CIK: 0001631738
申报总市值
US$3.7亿
仅显示前 200 大持股（共 261 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 9.48% | +0.30% | +4.29% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.82% | +0.51% | -2.55% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.72% | — | +2.31% | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 2.91% | — | -6.30% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.87% | -0.11% | -4.05% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.53% | -0.08% | -2.61% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.35% | -0.50% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.21% | — | -4.95% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.18% | -0.01% | +0.95% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.13% | +0.63% | -1.59% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.06% | -0.37% | -1.43% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | — | -0.89% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.79% | -1.66% | +3.35% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.79% | +0.08% | -1.97% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.66% | -0.02% | -0.99% | |
| 16 | CRM | Salesforce INC | 股票-科技 | 1.57% | +0.20% | -2.18% | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 1.52% | -0.30% | -1.83% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.49% | — | -0.61% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | +0.08% | -0.58% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | -0.23% | +2.16% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.28% | — | -1.38% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.24% | -0.30% | -1.29% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.22% | -0.12% | -3.09% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | +8.47% | |
| 25 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.20% | — | — | |
| 26 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.17% | -0.08% | -0.15% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.15% | -0.03% | +0.84% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.06% | -0.20% | -1.72% | |
| 29 | WDAY | Workday Inc-class A | 股票-科技 | 1.04% | — | -0.17% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.03% | -0.05% | -5.29% | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 1.03% | — | -16.34% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.01% | -0.19% | -0.21% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.97% | -0.05% | -3.11% | |
| 34 | VFH | Vanguard Financials ETF | ETF-其他 | 0.94% | -0.04% | +42.41% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | -0.03% | +6.14% | |
| 36 | PANW | Palo Alto Networks INC | 股票-科技 | 0.90% | -0.45% | +0.50% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.87% | -0.11% | +1.14% | |
| 38 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.85% | — | +0.58% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.84% | — | -2.47% | |
| 40 | PAYX | Paychex INC | 股票-科技 | 0.83% | — | +1.45% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.83% | -0.10% | -3.13% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.77% | — | -0.32% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | -0.04% | +0.07% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | — | +9.90% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.74% | — | +1.42% | |
| 46 | XLB | Ss Materials Select Sector | ETF-其他 | 0.69% | -0.05% | — | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.65% | — | +2.25% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.62% | — | +0.20% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.62% | — | -11.72% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.61% | — | — |