CIK: 0001480916
申报总市值
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仅显示前 200 大持股（共 226 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 | AAPL | Apple INC | 股票-科技 | 9.71% | — | -3.59% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 8.90% | — | +16.67% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.14% | — | -7.50% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.88% | — | -1.32% | |
| 5 | TROW | T Rowe Price Group INC | 股票-金融 | 3.36% | — | -1.59% | |
| 6 | AXSM | Axsome Therapeutics INC | 股票-医疗保健 | 3.22% | — | — | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.87% | — | -2.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.73% | — | -2.92% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.54% | — | +9.61% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.30% | — | -3.52% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.25% | — | -2.81% | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.68% | — | -1.39% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.68% | — | -0.90% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.58% | — | -5.10% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.41% | — | -0.81% | |
| 16 | ALGN | Align Technology INC | 股票-医疗保健 | 1.39% | — | -0.01% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.37% | — | -0.89% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.34% | — | -8.45% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.27% | — | +926.22% | |
| 20 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 1.21% | — | -8.06% | |
| 21 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.18% | — | -4.74% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.17% | — | -7.24% | |
| 23 | UBER | Uber Technologies INC | 股票-工业 | 1.11% | — | -9.45% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 1.06% | — | -1.70% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 0.95% | — | -0.31% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.94% | — | -1.94% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 0.93% | — | -5.68% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.76% | — | -1.54% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.75% | — | — | |
| 30 | PWR | Quanta Services INC | 股票-工业 | 0.73% | — | -2.98% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -19.11% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +3.29% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | — | -4.02% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | — | — | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.60% | — | — | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | +2.49% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | — | -2.56% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | — | — | |
| 39 | HBMD | Howard Bancorp INC | 股票-其他 | 0.49% | — | — | |
| 40 | MMM | 3m Co | 股票-工业 | 0.48% | — | -13.01% | |
| 41 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.47% | — | -18.06% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.47% | — | -0.89% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +0.58% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.42% | — | -1.11% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | -19.39% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.36% | — | -10.25% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.34% | — | -1.62% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | — | -21.35% | |
| 49 | PBW | Invesco Wilderhill Clean Ene | ETF-其他 | 0.34% | — | — | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.33% | — | +0.24% |