CIK: 0001706028
申报总市值
US$10.0亿
仅显示前 200 大持股（共 264 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 | 6.60% | -0.65% | +1.74% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.09% | -1.13% | +2.97% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.80% | +0.09% | -4.59% | |
| 4 | HD | Home Depot INC | 股票-周期性消费 | 2.02% | — | +1.88% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.94% | -0.33% | +5.48% | |
| 6 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.78% | -0.17% | +3.63% | |
| 7 | ABBV | Abbvie INC | 股票-医疗保健 | 1.76% | -0.17% | +0.51% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.69% | +0.56% | +1.64% | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 1.58% | -0.40% | +0.44% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.24% | +7.11% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.55% | — | +3.89% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.47% | -0.24% | -1.80% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | -0.20% | +0.46% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.26% | -0.34% | +6.43% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.22% | — | -4.61% | |
| 16 | PAYC | Paycom Software INC | 股票-科技 | 1.21% | — | — | |
| 17 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.20% | — | +1.51% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.17% | +0.13% | -0.67% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.15% | +0.09% | +0.06% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.13% | +0.17% | +2.31% | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 1.07% | -0.14% | +4.19% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.01% | -0.15% | -0.60% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 0.98% | — | -1.12% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.98% | -0.13% | -0.70% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | -0.18% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | +1.43% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.94% | — | +8.89% | |
| 28 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.93% | — | +1.76% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.30% | +3.46% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | +1.48% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | +4.31% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.84% | -0.18% | -0.10% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 0.83% | — | +13.29% | |
| 34 | AMT | American Tower CORP | 股票-房地产 | 0.83% | — | -1.60% | |
| 35 | ITW | Illinois Tool Works | 股票-工业 | 0.81% | — | -34.42% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.80% | — | -5.97% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.75% | — | -1.36% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.18% | +4.39% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.72% | — | +0.93% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | -27.25% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.71% | — | -0.97% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.70% | — | +9.64% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.69% | +0.11% | +0.91% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.69% | — | -2.81% | |
| 45 | OKE | Oneok INC | 股票-能源 | 0.62% | +0.10% | +4.30% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.61% | — | +0.38% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.60% | — | +1.08% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | +2.35% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.16% | +4.44% | |
| 50 | DHI | Dr Horton INC | 股票-周期性消费 | 0.58% | — | -2.03% |