CIK: 0001674581
申报总市值
US$10.2亿
仅显示前 200 大持股（共 957 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 | 22.80% | +6.10% | NEW | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 16.62% | +6.95% | NEW | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 14.19% | +10.64% | NEW | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 13.53% | +0.11% | NEW | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.70% | — | +13921.65% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.53% | — | — | |
| 7 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.47% | — | -1.06% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.03% | +1.53% | NEW | |
| 9 | PACWUSD | Pacwest Bancorp | 股票-其他 | 0.88% | — | -9.81% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.14% | NEW | |
| 11 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.77% | +0.24% | NEW | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.67% | +0.87% | NEW | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | +0.84% | NEW | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | — | — | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.44% | — | +0.48% | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.43% | — | -13.05% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.40% | — | +2.53% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | -1.15% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.35% | — | -1.37% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | -5.91% | |
| 21 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.31% | — | — | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | +0.11% | NEW | |
| 23 | DAIO | Data I/o CORP | 股票-其他 | 0.29% | — | +10.00% | |
| 24 | MO | Altria Group INC | 股票-非周期性消费 | 0.27% | — | -8.20% | |
| 25 | USB | US Bancorp | 股票-金融 | 0.23% | +0.11% | NEW | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.23% | — | +9.42% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | +0.43% | NEW | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.22% | — | +1.80% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 0.22% | — | -0.77% | |
| 30 | AEP | American Electric Power | 股票-公用事业 | 0.22% | — | -1.91% | |
| 31 | FLIR | Flir Systems INC | 股票-其他 | 0.20% | — | -0.95% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.20% | — | -58.73% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.19% | — | -53.68% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.19% | +0.19% | NEW | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.19% | +0.18% | NEW | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.18% | — | -46.61% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.18% | +0.11% | NEW | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.18% | — | -24.87% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.18% | +0.13% | NEW | |
| 40 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.17% | — | -1.19% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | +0.20% | NEW | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | — | -15.92% | |
| 43 | WY | Weyerhaeuser Co | 股票-房地产 | 0.17% | — | -1.56% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.17% | — | -8.07% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.16% | — | -5.92% | |
| 46 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.16% | — | -35.50% | |
| 47 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.16% | — | — | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.15% | — | +6.19% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.15% | — | — | |
| 50 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.15% | — | -10.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.7% | +13921.65% | 加仓 |
| 2 | VTV | Vanguard Value ETF | +0.8% | +3.62% | 加仓 |
| 3 | VUG | Vanguard Growth ETF | +0.6% | +1.00% | 加仓 |
| 4 | NKE | Nike INC -cl B | +0.1% | -2.67% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.1% | +6.13% | 加仓 |
| 6 | AAPL | Apple INC | +0.1% | +2.48% | 加仓 |
| 7 | DAIO | Data I/o CORP | +0.1% | +10.00% | 加仓 |
| 8 | AMZN | Amazon.com INC | +0.1% | +16.99% | 加仓 |
| 9 | BA | Boeing Co/the | 0% | +9.42% | 加仓 |
| 10 | ABBV | Abbvie INC | 0% | +2.53% | 加仓 |
| 11 | FLIR | Flir Systems INC | 0% | -0.95% | 减仓 |
| 12 | LRCXEUR | Lam Research CORP | 0% | -1.06% | 减仓 |
| 13 | PPL | Ppl CORP | 0% | -14.35% | 减仓 |
| 14 | ✓ | 0% | -86.01% | 减仓 | |
| 15 | IEMG | Ishares Core Msci Emerging | 0% | -51.74% | 减仓 |
| 16 | CAH | Cardinal Health INC | 0% | -99.31% | 减仓 |
| 17 | CVS | Cvs Health CORP | 0% | -55.53% | 减仓 |
| 18 | TGT | Target CORP | 0% | -61.74% | 减仓 |
| 19 | QAI | Nyli Hdg Multi-str Trk ETF | 0% | -47.22% | 减仓 |
| 20 | ✓ | 0% | -87.82% | 减仓 | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -74.23% | 减仓 |
| 22 | OMC | Omnicom Group | -0.1% | -45.04% | 减仓 |
| 23 | PSA | Public Storage | -0.1% | -57.94% | 减仓 |
| 24 | STAYUSD | Extended Stay America INC | -0.1% | -94.81% | 减仓 |
| 25 | KMB | Kimberly-clark CORP | -0.1% | -22.36% | 减仓 |
| 26 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -48.22% | 减仓 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -71.16% | 减仓 |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.1% | -43.41% | 减仓 |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | -30.25% | 减仓 |
| 30 | RWO | State Street Spdr Dow Jones | -0.1% | -35.50% | 减仓 |
| 31 | WELL | Welltower INC | -0.1% | -88.83% | 减仓 |
| 32 | D | Dominion Energy INC | -0.1% | -96.69% | 减仓 |
| 33 | GSK | GSK plc ADRhedged | -0.1% | -96.18% | 减仓 |
| 34 | MRK | Merck & Co. INC. | -0.1% | -24.87% | 减仓 |
| 35 | OXY | Occidental Petroleum CORP | -0.1% | -55.45% | 减仓 |
| 36 | NGG | National Grid Plc-sp Adr | -0.1% | -95.57% | 减仓 |
| 37 | PACWUSD | Pacwest Bancorp | -0.2% | -9.81% | 减仓 |
| 38 | T | At&t INC | -0.2% | -49.60% | 减仓 |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -46.61% | 减仓 |
| 40 | VZ | Verizon Communications INC | -0.2% | -53.68% | 减仓 |
| 41 | VOO | Vanguard S&p 500 ETF | -0.3% | -58.73% | 减仓 |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | +2.87% | 加仓 |
| 43 | AGG | Ishares Core U.s. Aggregate | -1.1% | +1.23% | 加仓 |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | NEW | 新建仓 |
| 45 | MUB | Ishares National Muni Bond E | — | NEW | 新建仓 |
| 46 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 清仓 |
| 47 | DD | DuPont de Nemours, Inc. | — | NEW | 新建仓 |
| 48 | ✓ | Celgene CORP | — | NEW | 新建仓 |
| 49 | CRUS | Cirrus Logic INC | — | EXIT | 清仓 |
| 50 | QRVO | Qorvo INC | — | NEW | 新建仓 |