CIK: 0001780607
申报总市值
US$7.2亿
仅显示前 200 大持股（共 258 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 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 9.84% | — | +7962.58% | |
| 2 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 4.93% | — | — | |
| 3 | LEG | Leggett & Platt, Incorporated | 股票-周期性消费 | 3.77% | — | -37.37% | |
| 4 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 3.24% | — | — | |
| 5 | MATX | Matson INC | 股票-工业 | 2.87% | — | -0.78% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.79% | — | +133.91% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.65% | — | +4415.87% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | — | -0.01% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | — | -8.79% | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.71% | — | -12.96% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.69% | — | -2.06% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.42% | — | -54.83% | |
| 13 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.38% | — | -2.46% | |
| 14 | HYI | Western Asset High Yield Opportunity Fund Inc. | 股票-其他 | 1.33% | — | -15.50% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | — | +2.64% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.15% | — | -4.87% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | +5.56% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.98% | — | -1.59% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | -51.72% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.95% | — | +38.35% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.93% | — | -2.04% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +2.85% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.86% | — | — | |
| 24 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.86% | — | -5.27% | |
| 25 | MCSE | Franklin Sustainable Interna | ETF-其他 | 0.84% | — | — | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.83% | — | -9.59% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.81% | — | -4.97% | |
| 28 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.76% | — | -67.75% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | -2.70% | |
| 30 | SRE | Sempra | 股票-公用事业 | 0.75% | — | -4.09% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | -55.10% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.73% | — | -22.58% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.72% | — | -1.34% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.67% | — | -5.77% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.66% | — | -2.24% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.65% | — | -1.98% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | -8.15% | |
| 38 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.62% | — | — | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | — | -5.85% | |
| 40 | LVHI | Franklin International Low V | ETF-其他 | 0.60% | — | +22.64% | |
| 41 | SQLV | Royce Quant Small-cap Qualit | ETF-其他 | 0.59% | — | -3.25% | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.58% | — | -1.87% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.57% | — | -5.92% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.57% | — | -10.25% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | -2.10% | |
| 46 | ENB | Enbridge INC | 股票-能源 | 0.52% | — | +5.47% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | — | +0.22% | |
| 48 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.48% | — | +24.25% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | -1.97% | |
| 50 | APO | Apollo Global Management INC | 股票-金融 | 0.46% | — | -2.46% |