | |
| 8 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.89% | +0.15% | -0.09% | |
| 9 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.56% | -0.47% | -9.71% | |
| 10 | AXP | American Express Company | 股票-金融 | 1.52% | — | +4.34% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.47% | -0.34% | -1.11% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.41% | — | -0.35% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | — | +23.63% | |
| 14 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.33% | — | -28.57% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.33% | — | +30.89% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.28% | +0.10% | -1.71% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | +0.41% | -2.09% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | +0.05% | +6.45% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.21% | -0.21% | -10.27% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.20% | — | — | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.20% | +0.03% | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | — | +9.29% | |
| 23 | AFL | Aflac INC | 股票-金融 | 1.07% | — | +0.53% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.06% | +0.76% | -1.51% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 1.05% | +0.08% | -0.87% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 1.04% | +0.01% | +10.23% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 1.01% | -0.03% | -2.73% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.98% | +0.02% | +1.86% | |
| 29 | OMC | Omnicom Group | 股票-通信服务 | 0.96% | -0.39% | +18.14% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.94% | — | +4.18% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | — | -0.39% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.92% | +0.03% | +0.43% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | — | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.90% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | — | -4.33% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.87% | — | -1.55% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.84% | — | +0.84% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.83% | — | +0.01% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.82% | — | -0.58% | |
| 40 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.81% | — | -0.61% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.77% | -0.25% | -1.49% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.75% | — | +0.00% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | — | +12.65% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.70% | +0.02% | -1.66% | |
| 45 | NWL | Newell Brands INC | 股票-非周期性消费 | 0.68% | — | -3.77% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.67% | — | +60.89% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.64% | -0.07% | -5.41% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.64% | +0.12% | +0.02% | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.62% | — | — | |
| 50 | JRS | Nuveen Real Estate Income | 股票-其他 | 0.61% | -0.11% | +0.02% |