CIK: 0001632553
申报总市值
US$2.2亿
仅显示前 200 大持股（共 226 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 | AAPL | Apple INC | 股票-科技 | 4.75% | -0.10% | -0.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.92% | -0.32% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.14% | -0.90% | -0.53% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.52% | — | -1.75% | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 2.79% | -0.20% | -0.07% | |
| 6 | ACN | Accenture plc | 股票-科技 | 2.71% | -0.36% | -0.29% | |
| 7 | RMD | Resmed INC | 股票-医疗保健 | 2.61% | -0.19% | -0.38% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.52% | -0.22% | -0.92% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.39% | +0.65% | +1.08% | |
| 10 | CBOE | Cboe Global Markets INC | 股票-金融 | 2.37% | +0.30% | -0.58% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.32% | +0.65% | +1.15% | |
| 12 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 2.14% | — | -0.56% | |
| 13 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.03% | — | -0.45% | |
| 14 | CHE | Chemed CORP | 股票-医疗保健 | 1.95% | -0.23% | -1.26% | |
| 15 | BALL | Ball CORP | 股票-周期性消费 | 1.88% | — | +0.07% | |
| 16 | FDS | Factset Research Systems INC | 股票-金融 | 1.87% | -0.25% | -1.66% | |
| 17 | URI | United Rentals INC | 股票-工业 | 1.87% | -0.71% | +0.27% | |
| 18 | CAT | Caterpillar INC | 股票-工业 | 1.87% | +1.04% | -0.75% | |
| 19 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.76% | — | -0.71% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.76% | +0.38% | -1.85% | |
| 21 | ZTS | Zoetis INC | 股票-医疗保健 | 1.67% | — | -0.37% | |
| 22 | ROK | Rockwell Automation INC | 股票-工业 | 1.59% | -0.13% | -1.76% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.57% | -0.09% | -0.33% | |
| 24 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.44% | — | -0.22% | |
| 25 | CMI | Cummins INC | 股票-工业 | 1.43% | +0.07% | -0.57% | |
| 26 | CBRE | Cbre Group INC - A | 股票-房地产 | 1.41% | -0.23% | -0.36% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.34% | +0.34% | -1.86% | |
| 28 | PGR | Progressive CORP | 股票-金融 | 1.34% | -0.55% | +0.99% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.34% | — | -1.81% | |
| 30 | STT | State Street CORP | 股票-金融 | 1.33% | -0.10% | -0.90% | |
| 31 | SWKS | Skyworks Solutions INC | 股票-科技 | 1.32% | — | -0.57% | |
| 32 | EMN | Eastman Chemical Co | 股票-原材料 | 1.30% | — | -0.39% | |
| 33 | IT | Gartner INC | 股票-科技 | 1.12% | -0.36% | +0.88% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 1.09% | +0.01% | -0.28% | |
| 35 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.08% | -0.02% | -0.76% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 1.02% | — | -0.40% | |
| 37 | FTA | First Trust L C Val Alp | ETF-其他 | 1.00% | — | -3.16% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.99% | +0.28% | -1.98% | |
| 39 | LSTR | Landstar System INC | 股票-工业 | 0.98% | -0.27% | -0.06% | |
| 40 | MASI* | Masimo CORP | 股票-其他 | 0.93% | — | -1.23% | |
| 41 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.93% | -0.18% | -0.41% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | +0.32% | |
| 43 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.92% | -0.25% | -0.90% | |
| 44 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.90% | — | +0.15% | |
| 45 | KEL | Kellanova | 股票-其他 | 0.88% | — | +0.25% | |
| 46 | ROST | Ross Stores INC | 股票-周期性消费 | 0.82% | +0.06% | +1.96% | |
| 47 | GGG | Graco INC | 股票-工业 | 0.75% | -0.31% | -0.15% | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.74% | +0.23% | +1.05% | |
| 49 | ILMN | Illumina INC | 股票-医疗保健 | 0.73% | — | +0.90% | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | — | +1.14% |