CIK: 0001480916
申报总市值
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仅显示前 200 大持股（共 221 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.56% | — | -1.73% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.88% | — | -1.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.42% | — | +3.52% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.37% | — | -0.94% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.50% | — | -0.82% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.37% | — | +22.77% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.36% | — | -3.46% | |
| 8 | TROW | T Rowe Price Group INC | 股票-金融 | 1.81% | — | +0.59% | |
| 9 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 1.70% | — | -0.79% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.68% | — | -12.96% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.58% | — | -1.36% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.57% | — | +1.44% | |
| 13 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.47% | — | -1.59% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.46% | — | +3.84% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | — | -0.60% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.44% | — | -1.42% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | — | +14.13% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.29% | — | -0.64% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | — | -1.79% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | — | +2.24% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | -0.23% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.04% | — | -1.71% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.97% | — | -4.55% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.93% | — | -1.47% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +7.44% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | — | +46.10% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.84% | — | -16.63% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.84% | — | -0.21% | |
| 29 | LMEUR | Legg Mason INC | 股票-其他 | 0.82% | — | -10.11% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.77% | — | +4.28% | |
| 31 | UTXZ | United Tech CORP | 股票-其他 | 0.76% | — | -3.32% | |
| 32 | MMM | 3m Co | 股票-工业 | 0.74% | — | -8.43% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.69% | — | +24.53% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | — | -1.91% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | +4.55% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.60% | — | -1.23% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.58% | — | — | |
| 38 | WRI | Weingarten Realty Investors | 股票-其他 | 0.58% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +17.75% | |
| 40 | HBMD | Howard Bancorp INC | 股票-其他 | 0.52% | — | — | |
| 41 | SUPN | Supernus Pharmaceuticals INC | 股票-医疗保健 | 0.48% | — | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.43% | — | -3.68% | |
| 43 | PWR | Quanta Services INC | 股票-工业 | 0.42% | — | -1.25% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.38% | — | +2.03% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | -9.19% | |
| 46 | ALGN | Align Technology INC | 股票-医疗保健 | 0.35% | — | — | |
| 47 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.35% | — | -6.24% | |
| 48 | AMT | American Tower CORP | 股票-房地产 | 0.34% | — | +6.57% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.34% | — | +65.87% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.33% | — | +18.82% |