CIK: 0001682196
申报总市值
US$1.8亿
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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.66% | -0.34% | +1.68% | |
| 2 | VALE | Vale S.A. | 股票-原材料 | 5.05% | — | +46.57% | |
| 3 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.36% | +0.65% | +44.66% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.14% | — | +2.51% | |
| 5 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 4.05% | — | +2.56% | |
| 6 | HAL | Halliburton Co | 股票-能源 | 3.50% | +0.19% | NEW | |
| 7 | PRI | Primerica INC | 股票-金融 | 3.09% | +0.40% | -5.58% | |
| 8 | KMI | Kinder Morgan INC | 股票-能源 | 2.89% | -0.06% | +172.41% | |
| 9 | MCK | Mckesson CORP | 股票-医疗保健 | 2.78% | — | +1923.38% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | — | -54.57% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.65% | — | +958.28% | |
| 12 | AME | Ametek INC | 股票-工业 | 2.65% | — | — | |
| 13 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 2.60% | — | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.27% | — | -0.55% | |
| 15 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.88% | — | +0.01% | |
| 16 | EPC | Edgewell Personal Care Co | 股票-其他 | 1.58% | — | +0.54% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.40% | +0.52% | -0.13% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.08% | -0.38% | +2.98% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.01% | -0.66% | EXIT | |
| 20 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.97% | -0.45% | EXIT | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | — | -1.91% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | — | -3.21% | |
| 23 | CELG | Celgene CORP | 股票-其他 | 0.86% | -0.17% | -0.88% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.86% | — | -4.63% | |
| 25 | AIG | American International Group | 股票-金融 | 0.77% | — | -3.34% | |
| 26 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.72% | — | -1.58% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | — | +40.29% | |
| 28 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.70% | -0.23% | -34.98% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | -0.14% | EXIT | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.66% | — | +2.29% | |
| 31 | FTCS | First Trust Capital Strength | ETF-其他 | 0.62% | +0.64% | +30.50% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.62% | — | -5.16% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.61% | — | +7.90% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | -20.32% | |
| 35 | SLB | Slb LTD | 股票-能源 | 0.55% | — | -1.76% | |
| 36 | PCAR | Paccar INC | 股票-工业 | 0.55% | — | -0.35% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | — | -6.29% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.53% | — | +5.29% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | — | +6.53% | |
| 40 | BABUSD | Invesco Taxable Municipal Bo | ETF-其他 | 0.52% | — | -18.91% | |
| 41 | GBCI | Glacier Bancorp INC | 股票-金融 | 0.52% | — | -1.72% | |
| 42 | MRO* | Marathon Oil CORP | 股票-其他 | 0.50% | — | +0.27% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.48% | — | +41.91% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.46% | — | +18.44% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | +8.19% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.43% | — | +6.50% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.42% | — | -0.95% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | +11.67% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | — | +34.81% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.41% | — | -8.37% |