CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 240 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 | 3.43% | — | +0.04% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.90% | — | -6.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | — | +6.35% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.07% | — | +51.91% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | — | +4.13% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.88% | — | -0.00% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.78% | — | +2.49% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.59% | — | +0.94% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.55% | — | +8.18% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.53% | — | -14.32% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.52% | — | +2.06% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.52% | — | +4.05% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.50% | — | -2.07% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.44% | — | -36.49% | |
| 15 | ZTS | Zoetis INC | 股票-医疗保健 | 1.34% | — | +1.25% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | — | -0.76% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | — | +0.03% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | — | +2.55% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | — | -1.88% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.12% | — | +7.51% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.12% | — | +2.09% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | — | +0.01% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.09% | — | +369.24% | |
| 24 | LFUS | Littelfuse INC | 股票-科技 | 1.06% | — | +1.08% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.05% | — | — | |
| 26 | ADBE | Adobe INC | 股票-科技 | 1.01% | — | +3.08% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | +2.67% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.98% | — | +0.79% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.88% | — | +3.09% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 0.84% | — | +2.96% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.82% | — | -2.50% | |
| 32 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.80% | — | +1.90% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | +2.71% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | — | +13.28% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.70% | — | +3.92% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | — | -20.22% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | — | +3.95% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.68% | — | +0.73% | |
| 39 | CDW | Cdw Corp/de | 股票-科技 | 0.66% | — | +2.38% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.66% | — | -1.76% | |
| 41 | FISV | Fiserv INC | 股票-其他 | 0.64% | — | +2.09% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.64% | — | +1.89% | |
| 43 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.64% | — | +0.77% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.64% | — | -4.75% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.63% | — | — | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +2.76% | |
| 47 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.63% | — | -19.52% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | — | +4.00% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.62% | — | +5.36% | |
| 50 | ✓ | Ishares Tr | 股票-其他 | 0.62% | — | — |