CIK: 0001767715
申报总市值
US$13.3亿
仅显示前 200 大持股（共 365 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 | 7.62% | — | -1.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | — | -0.65% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.13% | — | +0.10% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.35% | — | -1.54% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.83% | — | +1594.53% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | — | -1.54% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | — | -0.53% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.85% | — | -0.01% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.47% | — | +5.16% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.43% | — | -4.04% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.38% | — | +0.66% | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.35% | — | +1379.96% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.33% | — | -2.09% | |
| 14 | GS | Goldman Sachs Group INC | 股票-金融 | 1.33% | — | -2.51% | |
| 15 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.28% | — | +2.21% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | — | -0.84% | |
| 17 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 1.10% | — | -1.74% | |
| 18 | PM | Philip Morris International | 股票-非周期性消费 | 1.09% | — | -2.22% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | — | -1.04% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | +576.84% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.98% | — | -0.74% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | +0.14% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | — | +14.85% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | — | -0.62% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | — | -1.32% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.90% | — | +6.57% | |
| 27 | C | Citigroup INC | 股票-金融 | 0.89% | — | -4.67% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.83% | — | -4.11% | |
| 29 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.82% | — | -3.88% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.81% | — | +1.54% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.78% | — | -1.98% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.78% | — | -3.11% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.74% | — | +38.79% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | — | +0.50% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | — | -6.33% | |
| 36 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.73% | — | +2.69% | |
| 37 | ZTS | Zoetis INC | 股票-医疗保健 | 0.72% | — | -1.52% | |
| 38 | SPG | Simon Property Group INC | 股票-房地产 | 0.71% | — | -1.78% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.66% | — | -1.64% | |
| 40 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.64% | — | -2.96% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.61% | — | -20.31% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | — | +1.27% | |
| 43 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.57% | — | +98.92% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | +2.02% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | +31.51% | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.54% | — | +1.17% | |
| 47 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.53% | — | +0.36% | |
| 48 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.52% | — | -9.63% | |
| 49 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.51% | — | +1.82% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | +1.49% |