CIK: 0001706170
申报总市值
US$3.4亿
仅显示前 200 大持股（共 1627 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 | 3.25% | — | -7.51% | |
| 2 | SPGI | S&p Global INC | 股票-金融 | 3.01% | — | -2.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | — | -6.23% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.76% | — | -13.54% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.62% | — | +650.71% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | +0.10% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | — | -2.84% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.27% | — | -13.51% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.26% | — | -6.84% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.26% | — | -0.39% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.24% | — | -6.70% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | -0.68% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.14% | — | -0.69% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.11% | — | +0.75% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.09% | — | -5.58% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.08% | — | -0.01% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.04% | — | -5.58% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.04% | — | +26.35% | |
| 19 | LFUS | Littelfuse INC | 股票-科技 | 0.97% | — | +0.27% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | — | +0.71% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.93% | — | +14.36% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | — | -8.99% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.84% | — | -6.95% | |
| 24 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.82% | — | +24.37% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | — | -4.52% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | -1.58% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.75% | — | +1.64% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | — | -19.60% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.70% | — | +1.47% | |
| 30 | XLB | Ss Materials Select Sector | ETF-其他 | 0.68% | — | +13.85% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | — | -25.83% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.66% | — | -15.61% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.66% | — | — | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.66% | — | -1.98% | |
| 35 | ZTS | Zoetis INC | 股票-医疗保健 | 0.64% | — | -25.01% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.62% | — | +0.26% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.62% | — | -0.28% | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.62% | — | -0.31% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.62% | — | -41.36% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.61% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | — | -7.12% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.56% | — | -8.10% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +0.22% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.52% | — | -0.69% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.52% | — | +49.00% | |
| 46 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.51% | — | -20.38% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.49% | — | -0.88% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.49% | — | -66.51% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -1.05% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.47% | — | -14.48% |