CIK: 0001656282
申报总市值
US$2.6亿
仅显示前 200 大持股（共 242 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 7.32% | — | -6.06% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 4.76% | -0.93% | -7.56% | |
| 3 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 3.55% | -0.93% | +52.40% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.23% | +30.20% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.82% | +15.54% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.78% | -0.18% | +16.98% | |
| 7 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.66% | -0.20% | -2.17% | |
| 8 | ICLN | Ishares Global Clean Energy | ETF-其他 | 1.32% | — | +3.13% | |
| 9 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 1.27% | — | +0.55% | |
| 10 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 1.22% | — | +0.46% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | -0.12% | +18.08% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.98% | — | +31.00% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 0.92% | — | +13.33% | |
| 14 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.90% | — | +20.64% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.83% | — | +34.42% | |
| 16 | ADBE | Adobe INC | 股票-科技 | 0.82% | — | +15.25% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | +0.24% | -4.79% | |
| 18 | AMAT | Applied Materials INC | 股票-科技 | 0.78% | +0.21% | +0.92% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | +10.11% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.75% | — | +9.78% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | +0.06% | +45.39% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.69% | — | +16.16% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +15.72% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +8.78% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.67% | — | +4.48% | |
| 26 | INTU | Intuit INC | 股票-科技 | 0.66% | — | +0.99% | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 0.66% | — | +0.17% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.65% | — | +25.78% | |
| 29 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.65% | -0.30% | -4.02% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.06% | +7.04% | |
| 31 | UL | Unilever PLC | 股票-非周期性消费 | 0.63% | -0.51% | EXIT | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | +0.14% | +7.33% | |
| 33 | PANW | Palo Alto Networks INC | 股票-科技 | 0.60% | — | +1.96% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.06% | +26.63% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.54% | +0.18% | -2.18% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.53% | — | +7.34% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.51% | — | +0.77% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | — | -4.36% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.51% | — | +4.62% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | — | +14.45% | |
| 41 | AWK | American Water Works Co INC | 股票-公用事业 | 0.51% | — | +19.31% | |
| 42 | NOW | Servicenow INC | 股票-科技 | 0.50% | — | +11.55% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | +0.18% | +1.89% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.49% | — | +2.47% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | +18.88% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.47% | — | +6.98% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.47% | — | -16.75% | |
| 48 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.47% | — | -2.35% | |
| 49 | ADI | Analog Devices INC | 股票-科技 | 0.47% | +0.15% | +0.54% | |
| 50 | TD | Toronto-dominion Bank | 股票-金融 | 0.46% | — | +5.52% |