CIK: 0001765885
申报总市值
US$2.7亿
仅显示前 200 大持股（共 831 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 | 5.87% | -1.71% | -1.40% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.38% | — | -10.12% | |
| 3 | SYK | Stryker CORP | 股票-医疗保健 | 3.86% | -0.14% | -2.29% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.79% | — | -7.87% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.74% | +0.41% | -1.50% | |
| 6 | MMM | 3m Co | 股票-工业 | 1.86% | -0.07% | -1.64% | |
| 7 | WHG | Westwood Holdings Group INC | 股票-其他 | 1.70% | — | — | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.70% | — | -15.74% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | +0.49% | -5.32% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.57% | -0.15% | -24.31% | |
| 11 | TYL | Tyler Technologies INC | 股票-科技 | 1.54% | -0.14% | -22.04% | |
| 12 | UTXZ | United Tech CORP | 股票-其他 | 1.49% | — | +0.01% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.39% | +0.09% | -4.92% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | -0.08% | -28.06% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.30% | — | -4.34% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.23% | — | -4.64% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.15% | +0.14% | -0.76% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.08% | +0.27% | -5.60% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | — | -3.33% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.08% | — | -5.67% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 1.07% | — | -9.15% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.03% | — | -2.00% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | -12.42% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.93% | +0.20% | -7.75% | |
| 25 | T | At&t INC | 股票-通信服务 | 0.88% | — | -11.08% | |
| 26 | EMR | Emerson Electric Co | 股票-工业 | 0.86% | — | -2.35% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | +0.18% | -0.74% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | -5.64% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.79% | — | -0.09% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事业 | 0.76% | — | -10.07% | |
| 31 | KTOS | Kratos Defense & Security | 股票-工业 | 0.73% | — | -2.29% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.73% | -0.10% | -0.42% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.09% | -9.68% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.70% | — | -2.89% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.70% | — | +0.73% | |
| 36 | CME | Cme Group INC | 股票-金融 | 0.68% | — | -2.95% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | -0.09% | -20.05% | |
| 38 | SO | Southern Co/the | 股票-公用事业 | 0.67% | — | -7.30% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.61% | — | +0.57% | |
| 40 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.60% | — | -0.04% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.57% | — | -0.01% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.55% | — | -10.37% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.55% | — | -0.25% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | — | -7.01% | |
| 45 | ALL | Allstate CORP | 股票-金融 | 0.53% | — | -8.16% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | -2.09% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.51% | — | -42.60% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.49% | — | +0.04% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | -0.39% | -18.07% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.22% | -3.14% |