CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 389 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 | 12.54% | -0.83% | -0.72% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.37% | -0.14% | -0.03% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.42% | — | -0.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.33% | -0.73% | -1.32% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.85% | -0.61% | -2.30% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.41% | — | +0.93% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.23% | -2.04% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.72% | — | -0.26% | |
| 9 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.62% | +0.14% | -1.22% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.47% | -0.14% | -3.81% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.41% | +0.21% | -1.43% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.30% | +0.33% | -0.29% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.28% | — | -1.35% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 1.27% | +0.11% | -3.70% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.24% | -0.08% | -0.72% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.22% | +0.09% | +0.86% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.18% | +0.32% | +0.24% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.16% | -0.09% | -0.83% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.16% | -0.11% | -0.25% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | — | -2.74% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.12% | -0.14% | +6.43% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | -0.08% | +5.48% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.06% | +0.22% | -1.12% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | -0.06% | -1.61% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.92% | — | -0.03% | |
| 26 | CBU | Community Financial System I | 股票-其他 | 0.92% | — | -1.29% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.86% | — | -0.42% | |
| 28 | EMR | Emerson Electric Co | 股票-工业 | 0.86% | — | -2.64% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | +0.20% | +5.38% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | — | -0.84% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.33% | +1.63% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.77% | +0.24% | -1.19% | |
| 33 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.71% | — | -3.75% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | -1.25% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.64% | +0.06% | -7.84% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.64% | — | -1.05% | |
| 37 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.64% | — | -1.56% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.22% | +1.08% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 0.62% | — | +1.47% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.62% | -0.16% | +1.81% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.59% | — | -4.17% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.58% | -0.09% | -3.33% | |
| 43 | GLW | Corning INC | 股票-科技 | 0.56% | +0.27% | -0.47% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.07% | +0.40% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.55% | — | — | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | -0.49% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | +0.07% | +1.97% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.52% | — | +0.76% | |
| 49 | NUE | Nucor CORP | 股票-原材料 | 0.52% | — | — | |
| 50 | CMI | Cummins INC | 股票-工业 | 0.51% | — | — |