CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 387 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 | 11.88% | — | +3.31% | |
| 2 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.29% | -0.63% | -2.42% | |
| 3 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.66% | -0.11% | +2.67% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 2.48% | — | -12.64% | |
| 5 | FISV | Fiserv INC | 股票-其他 | 2.31% | -0.01% | -2.10% | |
| 6 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.04% | +0.15% | +2.94% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.00% | +0.02% | +6.18% | |
| 8 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.92% | — | -3.16% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.71% | — | +16.95% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.53% | -0.34% | -1.20% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.50% | — | +0.27% | |
| 12 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.34% | -0.47% | -8.90% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | +0.05% | +1.74% | |
| 14 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.28% | — | -8.46% | |
| 15 | AXP | American Express Company | 股票-金融 | 1.26% | — | +6.22% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.24% | — | +3.81% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | +0.41% | -1.52% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.20% | — | — | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.19% | -0.21% | -3.43% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.18% | +0.03% | — | |
| 21 | AFL | Aflac INC | 股票-金融 | 1.17% | — | +5.08% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.16% | +0.10% | -2.15% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.13% | +0.76% | +4.47% | |
| 24 | ITW | Illinois Tool Works | 股票-工业 | 1.13% | +0.08% | -1.24% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.12% | +0.03% | +30.70% | |
| 26 | OMC | Omnicom Group | 股票-通信服务 | 1.08% | -0.39% | +3.12% | |
| 27 | UTXZ | United Tech CORP | 股票-其他 | 1.08% | +0.01% | +0.29% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.06% | — | -17.06% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 1.05% | -0.03% | +9.50% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 1.01% | — | +6.34% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.00% | — | +11.90% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.99% | +0.02% | +1.21% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.99% | — | +5.78% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.95% | — | -0.94% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.93% | -0.25% | +9.38% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.93% | — | — | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | — | -0.19% | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.85% | — | -0.28% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | — | -0.89% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.80% | — | +2.82% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | — | +0.51% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | — | +0.23% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.73% | — | +6.94% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.72% | +0.02% | +15.94% | |
| 45 | SLB | Slb LTD | 股票-能源 | 0.70% | -0.07% | +4.71% | |
| 46 | NWL | Newell Brands INC | 股票-非周期性消费 | 0.67% | — | -0.49% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.65% | — | — | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.64% | — | — | |
| 49 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.64% | — | -1.65% | |
| 50 | JRS | Nuveen Real Estate Income | 股票-其他 | 0.62% | -0.11% | +0.02% |