CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 248 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 | 4.23% | — | +4.73% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.97% | — | +8.85% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | — | +6.13% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.42% | — | +59.61% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | — | +12.20% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.17% | — | +12.74% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.77% | — | -18.38% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.55% | — | -0.69% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.45% | — | -0.13% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.40% | — | -4.84% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.37% | — | -7.17% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.33% | — | -15.96% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.28% | — | +6.41% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.24% | — | +1.60% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.19% | — | +5.22% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | — | +7.09% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | -0.89% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.17% | — | +15.61% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.17% | — | -19.59% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.09% | — | -10.88% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | — | +4.63% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.07% | — | — | |
| 23 | ZTS | Zoetis INC | 股票-医疗保健 | 1.03% | — | -24.39% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.98% | — | -12.91% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | -2.38% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.93% | — | — | |
| 27 | LFUS | Littelfuse INC | 股票-科技 | 0.91% | — | -23.57% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.89% | — | -47.82% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | — | +1.90% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.87% | — | -30.75% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.84% | — | +5.13% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.79% | — | -22.10% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.77% | — | +0.39% | |
| 34 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.75% | — | +23.35% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.74% | — | +1.17% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | +1.12% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.72% | — | +2.89% | |
| 38 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.70% | — | +24.69% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | — | +7.75% | |
| 40 | ✓ | Ishares Tr | 股票-其他 | 0.67% | — | +22.33% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | — | -3.06% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.64% | — | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.63% | — | +3.67% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.63% | — | +0.87% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.62% | — | -2.20% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | — | +17.34% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +3.48% | |
| 49 | FISV | Fiserv INC | 股票-其他 | 0.57% | — | -1.50% | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.57% | — | -5.66% |