CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 390 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 | 11.56% | -0.83% | -0.73% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.10% | -0.14% | -4.10% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.75% | — | -8.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.73% | -1.56% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.89% | -0.61% | -1.37% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.30% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | -0.23% | -0.91% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.72% | — | -0.05% | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.61% | +0.21% | +0.67% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.47% | +0.14% | +3.42% | |
| 11 | PEP | Pepsico INC | 股票-非周期性消费 | 1.33% | +0.09% | +1.28% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.29% | +0.33% | -8.43% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 1.28% | -0.09% | -1.15% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.08% | -3.43% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.19% | +0.32% | +2.71% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.19% | +0.22% | +0.96% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | — | -1.16% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.16% | +0.11% | -3.00% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.15% | — | -0.80% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.12% | -0.14% | +836.95% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.07% | -0.11% | -1.78% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.99% | — | -0.02% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.92% | — | -2.01% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | -0.14% | +2.94% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.06% | -2.51% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | +0.20% | +0.95% | |
| 27 | CBU | Community Financial System I | 股票-其他 | 0.86% | — | -0.52% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.85% | — | -0.64% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | -0.08% | +7.20% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.83% | +0.24% | -0.30% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.33% | -0.21% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.77% | — | +1.23% | |
| 33 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.76% | — | -3.90% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.76% | +0.06% | -3.11% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.70% | — | -1.46% | |
| 36 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.70% | — | -1.41% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.66% | -0.16% | +0.11% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 0.66% | — | -0.30% | |
| 39 | NUE | Nucor CORP | 股票-原材料 | 0.65% | — | -1.50% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.65% | — | +7.32% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.63% | +0.07% | -0.65% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.22% | -2.00% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.62% | — | — | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.59% | +0.06% | +1.35% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | -0.09% | +1.12% | |
| 46 | OMC | Omnicom Group | 股票-通信服务 | 0.58% | — | -0.39% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | -7.82% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.56% | — | -3.29% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | — | -0.76% | |
| 50 | GLW | Corning INC | 股票-科技 | 0.53% | +0.27% | +2.46% |