CIK: 0001656282
申报总市值
US$2.6亿
仅显示前 200 大持股（共 296 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 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-其他 | 5.59% | -0.15% | — | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 4.24% | -0.93% | +34.74% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.86% | -0.18% | +0.23% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.46% | -0.23% | +3.11% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.82% | +1.53% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.14% | — | -33.19% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.53% | -0.93% | -0.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | -0.12% | -2.55% | |
| 9 | JSTC | Adasina Social Justice Glb | ETF-其他 | 2.04% | -0.66% | -48.04% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.51% | +0.24% | +3.01% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | +0.06% | -3.27% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | — | -2.12% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.32% | — | +5.14% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 0.98% | +0.14% | +15.66% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | — | +5.74% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.94% | +0.08% | +0.05% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | — | +8.42% | |
| 18 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.92% | -0.30% | +6.41% | |
| 19 | NFLX | Netflix INC | 股票-通信服务 | 0.82% | — | -1.95% | |
| 20 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 0.78% | — | -23.60% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | -5.39% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.75% | — | +2.59% | |
| 23 | AMAT | Applied Materials INC | 股票-科技 | 0.71% | +0.21% | -4.11% | |
| 24 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.70% | — | +4.23% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.33% | -9.03% | |
| 26 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.66% | +0.09% | +7.85% | |
| 27 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 0.65% | — | +0.52% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.06% | -4.60% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | +0.18% | +2.81% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.06% | -0.48% | |
| 31 | CHGX | Stance Sustainable Beta ETF | ETF-其他 | 0.59% | — | +0.04% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | +7.54% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 0.56% | — | +2.58% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.54% | — | -0.69% | |
| 35 | UL | Unilever PLC | 股票-非周期性消费 | 0.51% | -0.51% | EXIT | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.51% | — | -12.21% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +2.19% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | +31.24% | |
| 39 | TAXF | American Century Diver Muni | ETF-其他 | 0.46% | +1.83% | +39.47% | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.46% | -0.46% | EXIT | |
| 41 | LIN | Linde plc | 股票-原材料 | 0.44% | — | +2.07% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.44% | — | +12.29% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.42% | — | -6.56% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +0.11% | +7.96% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.40% | — | +0.52% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | — | -1.84% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.39% | — | +19.49% | |
| 48 | INTU | Intuit INC | 股票-科技 | 0.39% | — | +17.29% | |
| 49 | TELFY | Telefonica Sa-spon Adr | 股票-其他 | 0.39% | -0.39% | EXIT | |
| 50 | NOW | Servicenow INC | 股票-科技 | 0.39% | — | +1.71% |