CIK: 0001691827
申报总市值
US$63.7亿
仅显示前 200 大持股（共 487 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 | NVDA | Nvidia CORP | 股票-科技 | 9.56% | -0.50% | -0.98% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.33% | -0.09% | -0.20% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.84% | -0.64% | -0.42% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.24% | -0.09% | -0.53% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.60% | -0.25% | -3.62% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | -0.18% | -0.11% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.42% | -0.10% | -3.03% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.31% | -0.43% | +0.28% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.28% | -0.20% | -2.37% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.23% | +0.21% | +3.85% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.16% | -0.06% | +2.15% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | -0.17% | -0.68% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.97% | +0.12% | +0.31% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.68% | — | +0.53% | |
| 15 | JFLX | Jpmorgan Flexible Debt ETF | ETF-其他 | 1.56% | — | — | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.54% | -0.14% | -0.84% | |
| 17 | EMLP | First Trust North American E | ETF-其他 | 1.53% | +0.24% | -2.92% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.52% | — | -1.74% | |
| 19 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.40% | -0.07% | +2.90% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.40% | +0.22% | +0.38% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.29% | -0.19% | -2.14% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.28% | — | +0.84% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 1.24% | — | +0.11% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | +3.27% | |
| 25 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.81% | -0.13% | +0.08% | |
| 26 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.76% | — | +8.40% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.75% | — | +3.80% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | +0.20% | +0.24% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.13% | -0.21% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.70% | — | +9.15% | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.69% | +0.13% | +7.86% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.22% | +0.24% | |
| 33 | ADI | Analog Devices INC | 股票-科技 | 0.59% | -0.28% | -3.01% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.52% | +0.15% | -0.90% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.51% | +0.13% | +0.66% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.51% | — | +1.44% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.51% | — | -1.09% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.23% | -4.47% | |
| 39 | CSMD | Congress Smid Growth ETF | ETF-其他 | 0.50% | +0.09% | +4.09% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | +0.11% | -0.67% | |
| 41 | ALL | Allstate CORP | 股票-金融 | 0.48% | — | -1.99% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | -0.49% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.48% | — | -1.25% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | +0.11% | -8.07% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.47% | -0.12% | +29.16% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | — | -0.28% | |
| 47 | NOW | Servicenow INC | 股票-科技 | 0.46% | -0.09% | +4.37% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.45% | +0.13% | -0.42% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | — | -0.30% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.45% | -0.32% | -6.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | -0.98% | 减仓 |
| 2 | AVGO | Broadcom INC | +1% | -3.62% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.11% | 加仓 |
| 4 | ORCL | Oracle CORP | +0.5% | -2.14% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.5% | -0.42% | 加仓 |
| 6 | MRSH | Marsh & Mclennan Cos | +0.3% | +2554.02% | 加仓 |
| 7 | NXPI | NXP Semiconductors N.V. | +0.3% | +9.01% | 加仓 |
| 8 | GS | Goldman Sachs Group INC | +0.2% | +0.11% | 加仓 |
| 9 | ECL | Ecolab INC | +0.2% | +229.38% | 加仓 |
| 10 | DAL | Delta Air Lines INC | +0.2% | +8.73% | 加仓 |
| 11 | SO | Southern Co/the | +0.2% | +21.52% | 加仓 |
| 12 | CSL | Carlisle Cos INC | +0.2% | +1683.94% | 加仓 |
| 13 | INTU | Intuit INC | +0.2% | +639.32% | 加仓 |
| 14 | TCHP | T Rowe Price Blue Chip Growt | +0.2% | +2.90% | 加仓 |
| 15 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +29.16% | 加仓 |
| 16 | BA | Boeing Co/the | +0.1% | +3.80% | 加仓 |
| 17 | NOW | Servicenow INC | +0.1% | +4.37% | 加仓 |
| 18 | IDXX | Idexx Laboratories INC | +0.1% | +6.02% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -0.28% | 加仓 |
| 20 | IR | Ingersoll-rand INC | +0.1% | +65.12% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -2.37% | 加仓 |
| 22 | CSMD | Congress Smid Growth ETF | +0.1% | +4.09% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -0.68% | 减仓 |
| 24 | CAT | Caterpillar INC | +0.1% | -0.90% | 加仓 |
| 25 | C | Citigroup INC | +0.1% | +0.49% | 加仓 |
| 26 | VNQ | Vanguard Real Estate ETF | +0.1% | +9.15% | 加仓 |
| 27 | VB | Vanguard Small-cap ETF | +0.1% | -1.01% | 加仓 |
| 28 | LOW | Lowe's Cos INC | 0% | +8.40% | 加仓 |
| 29 | AVLV | Avantis US Large Cap Value | 0% | +7.86% | 加仓 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.53% | 加仓 |
| 31 | WMT | Walmart INC | -0.1% | +0.38% | 加仓 |
| 32 | AMZN | Amazon.com INC | -0.1% | +2.15% | 加仓 |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.53% | 加仓 |
| 34 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +0.31% | 加仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.84% | 减仓 |
| 36 | ABBV | Abbvie INC | -0.2% | -1.74% | 加仓 |
| 37 | BDX | Becton Dickinson And Co | -0.2% | -31.82% | 减仓 |
| 38 | SBUX | Starbucks CORP | -0.2% | -12.97% | 减仓 |
| 39 | AAPL | Apple INC | -0.2% | -0.20% | 加仓 |
| 40 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | -3.03% | 减仓 |
| 41 | ADBE | Adobe INC | -0.2% | -72.90% | 减仓 |
| 42 | TGT | Target CORP | -0.2% | -3.74% | 减仓 |
| 43 | SYY | Sysco CORP | -0.3% | -53.10% | 减仓 |
| 44 | FLOT | Ishares Floating Rate Bond E | -0.3% | +3.85% | 加仓 |
| 45 | WFC | Wells Fargo & Co | -0.3% | -59.92% | 减仓 |
| 46 | MCD | Mcdonald's CORP | -0.3% | -8.07% | 减仓 |
| 47 | CSX | Csx CORP | -0.3% | -67.02% | 减仓 |
| 48 | UNH | Unitedhealth Group INC | -0.5% | -27.64% | 减仓 |
| 49 | LLY | Eli Lilly & Co | -0.7% | +0.28% | 加仓 |
| 50 | JFLX | Jpmorgan Flexible Debt ETF | — | NEW | 新建仓 |