CIK: 0002071468
申报总市值
US$2.1亿
仅显示前 200 大持股（共 276 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 18.91% | -1.32% | -5.15% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 10.57% | -0.16% | +4.29% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.52% | -0.10% | -1.41% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.84% | +0.20% | -2.63% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.65% | -0.04% | +0.68% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.55% | +0.22% | +12.12% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.52% | +0.35% | -0.65% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.11% | — | -6.22% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.49% | +0.15% | -10.42% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.09% | +0.37% | +2.48% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | +0.09% | +1.04% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.68% | +0.08% | +1.78% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.47% | +0.17% | -7.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | — | -1.65% | |
| 15 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.36% | -0.13% | -19.43% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.32% | — | +1.46% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.25% | +0.09% | +0.30% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | +0.05% | +2.12% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.05% | — | -14.30% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.98% | — | +2.41% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | +0.06% | +34.42% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | +0.07% | -8.21% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.90% | -0.21% | -3.97% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.89% | +0.02% | -0.12% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | -2.75% | |
| 26 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.83% | — | +10.19% | |
| 27 | C | Citigroup INC | 股票-金融 | 0.83% | -0.37% | +0.19% | |
| 28 | FTNT | Fortinet INC | 股票-科技 | 0.79% | — | -2.12% | |
| 29 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型股与成长 | 0.79% | +0.14% | +28.20% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.77% | -0.16% | +3.17% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | -0.27% | +1.73% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.68% | -0.11% | -5.16% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | -23.62% | |
| 34 | UBER | Uber Technologies INC | 股票-工业 | 0.64% | — | -1.30% | |
| 35 | FDX | Fedex CORP | 股票-工业 | 0.60% | -0.33% | -4.80% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.23% | — | |
| 37 | HON | Honeywell International INC | 股票-工业 | 0.54% | -0.52% | EXIT | |
| 38 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.52% | — | +21.43% | |
| 39 | ADSK | Autodesk INC | 股票-科技 | 0.47% | -0.09% | -1.52% | |
| 40 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-其他 | 0.44% | +0.05% | +40.84% | |
| 41 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.42% | — | +2215.87% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.42% | -0.46% | +0.28% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | -0.16% | -0.60% | |
| 44 | WM | Waste Management INC | 股票-工业 | 0.40% | — | +8042.50% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.38% | -0.13% | -14.98% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.38% | -0.14% | — | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.38% | -0.08% | -4.04% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | — | |
| 49 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.35% | — | +17.35% | |
| 50 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.30% | +0.04% | +11.00% |