CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 709 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.51% | — | +1180.11% | |
| 2 | SPGI | S&p Global INC | 股票-金融 | 2.54% | — | — | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.04% | — | +48.26% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.04% | — | +0.33% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.89% | — | -4.52% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | — | +4.41% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.53% | — | +0.76% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | — | +7.91% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | — | -3.94% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.19% | — | +7.93% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.12% | — | +16.79% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | -3.52% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 1.08% | — | +4.68% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 1.07% | — | -1.44% | |
| 15 | LFUS | Littelfuse INC | 股票-科技 | 1.05% | — | -5.86% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.00% | — | -3.12% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.99% | — | +5.27% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | — | -0.16% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | — | +0.07% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.96% | — | +0.68% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | — | +21.06% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | — | +20.64% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.91% | — | +64.95% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.85% | — | — | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.83% | — | -1.20% | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.82% | — | +3.50% | |
| 27 | ZTS | Zoetis INC | 股票-医疗保健 | 0.78% | — | +38.91% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.76% | — | -0.95% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.74% | — | +15.92% | |
| 30 | WEP | Magellan Midstream Partners | 股票-其他 | 0.74% | — | +3.81% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | — | -1.60% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | — | +5.35% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.70% | — | -3.40% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | — | +22.18% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.65% | — | -0.02% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | — | -3.98% | |
| 37 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.61% | — | -0.02% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.61% | — | — | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.58% | — | +8.32% | |
| 40 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.58% | — | -1.06% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | +49.40% | |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.55% | — | +11.35% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.55% | — | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.54% | — | -0.07% | |
| 45 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.52% | — | — | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 0.52% | — | +0.01% | |
| 47 | ✓ | Ishares Tr | 股票-其他 | 0.51% | — | +12.76% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.51% | — | +3259.62% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.50% | — | +0.00% | |
| 50 | FISV | Fiserv INC | 股票-其他 | 0.50% | — | +0.58% |