CIK: 0001706028
申报总市值
US$10.0亿
仅显示前 200 大持股（共 225 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 | AAPL | Apple INC | 股票-科技 | 5.21% | -0.65% | -0.51% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.04% | +0.09% | -2.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.51% | -1.13% | -1.75% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.48% | — | -2.75% | |
| 5 | PAYC | Paycom Software INC | 股票-科技 | 1.90% | — | +0.19% | |
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 1.89% | -0.14% | -4.15% | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 1.80% | -0.40% | +0.85% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 1.77% | — | -0.03% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.71% | — | +10.73% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | +0.56% | -0.11% | |
| 11 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-其他 | 1.66% | — | +3.72% | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.57% | +0.09% | -2.15% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.51% | — | -2.08% | |
| 14 | ITW | Illinois Tool Works | 股票-工业 | 1.51% | — | -0.64% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.50% | -0.17% | -1.51% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.44% | -0.17% | -1.08% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.41% | -0.33% | -0.98% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.24% | +2.14% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.26% | -0.13% | -0.92% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.25% | — | -1.04% | |
| 21 | HON | Honeywell International INC | 股票-工业 | 1.19% | — | -6.43% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.18% | — | -0.93% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 1.13% | +0.13% | +1.88% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.13% | — | -3.46% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.16% | +150.80% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.08% | — | -0.34% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | -0.34% | +7.78% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.06% | -0.15% | +17.19% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | -2.40% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.20% | -1.14% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.04% | — | -8.92% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.99% | — | +285.83% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.98% | — | -1.77% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.98% | — | +8.79% | |
| 35 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.95% | — | +1.44% | |
| 36 | AMT | American Tower CORP | 股票-房地产 | 0.93% | — | -0.92% | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 0.92% | — | -0.79% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.86% | -0.18% | -1.18% | |
| 39 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.83% | — | +45.29% | |
| 40 | TXN | Texas Instruments INC | 股票-科技 | 0.80% | — | -4.01% | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.79% | — | +0.90% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | -0.52% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | — | -4.79% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | +2.17% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | — | -0.06% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.72% | — | -0.43% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.18% | -2.78% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.24% | -0.08% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.67% | — | +0.68% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | +0.17% | +0.29% |