CIK: 0001689646
申报总市值
US$17.9亿
仅显示前 200 大持股（共 1111 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.45% | -0.12% | +0.59% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.77% | +0.51% | -0.33% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.35% | -0.11% | +2.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.90% | -0.12% | -1.24% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.74% | — | +3585.66% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.72% | -0.21% | -0.45% | |
| 7 | INTC | Intel CORP | 股票-科技 | 2.01% | — | -0.95% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.68% | +0.06% | +0.81% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.63% | -0.14% | -0.09% | |
| 10 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.61% | — | -1.55% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.42% | +0.05% | +0.69% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.32% | — | +1.71% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.27% | -0.11% | +5.50% | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.24% | — | +4326.85% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.28% | +5.89% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 0.94% | +0.04% | -2.03% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | — | +1.39% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.90% | — | -32.75% | |
| 19 | BA | Boeing Co/the | 股票-工业 | 0.88% | — | -1.26% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.09% | +3.61% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.82% | — | +2.84% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | +1.93% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | +0.08% | +0.66% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.74% | — | +4.31% | |
| 25 | AFL | Aflac INC | 股票-金融 | 0.68% | — | -1.81% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | — | +14.86% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.64% | — | +0.45% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | +0.05% | +0.41% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | +618.19% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.58% | — | -0.34% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.57% | — | -3.06% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.16% | +43.09% | |
| 33 | FENY | Fidelity Msci Energy Index | ETF-大型股与成长 | 0.54% | +0.05% | +1.84% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.12% | +7.96% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | +0.03% | +52.04% | |
| 36 | WTRG | Essential Utilities, Inc. | 股票-公用事业 | 0.49% | — | +0.15% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | -7.90% | |
| 38 | AWK | American Water Works Co INC | 股票-公用事业 | 0.47% | — | -3.14% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | — | -2.29% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.46% | — | -6.09% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.46% | +0.05% | -3.20% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | -0.15% | +0.49% | |
| 43 | TGT | Target CORP | 股票-周期性消费 | 0.44% | — | +50.16% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | -9.87% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.44% | — | +3.79% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.44% | — | +7.84% | |
| 47 | CBU | Community Financial System I | 股票-其他 | 0.43% | — | +0.56% | |
| 48 | WM | Waste Management INC | 股票-工业 | 0.43% | — | +0.10% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.09% | -2.14% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | -0.08% | +6.15% |