CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 235 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 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.32% | -0.63% | -0.26% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.87% | -0.11% | -2.40% | |
| 3 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 3.13% | — | +2.18% | |
| 4 | FISV | Fiserv INC | 股票-其他 | 2.99% | -0.01% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.11% | -0.01% | -1.72% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.11% | — | -0.85% | |
| 7 | EMLP | First Trust North American E | ETF-其他 | 2.01% | +0.67% | +9.29% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.00% | +0.76% | -0.89% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 1.97% | -0.03% | -0.24% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.96% | -0.34% | -0.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.84% | +0.02% | -6.93% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | +0.41% | -1.06% | |
| 13 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.72% | +0.15% | -0.31% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.69% | +0.03% | -5.15% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.60% | -0.21% | +17.22% | |
| 16 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.58% | — | +0.43% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.57% | +0.05% | -0.26% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.56% | +0.03% | -0.53% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.52% | — | -1.66% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.49% | — | -3.27% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | — | +0.92% | |
| 22 | ITW | Illinois Tool Works | 股票-工业 | 1.48% | +0.08% | — | |
| 23 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.48% | -0.47% | -10.06% | |
| 24 | AFL | Aflac INC | 股票-金融 | 1.46% | — | -0.72% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.44% | — | -1.04% | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.42% | +0.10% | +1.55% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 1.37% | +0.02% | -0.87% | |
| 28 | AXP | American Express Company | 股票-金融 | 1.34% | — | +0.93% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 1.30% | -0.25% | +0.00% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.27% | — | -0.69% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 1.22% | — | -0.87% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.12% | — | -0.17% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.08% | — | -2.27% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.03% | — | -0.47% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 1.00% | — | +1.45% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.00% | — | +0.76% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.95% | -0.36% | +27.71% | |
| 38 | NWL | Newell Brands INC | 股票-非周期性消费 | 0.94% | — | +7.81% | |
| 39 | OMC | Omnicom Group | 股票-通信服务 | 0.93% | -0.39% | +0.27% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.92% | — | +2.59% | |
| 41 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.91% | +0.02% | +4.07% | |
| 42 | UTXZ | United Tech CORP | 股票-其他 | 0.84% | +0.01% | — | |
| 43 | JRS | Nuveen Real Estate Income | 股票-其他 | 0.81% | -0.11% | +0.02% | |
| 44 | VDE | Vanguard Energy ETF | ETF-其他 | 0.81% | +0.22% | -19.45% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.78% | — | -0.45% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.75% | -0.07% | -4.85% | |
| 47 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.75% | — | -6.84% | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.72% | — | -2.98% | |
| 49 | HUBG | Hub Group Inc-cl A | 股票-其他 | 0.72% | — | — | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.72% | — | -0.62% |