CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 1581 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 | 3.71% | — | -0.63% | |
| 2 | SPGI | S&p Global INC | 股票-金融 | 2.80% | — | -1.68% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | — | +2.78% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.21% | — | +17.42% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.42% | — | +0.52% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | — | -25.42% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.35% | — | -9.75% | |
| 8 | ARKK | Ark Innovation ETF | ETF-其他 | 1.34% | — | +41.32% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.33% | — | +13.91% | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.22% | — | +8.13% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.19% | — | +0.67% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | — | -0.48% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.08% | — | +10.02% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.08% | — | +0.56% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.07% | — | +16.64% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.07% | — | -0.50% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +25.79% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.03% | — | +4.46% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.03% | — | +5.94% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | +11.40% | |
| 21 | LFUS | Littelfuse INC | 股票-科技 | 0.91% | — | -0.27% | |
| 22 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.88% | — | +24.34% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | — | -6.13% | |
| 24 | ZTS | Zoetis INC | 股票-医疗保健 | 0.87% | — | +6.63% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.87% | — | +33.37% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.84% | — | -9.15% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | — | +12.17% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.81% | — | -1.36% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.80% | — | +219.03% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.78% | — | +80.76% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.77% | — | +0.99% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | — | +6.45% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.72% | — | +10.12% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.70% | — | +1.84% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | +63.87% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | -35.93% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | +89.59% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.66% | — | +16.14% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.65% | — | — | |
| 40 | HON | Honeywell International INC | 股票-工业 | 0.64% | — | +7.30% | |
| 41 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.62% | — | +128.90% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.60% | — | +13.18% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.59% | — | -0.79% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.58% | — | +0.15% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.56% | — | +32.11% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.56% | — | +501.21% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.55% | — | — | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.55% | — | +8.76% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.54% | — | -0.34% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | -2.81% |