CIK: 0001689646
申报总市值
US$17.9亿
仅显示前 200 大持股（共 1197 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 | 13.40% | -0.12% | +23.96% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.49% | +0.51% | -2.60% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.67% | -0.11% | +12.90% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.52% | -0.12% | -2.81% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.96% | -0.21% | +3.34% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.40% | — | -2.58% | |
| 7 | INTC | Intel CORP | 股票-科技 | 2.06% | — | -3.36% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.71% | — | — | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.69% | +0.05% | -2.26% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.52% | -0.14% | -2.46% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.48% | — | -2.50% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.39% | +0.06% | +1.18% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.23% | — | -1.02% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.28% | -1.13% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.20% | -0.11% | -7.98% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | — | +163.86% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.09% | +75.41% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.08% | — | -0.87% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.05% | +0.04% | -1.10% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | -4.13% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.84% | +0.08% | -0.07% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | -2.24% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.82% | — | -3.27% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 0.80% | — | +716.86% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.77% | — | +2.86% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | +0.05% | +10.48% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.63% | — | +9.19% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | -0.79% | |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.56% | — | — | |
| 30 | AFL | Aflac INC | 股票-金融 | 0.51% | — | -0.77% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | -0.15% | -14.48% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | +6.73% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.50% | — | -2.66% | |
| 34 | AWK | American Water Works Co INC | 股票-公用事业 | 0.48% | — | -8.01% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | — | +3.45% | |
| 36 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.46% | — | — | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.46% | — | -5.05% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.46% | — | -1.51% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | +0.03% | -19.23% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | -4.50% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | -2.81% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.12% | +10.19% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | -0.08% | +4.37% | |
| 44 | TIFEUR | Tiffany & Co | 股票-其他 | 0.43% | — | +0.01% | |
| 45 | MMM | 3m Co | 股票-工业 | 0.42% | — | +3.33% | |
| 46 | CBU | Community Financial System I | 股票-其他 | 0.42% | — | -0.43% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.41% | +0.05% | -13.11% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.09% | +0.84% | |
| 49 | WM | Waste Management INC | 股票-工业 | 0.38% | — | -7.24% | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.38% | — | -8.29% |