CIK: 0001480916
申报总市值
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| # | 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 | 22.77% | — | +5.07% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.30% | — | +25.71% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.99% | — | -1.58% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.43% | — | -2.23% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.30% | — | -3.32% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.63% | — | -2.26% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.33% | — | -6.17% | |
| 8 | TROW | T Rowe Price Group INC | 股票-金融 | 1.77% | — | +0.06% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.65% | — | -4.46% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.63% | — | -4.40% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.63% | — | -7.78% | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.62% | — | -3.91% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.59% | — | +1.07% | |
| 14 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.42% | — | -5.79% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | — | -5.87% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.36% | — | -8.66% | |
| 17 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 1.29% | — | -27.71% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.14% | — | +0.07% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.12% | — | +2.43% | |
| 20 | LMEUR | Legg Mason INC | 股票-其他 | 1.07% | — | -0.02% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | -2.83% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.86% | — | -6.99% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | -3.90% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +1.40% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 0.77% | — | +1.94% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | — | -3.15% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | — | -2.75% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.67% | — | -22.47% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.66% | — | -0.76% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | -6.09% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | — | +45.65% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | -16.69% | |
| 33 | ALGN | Align Technology INC | 股票-医疗保健 | 0.65% | — | +19.47% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | +1.30% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.58% | — | — | |
| 36 | MMM | 3m Co | 股票-工业 | 0.57% | — | -10.77% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.56% | — | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.54% | — | -12.09% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.54% | — | -7.12% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | +8.66% | |
| 41 | UBER | Uber Technologies INC | 股票-工业 | 0.41% | — | +2.84% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.40% | — | — | |
| 43 | HBMD | Howard Bancorp INC | 股票-其他 | 0.39% | — | — | |
| 44 | AMT | American Tower CORP | 股票-房地产 | 0.38% | — | — | |
| 45 | PWR | Quanta Services INC | 股票-工业 | 0.37% | — | -10.11% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.36% | — | +49.41% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | +0.07% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | -0.69% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.34% | — | -0.28% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | — | -6.57% |