CIK: 0001731927
申报总市值
US$4.0亿
仅显示前 200 大持股（共 320 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.08% | — | +21.31% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.84% | — | -20.05% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 3.73% | -0.66% | -29.28% | |
| 4 | NTLA | Intellia Therapeutics INC | 股票-其他 | 3.29% | +0.08% | +4.63% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.91% | +0.08% | +2.11% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.80% | — | -9.36% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.56% | +0.12% | +264.77% | |
| 8 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 2.43% | — | +21.41% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.06% | +0.09% | +2.25% | |
| 10 | ICLN | Ishares Global Clean Energy | ETF-其他 | 1.92% | — | +8.29% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.72% | — | +14.48% | |
| 12 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.63% | — | +24.29% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.62% | +0.08% | -3.90% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.60% | — | +0.53% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.47% | — | +1.09% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.46% | +0.16% | +3.75% | |
| 17 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.44% | — | +4.38% | |
| 18 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 1.40% | — | +26.92% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.35% | — | -1.59% | |
| 20 | PYPL | Paypal Holdings INC | 股票-金融 | 1.33% | — | +4.06% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.30% | — | -1.88% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.28% | — | -0.42% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.26% | — | +3.40% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.24% | — | +21.22% | |
| 25 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 1.24% | — | — | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.20% | — | -6.50% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.16% | — | |
| 28 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 1.10% | — | +63.49% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 1.08% | — | +21.07% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.08% | — | — | |
| 31 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.05% | — | +14.74% | |
| 32 | MCHP | Microchip Technology INC | 股票-科技 | 1.03% | +0.10% | -2.81% | |
| 33 | EDIT | Editas Medicine INC | 股票-其他 | 1.03% | — | — | |
| 34 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.01% | — | +19.96% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.97% | — | +16.92% | |
| 36 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.96% | -0.38% | — | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.96% | — | +8.39% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.04% | -1.23% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | — | +19.83% | |
| 40 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.91% | — | -3.80% | |
| 41 | YLCOUSD | Global X Renewable Ener Prod | ETF-其他 | 0.89% | — | +45.47% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | — | +27.59% | |
| 43 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.87% | — | +37.43% | |
| 44 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.87% | — | +32.06% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.86% | — | +847.86% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | +0.18% | +25.76% | |
| 47 | TLTE | Flexshares Morningstar Emerg | ETF-其他 | 0.82% | — | +28.16% | |
| 48 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 0.78% | — | +20.26% | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.75% | — | — | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.73% | -0.18% | -5.47% |