CIK: 0001632553
申报总市值
US$2.2亿
仅显示前 200 大持股（共 251 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 | NVDA | Nvidia CORP | 股票-科技 | 5.57% | -0.90% | +0.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.93% | -0.92% | +0.71% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.85% | -0.10% | +0.96% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.55% | — | -3.80% | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 3.01% | -0.20% | +0.78% | |
| 6 | ACN | Accenture plc | 股票-科技 | 2.87% | -0.36% | +0.98% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.82% | -0.22% | +101.42% | |
| 8 | CBOE | Cboe Global Markets INC | 股票-金融 | 2.72% | +0.30% | +0.86% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.30% | +0.65% | +1.27% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.24% | +0.65% | +1.39% | |
| 11 | CAT | Caterpillar INC | 股票-工业 | 2.20% | +1.04% | +0.79% | |
| 12 | URI | United Rentals INC | 股票-工业 | 2.09% | -0.71% | +0.74% | |
| 13 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.96% | — | +0.77% | |
| 14 | FDS | Factset Research Systems INC | 股票-金融 | 1.92% | -0.25% | +0.75% | |
| 15 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 1.84% | — | +0.98% | |
| 16 | CHE | Chemed CORP | 股票-医疗保健 | 1.84% | -0.23% | +0.68% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.76% | -0.09% | +1.16% | |
| 18 | RMD | Resmed INC | 股票-医疗保健 | 1.75% | -0.19% | +1.22% | |
| 19 | ZTS | Zoetis INC | 股票-医疗保健 | 1.73% | — | +1.19% | |
| 20 | BALL | Ball CORP | 股票-周期性消费 | 1.69% | — | +1.25% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.62% | +0.38% | -3.34% | |
| 22 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.57% | — | +0.94% | |
| 23 | ROK | Rockwell Automation INC | 股票-工业 | 1.51% | -0.13% | +0.92% | |
| 24 | CBRE | Cbre Group INC - A | 股票-房地产 | 1.41% | -0.23% | +1.01% | |
| 25 | CMI | Cummins INC | 股票-工业 | 1.35% | +0.07% | +0.98% | |
| 26 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.35% | — | +0.94% | |
| 27 | PGR | Progressive CORP | 股票-金融 | 1.30% | -0.55% | +1.10% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.21% | +0.34% | -3.98% | |
| 29 | IT | Gartner INC | 股票-科技 | 1.19% | -0.36% | +1.24% | |
| 30 | EMN | Eastman Chemical Co | 股票-原材料 | 1.17% | — | +1.10% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.16% | — | -6.24% | |
| 32 | STT | State Street CORP | 股票-金融 | 1.16% | -0.10% | +0.94% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 1.10% | +0.01% | +1.05% | |
| 34 | SWKS | Skyworks Solutions INC | 股票-科技 | 1.09% | — | +1.11% | |
| 35 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.03% | -0.18% | +1.02% | |
| 36 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.02% | -0.02% | +1.02% | |
| 37 | LSTR | Landstar System INC | 股票-工业 | 0.95% | -0.27% | +0.48% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | +1.06% | |
| 39 | ROST | Ross Stores INC | 股票-周期性消费 | 0.90% | +0.06% | +1.51% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.87% | +0.28% | -4.63% | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.86% | — | +1.05% | |
| 42 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.85% | — | +1.16% | |
| 43 | FTA | First Trust L C Val Alp | ETF-其他 | 0.83% | — | -6.12% | |
| 44 | KEL | Kellanova | 股票-其他 | 0.78% | — | +1.18% | |
| 45 | GGG | Graco INC | 股票-工业 | 0.74% | -0.31% | +0.53% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.71% | +0.23% | +2.20% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | +77.31% | |
| 48 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.66% | -0.25% | +0.81% | |
| 49 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.65% | -0.42% | +0.40% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.14% | +1.83% |