CIK: 0001698219
申报总市值
US$11.6亿
仅显示前 200 大持股（共 233 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 | MSFT | Microsoft CORP | 股票-科技 | 4.54% | — | -2.42% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.01% | — | +0.02% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.52% | — | +7.79% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.92% | — | +4.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.60% | — | -2.18% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.53% | — | +0.65% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.39% | — | +7.36% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.23% | — | +0.91% | |
| 9 | PFE | Pfizer INC | 股票-医疗保健 | 2.10% | — | -1.20% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.98% | — | -1.73% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.96% | — | +2.09% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 1.94% | — | -0.23% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.92% | — | -1.38% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | — | +0.01% | |
| 15 | PAYX | Paychex INC | 股票-科技 | 1.90% | — | -0.73% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.84% | — | -0.19% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.83% | — | -0.86% | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.76% | — | +4.42% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.58% | — | +2.43% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.53% | — | +0.22% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 1.52% | — | +0.68% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.45% | — | +14.88% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.44% | — | +1.03% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.42% | — | +13.50% | |
| 25 | RSG | Republic Services INC | 股票-工业 | 1.42% | — | -1.04% | |
| 26 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.41% | — | +1.29% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.35% | — | +1.23% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.32% | — | +3.85% | |
| 29 | DFSEUR | Discover Financial Services | 股票-其他 | 1.29% | — | -0.23% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 1.28% | — | +0.99% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 1.28% | — | -1.07% | |
| 32 | SPGI | S&p Global INC | 股票-金融 | 1.27% | — | +0.46% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 1.21% | — | -0.60% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 1.19% | — | +1.37% | |
| 35 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.14% | — | +1.71% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.10% | — | +1.26% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 1.05% | — | -0.42% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.05% | — | +2.67% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.00% | — | +1.34% | |
| 40 | ZTS | Zoetis INC | 股票-医疗保健 | 1.00% | — | +0.87% | |
| 41 | ROP | Roper Technologies INC | 股票-科技 | 0.97% | — | +0.12% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | — | +9.11% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.91% | — | -1.57% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.87% | — | +22.27% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.82% | — | +1.08% | |
| 46 | AMT | American Tower CORP | 股票-房地产 | 0.81% | — | +4.36% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.80% | — | -5.19% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.80% | — | +1.22% | |
| 49 | ADBE | Adobe INC | 股票-科技 | 0.79% | — | +0.60% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.79% | — | -0.73% |