CIK: 0001656282
申报总市值
US$2.6亿
仅显示前 200 大持股（共 269 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 | 5.94% | — | +2.02% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.97% | -0.93% | +4.44% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.57% | -0.23% | -3.68% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.91% | -0.18% | -1.79% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.82% | -9.05% | |
| 6 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.54% | -0.93% | -35.78% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.71% | -0.12% | -1.89% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | — | -2.42% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 1.54% | — | +5.32% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.26% | +0.06% | +1.59% | |
| 11 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.24% | -0.20% | +1.55% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | — | -0.30% | |
| 13 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.15% | -0.30% | +1.47% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | — | +6.72% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | +0.24% | -4.08% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | — | -9.22% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | +0.14% | +12.13% | |
| 18 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 0.85% | — | -12.99% | |
| 19 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.83% | — | +6.80% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | +0.06% | +3.47% | |
| 21 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 0.82% | — | -13.72% | |
| 22 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.77% | — | +3.06% | |
| 23 | NFLX | Netflix INC | 股票-通信服务 | 0.77% | — | +0.52% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.06% | -1.34% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | — | -19.52% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 0.72% | — | -36.15% | |
| 27 | AXP | American Express Co | 股票-金融 | 0.70% | — | +5.70% | |
| 28 | AMAT | Applied Materials INC | 股票-科技 | 0.69% | +0.21% | +2.83% | |
| 29 | UL | Unilever PLC | 股票-非周期性消费 | 0.64% | -0.51% | EXIT | |
| 30 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.62% | +0.09% | +5.19% | |
| 31 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.62% | — | -1.27% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | -8.19% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.57% | +0.08% | +5.82% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | -0.56% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.54% | — | +4.73% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.52% | +0.18% | +6.51% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | — | -25.00% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.51% | — | +0.29% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.50% | — | -5.99% | |
| 40 | PVI | Invesco Floating Rate Munici | ETF-其他 | 0.50% | -0.19% | +4.05% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.49% | — | +2.22% | |
| 42 | LIN | Linde plc | 股票-原材料 | 0.49% | — | -34.23% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | — | -14.95% | |
| 44 | TMUS | T-mobile US INC | 股票-通信服务 | 0.48% | — | -33.12% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | — | -7.42% | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.47% | — | +3.33% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | -0.87% | |
| 48 | SPGI | S&p Global INC | 股票-金融 | 0.45% | — | +0.42% | |
| 49 | AWK | American Water Works Co INC | 股票-公用事业 | 0.44% | — | +0.41% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | — | -6.72% |