CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 380 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 | 6.09% | -0.63% | -0.16% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 4.46% | -0.11% | +1.19% | |
| 3 | FISV | Fiserv INC | 股票-其他 | 2.96% | -0.01% | -6.70% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 2.78% | — | -4.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.47% | +0.02% | +7.16% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | -0.01% | -0.08% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.25% | +0.76% | -0.81% | |
| 8 | EMLP | First Trust North American E | ETF-其他 | 2.16% | +0.67% | +9.45% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.13% | — | +2.05% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.11% | +0.41% | -2.89% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.87% | -0.03% | -5.77% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.87% | +0.03% | +4.15% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.85% | -0.21% | +3.51% | |
| 14 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.78% | -0.47% | +0.18% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.77% | — | +4.73% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.70% | -0.34% | -8.62% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.60% | — | +0.86% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.58% | +0.10% | -10.04% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.57% | — | -0.17% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.54% | +0.02% | -3.89% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.54% | +0.03% | -2.76% | |
| 22 | AXP | American Express Company | 股票-金融 | 1.48% | — | -5.28% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.46% | +0.05% | +3.74% | |
| 24 | AFL | Aflac INC | 股票-金融 | 1.45% | — | -1.60% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.35% | +0.15% | +3.56% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | — | -9.74% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.24% | — | -1.67% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.18% | — | -1.16% | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 1.17% | +0.08% | -9.21% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 1.08% | — | -2.69% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 1.06% | — | -0.76% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 1.05% | -0.25% | -8.71% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | -1.69% | |
| 34 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.03% | — | -6.23% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.02% | — | +1.75% | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 1.02% | — | -1.98% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.01% | -0.36% | -0.49% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.96% | — | -1.47% | |
| 39 | VDE | Vanguard Energy ETF | ETF-其他 | 0.93% | +0.22% | -4.97% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.91% | — | -1.48% | |
| 41 | OMC | Omnicom Group | 股票-通信服务 | 0.87% | -0.39% | -3.02% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.86% | +0.02% | -3.36% | |
| 43 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.80% | — | — | |
| 44 | HUBG | Hub Group Inc-cl A | 股票-其他 | 0.79% | — | -0.52% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.75% | +0.01% | -1.38% | |
| 46 | JRS | Nuveen Real Estate Income | 股票-其他 | 0.67% | -0.11% | -4.84% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.66% | — | -3.69% | |
| 48 | WEP | Magellan Midstream Partners | 股票-其他 | 0.60% | — | +31.45% | |
| 49 | TROW | T Rowe Price Group INC | 股票-金融 | 0.59% | -0.29% | -0.81% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | -1.57% |