CIK: 0001674581
申报总市值
US$10.2亿
仅显示前 200 大持股（共 996 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 | 23.90% | +6.10% | NEW | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 16.04% | +6.95% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 14.05% | +0.11% | NEW | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 13.42% | +10.64% | NEW | |
| 5 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.50% | — | -0.39% | |
| 6 | PACWUSD | Pacwest Bancorp | 股票-其他 | 1.03% | — | -9.22% | |
| 7 | AAPL | Apple INC | 股票-科技 | 0.95% | +1.53% | NEW | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.14% | NEW | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.87% | NEW | |
| 10 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.68% | +0.24% | NEW | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | +0.84% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +88780.00% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.46% | — | +0.24% | |
| 14 | INTC | Intel CORP | 股票-科技 | 0.44% | — | +15.85% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 0.41% | — | +106.82% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | — | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | — | +235.00% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.35% | — | +102.17% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.35% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.34% | — | +46.53% | |
| 21 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.32% | — | — | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | +0.11% | NEW | |
| 23 | T | At&t INC | 股票-通信服务 | 0.29% | — | +97.78% | |
| 24 | MO | Altria Group INC | 股票-非周期性消费 | 0.28% | — | +13.72% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.28% | — | +50.08% | |
| 26 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.25% | — | -6.62% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.25% | +0.11% | NEW | |
| 28 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.24% | — | +128.68% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 0.24% | — | +118.66% | |
| 30 | AEP | American Electric Power | 股票-公用事业 | 0.23% | — | +25.38% | |
| 31 | DAIO | Data I/o CORP | 股票-其他 | 0.23% | — | +11.11% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.21% | — | +67.50% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | +0.43% | NEW | |
| 34 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.20% | — | +97.68% | |
| 35 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.19% | — | +1.20% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.19% | — | +10.70% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | +15.62% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.19% | +0.20% | NEW | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.18% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.18% | — | +109.90% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.18% | — | +73.61% | |
| 42 | FLIR | Flir Systems INC | 股票-其他 | 0.18% | — | -4.89% | |
| 43 | WY | Weyerhaeuser Co | 股票-房地产 | 0.18% | — | +26.73% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.17% | +0.11% | NEW | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | +0.19% | NEW | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.17% | — | +99.23% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.17% | — | +17.33% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | +0.13% | NEW | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.16% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.16% | — | +262.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.5% | +88780.00% | 加仓 |
| 2 | ABBV | Abbvie INC | +0.3% | +235.00% | 加仓 |
| 3 | VZ | Verizon Communications INC | +0.2% | +106.82% | 加仓 |
| 4 | LRCXEUR | Lam Research CORP | +0.2% | -0.39% | 减仓 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.2% | +102.17% | 加仓 |
| 6 | UNH | Unitedhealth Group INC | +0.1% | +337.41% | 加仓 |
| 7 | T | At&t INC | +0.1% | +97.78% | 加仓 |
| 8 | OXY | Occidental Petroleum CORP | +0.1% | +128.68% | 加仓 |
| 9 | NGG | National Grid Plc-sp Adr | +0.1% | +3827.88% | 加仓 |
| 10 | DUK | Duke Energy CORP | +0.1% | +118.66% | 加仓 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | +829.62% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +118.83% | 加仓 |
| 13 | TTEN | Totalenergies Se -spon Adr | +0.1% | +1257.14% | 加仓 |
| 14 | KO | Coca-cola Co/the | +0.1% | +262.79% | 加仓 |
| 15 | PPL | Ppl CORP | +0.1% | +5417.65% | 加仓 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1075.78% | 加仓 |
| 17 | D | Dominion Energy INC | +0.1% | +9656.67% | 加仓 |
| 18 | GSK | GSK plc ADRhedged | +0.1% | +5418.00% | 加仓 |
| 19 | OMC | Omnicom Group | +0.1% | +3527.50% | 加仓 |
| 20 | WELL | Welltower INC | +0.1% | +5159.65% | 加仓 |
| 21 | CVX | Chevron CORP | +0.1% | +46.53% | 加仓 |
| 22 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +2184.41% | 加仓 |
| 23 | UPS | United Parcel Service-cl B | +0.1% | +1529.57% | 加仓 |
| 24 | IWD | Ishares Russell 1000 Value E | +0.1% | +13230.77% | 加仓 |
| 25 | UL | Unilever PLC | +0.1% | +6866.00% | 加仓 |
| 26 | PEP | Pepsico INC | +0.1% | +109.90% | 加仓 |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +86.88% | 加仓 |
| 28 | WFC | Wells Fargo & Co | +0.1% | +191.66% | 加仓 |
| 29 | IEMG | Ishares Core Msci Emerging | +0.1% | +1245.39% | 加仓 |
| 30 | TEL | TE Connectivity plc | +0.1% | +401.84% | 加仓 |
| 31 | PXGBX | Praxair INC | +0.1% | +678.92% | 加仓 |
| 32 | MSFT | Microsoft CORP | +0.1% | +25.66% | 加仓 |
| 33 | KMB | Kimberly-clark CORP | +0.1% | +97.68% | 加仓 |
| 34 | MCD | Mcdonald's CORP | +0.1% | +99.23% | 加仓 |
| 35 | MRK | Merck & Co. INC. | +0.1% | +50.08% | 加仓 |
| 36 | INTC | Intel CORP | 0% | +15.85% | 加仓 |
| 37 | AAPL | Apple INC | 0% | +10.63% | 加仓 |
| 38 | XOM | Exxon Mobil CORP | 0% | +20.08% | 加仓 |
| 39 | IBM | Intl Business Machines CORP | -0.4% | -63.47% | 减仓 |
| 40 | VUG | Vanguard Growth ETF | -1.7% | +1.45% | 加仓 |
| 41 | VTV | Vanguard Value ETF | -1.7% | +1.40% | 加仓 |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | -2% | +2.74% | 加仓 |
| 43 | AGG | Ishares Core U.s. Aggregate | -3% | +3.76% | 加仓 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 45 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建仓 |
| 46 | VOD | Vodafone Group Plc-sp Adr | — | NEW | 新建仓 |
| 47 | BCE | Bce INC | — | NEW | 新建仓 |
| 48 | IRM | Iron Mountain INC | — | NEW | 新建仓 |
| 49 | SNY | Sanofi-adr | — | NEW | 新建仓 |
| 50 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新建仓 |