CIK: 0001567993
申报总市值
US$12.9亿
仅显示前 200 大持股（共 675 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 | AAPL | Apple INC | 股票-科技 | 7.49% | -1.02% | -0.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.80% | -1.14% | +0.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.53% | — | +4.41% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.70% | -0.39% | -0.17% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.57% | -0.29% | -0.24% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.44% | -0.18% | +1.61% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.33% | -0.17% | +0.04% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.11% | +0.25% | +0.18% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | -0.07% | +1.54% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.91% | +0.44% | +3.80% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.85% | -0.15% | -0.79% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | -0.24% | +0.63% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.78% | — | +2.82% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.66% | -0.07% | +3.35% | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 1.63% | -0.10% | -0.19% | |
| 16 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.49% | +0.17% | +1.14% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.47% | — | -0.12% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.45% | +0.16% | +6.03% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.39% | +0.15% | +6.72% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.38% | +0.18% | +0.76% | |
| 21 | GS | Goldman Sachs Group INC | 股票-金融 | 1.31% | -0.07% | +0.74% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.30% | +0.10% | +18.03% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.24% | — | +3.53% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.20% | — | +1.07% | |
| 25 | WM | Waste Management INC | 股票-工业 | 1.19% | — | +0.05% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.16% | -0.29% | -0.43% | |
| 27 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.15% | +0.11% | +10.65% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.14% | — | +1.47% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | +3.67% | |
| 30 | ACN | Accenture plc | 股票-科技 | 1.13% | -0.23% | +1.57% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 1.12% | +0.17% | +5.50% | |
| 32 | BX | Blackstone INC | 股票-金融 | 1.09% | -0.22% | +1.86% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.04% | +0.30% | +0.48% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.98% | — | +0.67% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -0.10% | +1.29% | |
| 36 | CTAS | Cintas CORP | 股票-工业 | 0.95% | -0.05% | +0.98% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | +0.21% | +14.73% | |
| 38 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.89% | — | +1.41% | |
| 39 | TT | Trane Technologies plc | 股票-工业 | 0.85% | — | -1.14% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.84% | +0.10% | -0.62% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.73% | -0.11% | +1.87% | |
| 42 | AMAT | Applied Materials INC | 股票-科技 | 0.73% | +0.36% | +1.04% | |
| 43 | STE | STERIS plc | 股票-医疗保健 | 0.69% | -0.07% | +2.01% | |
| 44 | IQLT | Ishares Msci International Q | ETF-其他 | 0.69% | +0.18% | +15.92% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.67% | +0.14% | -2.40% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.12% | -1.90% | |
| 47 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.64% | -0.08% | +6.30% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | -0.62% | |
| 49 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.61% | -0.10% | +6.37% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | -0.39% |