CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 273 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 | AAPL | Apple INC | 股票-科技 | 4.23% | — | +284.24% | |
| 2 | SPGI | S&p Global INC | 股票-金融 | 4.05% | — | +0.23% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | — | +0.83% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.42% | — | +8.22% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.33% | — | +7.86% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.74% | — | +3.35% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.65% | — | +34.57% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.39% | — | +3.13% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.38% | — | +5.40% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.36% | — | -37.97% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.31% | — | -1.12% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.30% | — | +6.64% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.25% | — | -0.86% | |
| 14 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.25% | — | +0.71% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | — | +51.40% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | — | +4.96% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.13% | — | -12.53% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | — | +5.40% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.11% | — | +18.09% | |
| 20 | ZTS | Zoetis INC | 股票-医疗保健 | 1.06% | — | -2.26% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | — | +6.78% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | — | +4.73% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | — | +1.64% | |
| 24 | ARKK | Ark Innovation ETF | ETF-其他 | 0.91% | — | +103.46% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | — | +2.56% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.89% | — | +9.61% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.84% | — | +18.30% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.83% | — | +1.25% | |
| 29 | LFUS | Littelfuse INC | 股票-科技 | 0.82% | — | +0.02% | |
| 30 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.81% | — | — | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.77% | — | -0.96% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.76% | — | -1.85% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.74% | — | +3.44% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.74% | — | +1.19% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | — | -24.43% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | +1.82% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.66% | — | -0.39% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.65% | — | +7.35% | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 0.62% | — | +1.96% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | — | +1.91% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | — | +11.49% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.60% | — | +83.77% | |
| 43 | HON | Honeywell International INC | 股票-工业 | 0.60% | — | +5.64% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.59% | — | — | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -31.74% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.58% | — | -0.06% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.57% | — | -0.87% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.56% | — | -0.22% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.56% | — | -1.11% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | +3.89% |