CIK: 0001731927
申报总市值
US$4.0亿
仅显示前 200 大持股（共 376 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 | 5.11% | — | +23.49% | |
| 2 | NTLA | Intellia Therapeutics INC | 股票-其他 | 3.79% | +0.08% | — | |
| 3 | ✓ | 股票-其他 | 3.12% | — | — | ||
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.57% | — | -3.74% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.55% | +0.08% | +5.82% | |
| 6 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 2.11% | — | +9.03% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.10% | -0.66% | -24.87% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.96% | — | -28.84% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.84% | — | +42.01% | |
| 10 | ✓ | 股票-其他 | 1.69% | — | — | ||
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.65% | — | +16.03% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.65% | — | +17.30% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.56% | — | +25.62% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.53% | +0.16% | -0.78% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.53% | — | -5.01% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.48% | +0.08% | -1.90% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.46% | — | -0.59% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.39% | — | +118.17% | |
| 19 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.38% | — | -1.12% | |
| 20 | ICLN | Ishares Global Clean Energy | ETF-其他 | 1.33% | — | +1.36% | |
| 21 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 1.31% | — | +20.03% | |
| 22 | DHR | Danaher CORP | 股票-医疗保健 | 1.30% | — | -4.55% | |
| 23 | PFFV | Global X Variable Rate Pref | ETF-其他 | 1.30% | — | +72.26% | |
| 24 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.29% | — | +6.58% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.27% | — | +19.91% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 1.25% | — | +0.50% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | +0.16% | -1.64% | |
| 28 | ✓ | Abbott Labs | 股票-其他 | 1.21% | — | — | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 1.16% | — | +40.55% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 1.13% | — | -2.73% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | — | +10.94% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.13% | -0.36% | +1012.93% | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.09% | — | +1.60% | |
| 34 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.01% | — | +13.50% | |
| 35 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 1.00% | — | -3.11% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.98% | — | -3.90% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.97% | — | +15426.36% | |
| 38 | TLTE | Flexshares Morningstar Emerg | ETF-其他 | 0.95% | — | +44.90% | |
| 39 | INTU | Intuit INC | 股票-科技 | 0.92% | -0.18% | -3.70% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.90% | +0.18% | +37.68% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.88% | — | +33.08% | |
| 42 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.88% | — | +22.03% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | +0.13% | +15.78% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.86% | — | +6.69% | |
| 45 | MCHP | Microchip Technology INC | 股票-科技 | 0.85% | +0.10% | +88.88% | |
| 46 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.85% | — | -5.12% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.80% | — | +4.54% | |
| 48 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.79% | — | -4.21% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | +0.04% | +3.38% | |
| 50 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.76% | -0.38% | +8.52% |