CIK: 0001730817
申报总市值
US$10.0亿
仅显示前 200 大持股（共 365 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 | MSFT | Microsoft CORP | 股票-科技 | 7.67% | — | -0.22% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.10% | -0.08% | -1.06% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.32% | +0.02% | +1.24% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.06% | -5.44% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.75% | — | +0.95% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.58% | — | +0.39% | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 1.44% | +0.02% | -0.93% | |
| 8 | MNKD | Mannkind CORP | 股票-其他 | 1.41% | +0.92% | +0.99% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.21% | -7.66% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.16% | — | -1.39% | |
| 11 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.15% | -0.40% | +0.41% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.13% | +0.12% | -3.31% | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.10% | — | -0.53% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | — | +0.17% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.05% | — | -1.80% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | +0.08% | +1.98% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.98% | — | -1.05% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.97% | +0.02% | +3.56% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | +0.11% | +3.31% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | — | -5.23% | |
| 21 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.92% | — | -1.10% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.88% | -0.03% | +2.42% | |
| 23 | RING | Ishares Msci Global Gold Min | ETF-避险与商品 | 0.86% | -0.47% | +0.91% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.80% | — | -1.03% | |
| 25 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.78% | — | -0.66% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.77% | — | -4.98% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | — | -4.56% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.76% | — | -2.17% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.75% | — | +1.34% | |
| 30 | ET | Energy Transfer LP | 股票-能源 | 0.71% | — | -1.68% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.68% | +0.20% | -1.98% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.67% | — | -6.45% | |
| 33 | IDV | Ishares International Select | ETF-其他 | 0.65% | — | -1.25% | |
| 34 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.64% | -0.40% | +3.23% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 0.64% | — | -13.97% | |
| 36 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.63% | — | +8.81% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.63% | — | -1.52% | |
| 38 | RHI | Robert Half INC | 股票-工业 | 0.62% | — | +7.82% | |
| 39 | PATH | Uipath INC - Class A | 股票-科技 | 0.62% | — | +2.29% | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.61% | — | -0.98% | |
| 41 | SLVP | Ishares Msci Global Silver A | ETF-避险与商品 | 0.60% | -0.51% | +5.62% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | +0.12% | -0.40% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.58% | — | -2.10% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +0.15% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | — | +4.24% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +0.45% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | +0.79% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.56% | — | -1.19% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | -18.71% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | -1.29% |