CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 402 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 | SPGI | S&p Global INC | 股票-金融 | 2.96% | — | -0.11% | |
| 2 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 2.40% | — | +41.56% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.38% | — | -3.67% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | — | -21.35% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.10% | — | +129.68% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.03% | — | +22.95% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.92% | — | +9.60% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.90% | — | -2.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.86% | — | -17.78% | |
| 10 | LFUS | Littelfuse INC | 股票-科技 | 1.84% | — | -6.83% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.83% | — | +9.52% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | — | -0.27% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 1.38% | — | -1.86% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | — | -1.06% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | — | -0.23% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | — | +0.58% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.29% | — | +0.96% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.28% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | — | +0.25% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | — | +1.14% | |
| 21 | WEP | Magellan Midstream Partners | 股票-其他 | 1.12% | — | -2.70% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +1838.09% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.98% | — | +7.07% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.95% | — | -17.49% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.95% | — | +185.52% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | — | -0.60% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.91% | — | +144.08% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | — | +54.56% | |
| 30 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.85% | — | +2.71% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.84% | — | -0.76% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | -3.03% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | — | +92.67% | |
| 34 | ITW | Illinois Tool Works | 股票-工业 | 0.78% | — | -0.67% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.77% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | +84.91% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.71% | — | +0.86% | |
| 39 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.70% | — | +6.86% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | — | — | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.66% | — | — | |
| 42 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.66% | — | +1177.45% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | — | +20.87% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | — | -3.78% | |
| 45 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.63% | — | — | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | — | |
| 47 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.61% | — | -0.80% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | — | — | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.60% | — | — | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.59% | — | +59.93% |