CIK: 0001569071
申报总市值
US$4.4亿
仅显示前 200 大持股（共 313 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 | MMM | 3m Co | 股票-工业 | 6.81% | — | -0.24% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.98% | — | -1.44% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.68% | — | +10.80% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-其他 | 3.51% | — | +12.60% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | — | -3.66% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.52% | — | +18.45% | |
| 7 | BA | Boeing Co/the | 股票-工业 | 2.42% | — | -0.27% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.31% | — | -2.54% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.05% | — | +15.84% | |
| 10 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.98% | — | +22.83% | |
| 11 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.93% | — | +8.80% | |
| 12 | JSMD | Janus Small Mid Cap Gr Alp | ETF-其他 | 1.92% | — | +16.18% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.80% | — | +0.19% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.47% | — | +12.09% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.28% | — | +15.99% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 1.27% | — | +15.41% | |
| 17 | NFLX | Netflix INC | 股票-通信服务 | 1.25% | — | -1.30% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | — | -2.84% | |
| 19 | ✓ | John Hancock Exchange Traded | 股票-其他 | 1.19% | — | +16.87% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.10% | — | +12.62% | |
| 21 | ADBE | Adobe INC | 股票-科技 | 1.09% | — | -2.37% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | — | -1.34% | |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 1.08% | — | +40.30% | |
| 24 | ✓ | Victoryshares US | 股票-其他 | 1.01% | — | +26.96% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | — | +3.26% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | — | -2.39% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | — | -1.50% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | — | -0.49% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.81% | — | -0.41% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | +6.11% | |
| 31 | XLB | Ss Materials Select Sector | ETF-其他 | 0.73% | — | +17.74% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | — | +0.13% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.67% | — | +12.46% | |
| 34 | INCO | Columbia India Consumer ETF | ETF-其他 | 0.66% | — | +17.31% | |
| 35 | PNC | Pnc Financial Services Group | 股票-金融 | 0.64% | — | -1.20% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | — | +5.51% | |
| 37 | BLKCHF | Blackrock INC | 股票-其他 | 0.63% | — | -1.69% | |
| 38 | CAT | Caterpillar INC | 股票-工业 | 0.63% | — | -2.00% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | -3.79% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.60% | — | +0.02% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | +1.93% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -0.32% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.55% | — | — | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.53% | — | -0.78% | |
| 45 | MAS | Masco CORP | 股票-工业 | 0.52% | — | -2.80% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | +1.74% | |
| 47 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.52% | — | -3.18% | |
| 48 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.52% | — | -0.18% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | — | +44.15% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | — | +11.55% |