CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1282 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 | 2.17% | -0.92% | +6.20% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.10% | +0.09% | -8.04% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.09% | -0.21% | -1.77% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.80% | -0.13% | +1.00% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.68% | +0.19% | +3.28% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.66% | +0.06% | +5.65% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | +0.32% | -15.26% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.15% | +0.17% | +2.18% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | — | +3.63% | |
| 10 | CSCO | Cisco Systems INC | 股票-科技 | 1.14% | — | +3.60% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.23% | +19.67% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.08% | +1.68% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 0.87% | — | +1.28% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 0.86% | — | +1.38% | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.85% | — | -10.04% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.85% | -0.09% | +18.11% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | -0.06% | -9.44% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.78% | — | -4.09% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.72% | -0.11% | +4.18% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | -0.24% | +4.31% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | +0.24% | +10.54% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.67% | -0.07% | +0.82% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | — | -2.31% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 0.61% | -0.10% | +14.59% | |
| 25 | BA | Boeing Co/the | 股票-工业 | 0.60% | — | +4.12% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | +4.32% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -1.92% | |
| 28 | FISV | Fiserv INC | 股票-其他 | 0.58% | — | +6.25% | |
| 29 | VRSK | Verisk Analytics INC | 股票-工业 | 0.56% | — | +2.17% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.55% | +0.06% | +5.46% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.08% | +6.44% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | +0.07% | +2.70% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.54% | — | +2.41% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.16% | +3.57% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -8.78% | |
| 36 | EEFT | Euronet Worldwide INC | 股票-科技 | 0.52% | — | +3.69% | |
| 37 | T | At&t INC | 股票-通信服务 | 0.50% | — | +18.20% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.49% | — | -28.50% | |
| 39 | DG | Dollar General CORP | 股票-非周期性消费 | 0.48% | — | -3.05% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | — | -6.53% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | -39.09% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.10% | +4.57% | |
| 43 | EPAM | Epam Systems INC | 股票-科技 | 0.48% | — | +3.71% | |
| 44 | NOW | Servicenow INC | 股票-科技 | 0.47% | — | +3.61% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | +13.77% | |
| 46 | BR | Broadridge Financial Solutio | 股票-科技 | 0.47% | — | +8.11% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | +10.45% | |
| 48 | MCHP | Microchip Technology INC | 股票-科技 | 0.44% | — | +3.15% | |
| 49 | LW | Lamb Weston Holdings INC | 股票-非周期性消费 | 0.44% | — | +34.61% | |
| 50 | XYL | Xylem INC | 股票-工业 | 0.44% | — | +21.68% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | +0.3% | +1261.96% | 加仓 |
| 2 | ANETEUR | Arista Networks INC | +0.2% | +1309.05% | 加仓 |
| 3 | ALGN | Align Technology INC | +0.2% | +569.26% | 加仓 |
| 4 | SDY | Ss Spdr S&p Dividend ETF | +0.2% | +155.65% | 加仓 |
| 5 | IEX | Idex CORP | +0.2% | +74.56% | 加仓 |
| 6 | BWA | Borgwarner INC | +0.2% | +889.67% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.1% | +6.20% | 加仓 |
| 8 | DHR | Danaher CORP | +0.1% | +14.59% | 加仓 |
| 9 | EPAM | Epam Systems INC | +0.1% | +3.71% | 加仓 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +60.63% | 加仓 |
| 11 | C | Citigroup INC | +0.1% | +79.29% | 加仓 |
| 12 | CSCO | Cisco Systems INC | +0.1% | +3.60% | 加仓 |
| 13 | AVGO | Broadcom INC | +0.1% | +118.70% | 加仓 |
| 14 | EEFT | Euronet Worldwide INC | +0.1% | +3.69% | 加仓 |
| 15 | COO | The Cooper Companies, Inc. | +0.1% | +44.07% | 加仓 |
| 16 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +5.65% | 加仓 |
| 17 | NOW | Servicenow INC | +0.1% | +3.61% | 加仓 |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.68% | 加仓 |
| 19 | AOS | Smith (a.o.) CORP | +0.1% | +15.85% | 加仓 |
| 20 | XYL | Xylem INC | +0.1% | +21.68% | 加仓 |
| 21 | AMZN | Amazon.com INC | +0.1% | +10.54% | 加仓 |
| 22 | DHI | Dr Horton INC | +0.1% | +30.10% | 加仓 |
| 23 | KEYS | Keysight Technologies In | +0.1% | +16.82% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +19.67% | 加仓 |
| 25 | LW | Lamb Weston Holdings INC | +0.1% | +34.61% | 加仓 |
| 26 | ETSY | Etsy INC | +0.1% | +6.43% | 加仓 |
| 27 | MA | Mastercard INC - A | +0.1% | +0.82% | 加仓 |
| 28 | FISV | Fiserv INC | +0.1% | +6.25% | 加仓 |
| 29 | T | At&t INC | +0.1% | +18.20% | 加仓 |
| 30 | AAPL | Apple INC | 0% | -1.77% | 减仓 |
| 31 | VRSK | Verisk Analytics INC | 0% | +2.17% | 加仓 |
| 32 | V | Visa Inc-class A Shares | 0% | +1.68% | 加仓 |
| 33 | DIS | Walt Disney Co/the | 0% | +18.11% | 加仓 |
| 34 | BA | Boeing Co/the | 0% | +4.12% | 加仓 |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | +1.00% | 加仓 |
| 36 | CVX | Chevron CORP | 0% | +2.18% | 加仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +3.28% | 加仓 |
| 38 | CGNX | Cognex CORP | -0.2% | -95.14% | 减仓 |
| 39 | IWV | Ishares Russell 3000 ETF | -0.2% | -82.04% | 减仓 |
| 40 | DPZ | Domino's Pizza INC | -0.2% | -82.72% | 减仓 |
| 41 | BIIB | Biogen INC | -0.2% | -43.05% | 减仓 |
| 42 | XLV | Ss Health Care Select Sector | -0.2% | -93.03% | 减仓 |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -28.50% | 减仓 |
| 44 | ABBV | Abbvie INC | -0.3% | +1.38% | 加仓 |
| 45 | PEP | Pepsico INC | -0.3% | -39.09% | 减仓 |
| 46 | HSIC | Henry Schein INC | -0.4% | -90.77% | 减仓 |
| 47 | HAS | Hasbro INC | — | NEW | 新建仓 |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | PODD | Insulet CORP | — | NEW | 新建仓 |
| 50 | WBC1EUR | Wabco Holdings INC | — | EXIT | 清仓 |