CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 395 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 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.80% | — | +1.24% | |
| 2 | SPGI | S&p Global INC | 股票-金融 | 2.68% | — | -5.81% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.32% | — | +2.04% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.28% | — | -1.00% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.83% | — | -2.97% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | — | +14.12% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | — | -7.22% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.66% | — | +3.75% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.62% | — | +97.42% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.59% | — | +71.16% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | — | +28.60% | |
| 12 | LFUS | Littelfuse INC | 股票-科技 | 1.47% | — | -5.48% | |
| 13 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.40% | — | -47.21% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.40% | — | -4.92% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 1.38% | — | -2.91% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.34% | — | -8.43% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | — | -14.58% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | — | -3.95% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.23% | — | +87.23% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.20% | — | -0.73% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.12% | — | +33.74% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.09% | — | -1.27% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | +19.35% | |
| 24 | WEP | Magellan Midstream Partners | 股票-其他 | 1.05% | — | -1.99% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.01% | — | +20.11% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.01% | — | +23.10% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.96% | — | +590.77% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | — | -4.54% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 0.89% | — | -4.80% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.87% | — | -9.81% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | — | -0.14% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.80% | — | +1.55% | |
| 33 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.79% | — | -17.48% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.79% | — | +42.27% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.77% | — | +3.82% | |
| 36 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.76% | — | -2.70% | |
| 37 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.73% | — | — | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.71% | — | -10.02% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.70% | — | — | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.70% | — | +0.89% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | -2.79% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | -65.91% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.64% | — | -9.08% | |
| 44 | ✓ | Ishares Tr | 股票-其他 | 0.62% | — | — | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.62% | — | -0.46% | |
| 46 | ZTS | Zoetis INC | 股票-医疗保健 | 0.60% | — | — | |
| 47 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 0.60% | — | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.60% | — | +4277.45% | |
| 49 | BDX 6.125 05-01-20 A | Becton Dickinson And Co | 股票-医疗保健 | 0.58% | — | -5.78% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | — | +4.98% |