CIK: 0001767715
申报总市值
US$13.3亿
仅显示前 200 大持股（共 327 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 8.12% | — | -3.02% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.35% | — | +0.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.30% | — | -3.54% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.55% | — | +1.95% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.16% | — | -0.25% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.07% | — | +0.75% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.04% | — | +1.13% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.59% | — | -0.50% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.57% | — | -3.46% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.47% | — | +2.92% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.45% | — | -2.07% | |
| 12 | GS | Goldman Sachs Group INC | 股票-金融 | 1.34% | — | -1.99% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.32% | — | -4.22% | |
| 14 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.29% | — | -1.99% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 1.29% | — | -0.66% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | — | -1.70% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 1.14% | — | +2.39% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.14% | — | +0.40% | |
| 19 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 1.12% | — | -1.73% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.06% | — | -1.53% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | — | -0.59% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 1.02% | — | -20.70% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.99% | — | -1.89% | |
| 24 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.93% | — | -0.82% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.92% | — | +0.18% | |
| 26 | C | Citigroup INC | 股票-金融 | 0.88% | — | -1.71% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | — | -2.68% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.85% | — | -2.83% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.84% | — | -1.22% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.84% | — | +4.27% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | -1.11% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | — | +0.32% | |
| 33 | ZTS | Zoetis INC | 股票-医疗保健 | 0.76% | — | -0.07% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.76% | — | +0.18% | |
| 35 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.74% | — | -8.60% | |
| 36 | SPG | Simon Property Group INC | 股票-房地产 | 0.65% | — | -0.88% | |
| 37 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.64% | — | -1.51% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | — | -0.81% | |
| 39 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.60% | — | -6.80% | |
| 40 | DVN | Devon Energy CORP | 股票-能源 | 0.60% | — | -6.49% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | — | +55.77% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | — | -3.93% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | +0.34% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | -59.14% | |
| 45 | KMI | Kinder Morgan INC | 股票-能源 | 0.54% | — | -1.82% | |
| 46 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.54% | — | -1.61% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +1.76% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | +1.97% | |
| 49 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.51% | — | +2.79% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | -0.90% |