CIK: 0001656282
申报总市值
US$2.6亿
仅显示前 200 大持股（共 279 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 | 5.12% | — | +2.00% | |
| 2 | JSTC | Adasina Social Justice Glb | ETF-其他 | 4.17% | -0.66% | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.56% | -0.18% | +0.12% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.43% | -0.93% | +2.87% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.82% | +1.81% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.95% | -0.23% | +6.63% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.56% | -0.93% | +5.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | -0.12% | +1.98% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | — | -0.76% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 1.36% | — | +2.80% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.30% | +0.24% | +6.29% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.19% | +0.06% | -0.92% | |
| 13 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.14% | -0.20% | -2.53% | |
| 14 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 1.11% | — | +61.28% | |
| 15 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.07% | -0.30% | -1.79% | |
| 16 | CPLB | Nyli Mackay Core Plus Bond | ETF-其他 | 1.07% | — | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | — | +1.48% | |
| 18 | NFLX | Netflix INC | 股票-通信服务 | 1.02% | — | +10.42% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | +13.92% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.94% | +0.14% | +12.31% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | — | -8.79% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.86% | +0.08% | +8.13% | |
| 23 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.80% | — | +0.02% | |
| 24 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.78% | — | +1.40% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.77% | — | +10.06% | |
| 26 | AMAT | Applied Materials INC | 股票-科技 | 0.72% | +0.21% | -0.47% | |
| 27 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 0.71% | — | -0.17% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.67% | +0.06% | +2.56% | |
| 29 | SYK | Stryker CORP | 股票-医疗保健 | 0.64% | — | -1.10% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.33% | +10.50% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.63% | +0.09% | +12.21% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.62% | — | -2.01% | |
| 33 | CHGX | Stance Sustainable Beta ETF | ETF-其他 | 0.61% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.06% | +4.25% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.54% | +0.18% | +2.01% | |
| 36 | UL | Unilever PLC | 股票-非周期性消费 | 0.54% | -0.51% | EXIT | |
| 37 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.49% | — | — | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | +4.05% | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.47% | — | +12.09% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | -1.16% | |
| 41 | NOW | Servicenow INC | 股票-科技 | 0.46% | — | +0.57% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | — | +4.22% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.45% | — | -10.88% | |
| 44 | TELFY | Telefonica Sa-spon Adr | 股票-其他 | 0.43% | -0.39% | EXIT | |
| 45 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-其他 | 0.43% | — | — | |
| 46 | SUB | Ishares Short-term National | ETF-其他 | 0.43% | — | -5.00% | |
| 47 | DHR | Danaher CORP | 股票-医疗保健 | 0.42% | — | +1.71% | |
| 48 | INTU | Intuit INC | 股票-科技 | 0.42% | — | +3.29% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | — | +1.50% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.41% | -0.46% | EXIT |