CIK: 0001568298
申报总市值
US$3.8亿
仅显示前 200 大持股（共 253 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 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 26.00% | — | +34365.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.47% | — | +12.01% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 11.36% | — | +8.21% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.76% | — | +13.08% | |
| 5 | MCD | Mcdonald's CORP | 股票-周期性消费 | 4.84% | — | +9.75% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.28% | — | +13803.15% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.89% | — | +2427.69% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.81% | — | +7.45% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | — | +17.15% | |
| 10 | CSCO | Cisco Systems INC | 股票-科技 | 1.59% | — | +9.94% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.54% | — | -3.04% | |
| 12 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.53% | — | +11.04% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 1.51% | — | +23.08% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | — | -11.17% | |
| 15 | GD | General Dynamics CORP | 股票-工业 | 1.44% | — | +0.02% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | — | +20.79% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.44% | — | -12.46% | |
| 18 | TGT | Target CORP | 股票-周期性消费 | 1.43% | — | +0.17% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.41% | — | +18.87% | |
| 20 | PPL | Ppl CORP | 股票-公用事业 | 1.40% | — | +14.72% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 1.40% | — | +21.03% | |
| 22 | AWK | American Water Works Co INC | 股票-公用事业 | 1.34% | — | +20.34% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.31% | — | +18.91% | |
| 24 | IHDG | Wisdomtree International Hed | ETF-其他 | 1.27% | — | -1.72% | |
| 25 | QCOM | Qualcomm INC | 股票-科技 | 1.23% | — | +5.64% | |
| 26 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.20% | — | -28.69% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | — | +4.31% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.80% | — | +48943.33% | |
| 29 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.57% | — | -15.25% | |
| 30 | BSJL | Invesco Bulletshares 2021 Hi | ETF-其他 | 0.49% | — | — | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.49% | — | +56.29% | |
| 32 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.26% | — | +193.31% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.23% | — | +1.66% | |
| 34 | MKL | Markel Group INC | 股票-金融 | 0.21% | — | — | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.18% | — | +147.49% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.16% | — | +14103.33% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.15% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.14% | — | -6.29% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.14% | — | -73.69% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.11% | — | +10.24% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.11% | — | +6.37% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.09% | — | +0.22% | |
| 43 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.09% | — | +169.64% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.08% | — | +87.56% | |
| 45 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.07% | — | +7.84% | |
| 46 | PYPL | Paypal Holdings INC | 股票-金融 | 0.07% | — | +9.57% | |
| 47 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.06% | — | — | |
| 48 | UBER | Uber Technologies INC | 股票-工业 | 0.06% | — | +895.78% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.05% | — | +22.09% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.05% | — | — |