CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 272 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 | SBUX | Starbucks CORP | 股票-周期性消费 | 7.94% | — | -1.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.80% | — | -2.66% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.04% | — | +0.42% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.94% | — | +1.27% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.07% | — | -0.08% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.82% | — | -4.45% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.71% | — | -2.11% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.43% | — | +1.48% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.40% | — | +0.06% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.24% | — | +9.73% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.16% | — | -0.83% | |
| 12 | EPD | Enterprise Products Partners | 股票-能源 | 1.81% | — | -6.61% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.57% | — | -2.23% | |
| 14 | OMER | Omeros CORP | 股票-其他 | 1.55% | — | -2.05% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.48% | — | +0.22% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.39% | — | +5.19% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | — | +0.12% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.35% | — | -2.99% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.32% | — | +0.54% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.30% | — | +26.14% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.27% | — | +0.08% | |
| 22 | WPS | Ishares International Develo | ETF-其他 | 1.20% | — | +0.42% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.19% | — | -9.07% | |
| 24 | PCAR | Paccar INC | 股票-工业 | 1.17% | — | -0.23% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.02% | — | -0.76% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.00% | — | -8.59% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | -1.44% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.90% | — | -4.79% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.89% | — | -3.81% | |
| 30 | AWK | American Water Works Co INC | 股票-公用事业 | 0.86% | — | +0.00% | |
| 31 | ALGN | Align Technology INC | 股票-医疗保健 | 0.85% | — | +0.01% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.81% | — | +0.01% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -5.92% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.73% | — | -1.52% | |
| 35 | OMC | Omnicom Group | 股票-通信服务 | 0.69% | — | -7.67% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.68% | — | -3.03% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | +0.97% | |
| 38 | MPLX | Mplx LP | 股票-能源 | 0.57% | — | -6.76% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | -0.24% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +21.74% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | — | -8.79% | |
| 42 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.51% | — | -9.14% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | +1.15% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.47% | — | -8.53% | |
| 45 | AAL | American Airlines Group INC | 股票-工业 | 0.44% | — | -0.21% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | +12.00% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.43% | — | +0.32% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | -1.39% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.40% | — | -0.95% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.40% | — | -15.79% |