CIK: 0001674581
申报总市值
US$10.2亿
仅显示前 200 大持股（共 757 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 26.94% | +6.10% | NEW | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 17.72% | +6.95% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 16.02% | +0.11% | NEW | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 15.14% | +10.64% | NEW | |
| 5 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.34% | — | -0.33% | |
| 6 | PACWUSD | Pacwest Bancorp | 股票-其他 | 1.26% | — | +6.79% | |
| 7 | AAPL | Apple INC | 股票-科技 | 0.94% | +1.53% | NEW | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.14% | NEW | |
| 9 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.85% | +0.24% | NEW | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | +0.87% | NEW | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | +0.13% | NEW | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.54% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | +0.84% | NEW | |
| 14 | INTC | Intel CORP | 股票-科技 | 0.40% | — | +19.10% | |
| 15 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.36% | — | — | |
| 16 | MO | Altria Group INC | 股票-非周期性消费 | 0.34% | — | — | |
| 17 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.32% | — | -24.89% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | +0.11% | NEW | |
| 19 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.25% | — | -75.90% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.25% | — | -4.42% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.22% | — | +0.02% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.22% | — | — | |
| 23 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.21% | — | — | |
| 24 | AEP | American Electric Power | 股票-公用事业 | 0.21% | — | — | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.21% | — | +6.18% | |
| 26 | USB | US Bancorp | 股票-金融 | 0.20% | +0.11% | NEW | |
| 27 | FLIR | Flir Systems INC | 股票-其他 | 0.19% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.19% | — | — | |
| 29 | DAIO | Data I/o CORP | 股票-其他 | 0.19% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | -5.14% | |
| 31 | PM | Philip Morris International | 股票-非周期性消费 | 0.18% | — | -0.99% | |
| 32 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.17% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | +0.19% | NEW | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.17% | — | — | |
| 35 | T | At&t INC | 股票-通信服务 | 0.17% | — | +2.61% | |
| 36 | WY | Weyerhaeuser Co | 股票-房地产 | 0.16% | — | — | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.16% | — | +0.02% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.16% | — | -6.40% | |
| 39 | CMS | Cms Energy CORP | 股票-公用事业 | 0.15% | — | -1.56% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | +0.15% | NEW | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.15% | — | -8.28% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.15% | — | — | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.13% | +0.18% | NEW | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.13% | — | — | |
| 45 | TRAK | Repositrak INC | 股票-其他 | 0.13% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.13% | +2.63% | NEW | |
| 47 | DUK | Duke Energy CORP | 股票-公用事业 | 0.13% | — | +4.89% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.13% | — | -88.45% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.13% | — | +10.05% | |
| 50 | ✓ | Gulf Resources INC | 股票-其他 | 0.12% | — | — |