CIK: 0001631738
申报总市值
US$3.7亿
仅显示前 200 大持股（共 262 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 | 5.92% | +0.30% | +0.55% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.34% | -1.66% | +0.18% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.20% | +0.08% | -7.16% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.38% | +0.51% | -0.31% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.35% | -2.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.04% | +0.63% | -0.05% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.83% | -0.08% | +0.21% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.64% | — | -0.58% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.60% | — | -0.05% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.36% | — | +0.00% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.29% | — | +0.71% | |
| 12 | PANW | Palo Alto Networks INC | 股票-科技 | 2.11% | -0.45% | -3.43% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.80% | -0.12% | -1.80% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | +0.08% | -0.16% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.49% | -0.06% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.46% | — | -2.25% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.42% | -0.11% | -0.90% | |
| 18 | CRM | Salesforce INC | 股票-科技 | 1.42% | +0.20% | -0.19% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.39% | -0.02% | +0.18% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.37% | -0.20% | -0.59% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | -0.03% | +2.12% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.21% | -0.30% | -0.05% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.20% | — | +42.74% | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 1.18% | -0.30% | -2.59% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.16% | -0.01% | +1.50% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.14% | -0.03% | -0.41% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.13% | — | -0.47% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | -0.23% | -0.35% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.97% | -0.16% | +0.67% | |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.96% | +0.42% | — | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.94% | -0.11% | +0.17% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | — | -2.57% | |
| 33 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.91% | -0.08% | -0.15% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.05% | -0.44% | |
| 35 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.88% | — | — | |
| 36 | VFH | Vanguard Financials ETF | ETF-其他 | 0.86% | -0.04% | -0.45% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.85% | -0.05% | -0.92% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.80% | -0.10% | +2.39% | |
| 39 | WDAY | Workday Inc-class A | 股票-科技 | 0.78% | — | -0.99% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.77% | -0.12% | +1.30% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.76% | — | -1.31% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | -0.04% | -0.33% | |
| 43 | XLF | Ss Financial Select Sector | ETF-其他 | 0.74% | — | -6.50% | |
| 44 | PAYX | Paychex INC | 股票-科技 | 0.73% | — | -0.05% | |
| 45 | XLB | Ss Materials Select Sector | ETF-其他 | 0.69% | -0.05% | +0.52% | |
| 46 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.68% | -0.03% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.66% | — | +0.02% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.66% | -0.19% | +0.96% | |
| 49 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.66% | — | — | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.63% | — | +53.80% |