CIK: 0001780607
申报总市值
US$7.2亿
仅显示前 200 大持股（共 311 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.05% | — | -3.31% | |
| 2 | LEG | Leggett & Platt, Incorporated | 股票-周期性消费 | 6.91% | — | +0.38% | |
| 3 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 3.57% | — | +3.12% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.41% | — | +7.54% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 3.10% | — | +5.41% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.87% | — | -6.67% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | — | -7.47% | |
| 8 | HYI | Western Asset High Yield Opportunity Fund Inc. | 股票-其他 | 2.37% | — | +0.57% | |
| 9 | MATX | Matson INC | 股票-工业 | 2.17% | — | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 2.00% | — | -6.03% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.87% | — | -9.38% | |
| 12 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.59% | — | -5.81% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.47% | — | -3.45% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | — | -5.07% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | — | -11.39% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.90% | — | -4.67% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.89% | — | -2.73% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 0.89% | — | +2.96% | |
| 19 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | — | -12.97% | |
| 20 | NEE | Nextera Energy INC | 股票-公用事业 | 0.83% | — | +292.62% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | — | +0.34% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | — | -0.38% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | — | -2.49% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | — | -9.46% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 0.66% | — | -3.71% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.63% | — | -1.67% | |
| 27 | TEL | TE Connectivity plc | 股票-科技 | 0.61% | — | -1.52% | |
| 28 | SQLV | Royce Quant Small-cap Qualit | ETF-其他 | 0.60% | — | +0.75% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | — | +137.35% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | — | -5.78% | |
| 31 | TWTRUSD | Twitter INC | 股票-其他 | 0.58% | — | -2.78% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | -31.50% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | +4.24% | |
| 34 | T | At&t INC | 股票-通信服务 | 0.52% | — | -0.76% | |
| 35 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.51% | — | -0.89% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | -2.18% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.50% | — | -0.21% | |
| 38 | ADSK | Autodesk INC | 股票-科技 | 0.49% | — | -0.81% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.48% | — | +3.16% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | -12.64% | |
| 41 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.46% | — | +0.04% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.42% | — | -13.00% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -4.21% | |
| 44 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.41% | — | -2.10% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | — | — | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | — | -1.63% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | -6.63% | |
| 48 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.37% | — | -2.31% | |
| 49 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.37% | — | -0.63% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.36% | — | +32.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MATX | Matson INC | +0.5% | — | 不变 |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +137.35% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +7.54% | 加仓 |
| 4 | LEG | Leggett & Platt, Incorporated | +0.2% | +0.38% | 加仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -3.31% | 减仓 |
| 6 | DIS | Walt Disney Co/the | +0.2% | -2.73% | 减仓 |
| 7 | LVHD | Franklin U.s. Low Volatility | +0.2% | +3.12% | 加仓 |
| 8 | RTX | Rtx CORP | +0.1% | +2.96% | 加仓 |
| 9 | ALEX | Alexander & Baldwin INC | +0.1% | +0.04% | 加仓 |
| 10 | QCOM | Qualcomm INC | +0.1% | +32.33% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.1% | +45.19% | 加仓 |
| 12 | SQLV | Royce Quant Small-cap Qualit | +0.1% | +0.75% | 加仓 |
| 13 | ALC | Alcon Inc. | +0.1% | +127.46% | 加仓 |
| 14 | ✓ | Cree INC | +0.1% | -1.29% | 减仓 |
| 15 | ADSK | Autodesk INC | +0.1% | -0.81% | 减仓 |
| 16 | FCX | Freeport-mcmoran INC | +0.1% | -3.90% | 减仓 |
| 17 | FEYECHF | Mandiant INC | +0.1% | -0.82% | 减仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -11.39% | 减仓 |
| 19 | TRV | Travelers Cos Inc/the | +0.1% | -0.89% | 减仓 |
| 20 | MDT | Medtronic plc | +0.1% | +48.92% | 加仓 |
| 21 | TEL | TE Connectivity plc | +0.1% | -1.52% | 减仓 |
| 22 | SRE | Sempra | +0.1% | +24.95% | 加仓 |
| 23 | DLB | Dolby Laboratories Inc-cl A | +0.1% | -0.97% | 减仓 |
| 24 | TEAM | Atlassian Corporation | +0.1% | +48.45% | 加仓 |
| 25 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +5.41% | 加仓 |
| 26 | AVGO | Broadcom INC | +0.1% | -1.67% | 减仓 |
| 27 | NOC | Northrop Grumman CORP | +0.1% | +37.31% | 加仓 |
| 28 | WDC | Western Digital CORP | +0.1% | -7.50% | 减仓 |
| 29 | TWTRUSD | Twitter INC | +0.1% | -2.78% | 减仓 |
| 30 | STX | Seagate Technology Holdings plc | +0.1% | -0.63% | 减仓 |
| 31 | CVX | Chevron CORP | 0% | -0.21% | 减仓 |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | -4.67% | 减仓 |
| 33 | UNH | Unitedhealth Group INC | — | -3.45% | 减仓 |
| 34 | CMCSA | Comcast Corp-class A | 0% | -5.81% | 减仓 |
| 35 | AAPL | Apple INC | 0% | -6.67% | 减仓 |
| 36 | KMI | Kinder Morgan INC | -0.1% | -65.74% | 减仓 |
| 37 | AMT | American Tower CORP | -0.1% | -20.74% | 减仓 |
| 38 | INTC | Intel CORP | -0.1% | -13.00% | 减仓 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -64.15% | 减仓 |
| 40 | BIIB | Biogen INC | -0.1% | -13.33% | 减仓 |
| 41 | VZ | Verizon Communications INC | -0.2% | -9.46% | 减仓 |
| 42 | NSC | Norfolk Southern CORP | -0.2% | -79.97% | 减仓 |
| 43 | MRK | Merck & Co. INC. | -0.2% | -12.97% | 减仓 |
| 44 | BABA | Alibaba Group Holding-sp Adr | -0.3% | -60.41% | 减仓 |
| 45 | BND | Vanguard Total Bond Market | -0.3% | -6.03% | 减仓 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.3% | -31.50% | 减仓 |
| 47 | QUAL | Ishares Msci USA Quality Fac | -0.6% | -65.18% | 减仓 |
| 48 | SAP | Sap Se-sponsored Adr | — | EXIT | 清仓 |
| 49 | CHRW | C.h. Robinson Worldwide INC | — | EXIT | 清仓 |
| 50 | COF | Capital One Financial CORP | — | NEW | 新建仓 |