CIK: 0001631738
申报总市值
US$3.7亿
仅显示前 200 大持股（共 293 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 | 7.58% | +0.30% | -0.54% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 4.50% | -1.66% | -3.52% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.91% | — | +20.14% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.68% | — | -0.08% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.08% | -1.08% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.63% | +0.51% | +0.84% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.44% | +0.63% | +1894.12% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.35% | +0.30% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.22% | -0.11% | -6.17% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.02% | — | +0.06% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.85% | -0.01% | +0.61% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | — | +0.50% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.77% | -0.30% | -0.77% | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 1.71% | -0.45% | +198.39% | |
| 15 | SUB | Ishares Short-term National | ETF-其他 | 1.68% | — | — | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.56% | -0.12% | +0.09% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | -0.23% | -0.23% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.44% | -0.03% | -3.79% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | +0.08% | +0.40% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.29% | -0.02% | +0.76% | |
| 21 | AMGN | Amgen INC | 股票-医疗保健 | 1.28% | -0.30% | -0.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.27% | — | +0.27% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | -0.03% | +1.09% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.21% | -0.20% | -0.19% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.15% | -0.08% | +0.63% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | -0.11% | +4.87% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 1.05% | -0.12% | +0.10% | |
| 28 | PAYX | Paychex INC | 股票-科技 | 1.05% | — | -0.10% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | +0.08% | +3.65% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 1.02% | — | +1.54% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.97% | -0.10% | -3.17% | |
| 32 | VFH | Vanguard Financials ETF | ETF-其他 | 0.96% | -0.04% | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.37% | -0.13% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.92% | +0.20% | +0.41% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.05% | +0.30% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | -0.16% | +3.63% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | — | -0.05% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.84% | — | -0.64% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.81% | -0.05% | +0.59% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | +0.03% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | -0.06% | — | |
| 42 | USB | US Bancorp | 股票-金融 | 0.76% | — | -0.29% | |
| 43 | XLB | Ss Materials Select Sector | ETF-其他 | 0.71% | -0.05% | +0.17% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | — | -1.15% | |
| 45 | WDAY | Workday Inc-class A | 股票-科技 | 0.69% | — | -10.55% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.68% | -0.19% | -0.04% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.68% | — | +0.43% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.04% | +1900.00% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | +21.03% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.58% | — | +0.13% |