CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 737 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 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 8.40% | +0.04% | +410.16% | |
| 2 | DIS | Walt Disney Co/the | 股票-通信服务 | 7.72% | — | -48.77% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.48% | — | -3.43% | |
| 4 | INCY | Incyte CORP | 股票-医疗保健 | 3.89% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | -0.56% | -2.82% | |
| 6 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.57% | +0.06% | — | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.96% | — | +1.89% | |
| 8 | STBA | S & T Bancorp INC | 股票-其他 | 1.70% | — | +2.05% | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.70% | +0.06% | +2.14% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | +0.38% | -4.94% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.11% | -8.84% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.59% | +0.12% | -32.43% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.57% | +0.23% | -3.14% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.54% | — | +17.73% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.33% | — | -26.09% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.29% | — | -4.14% | |
| 17 | NEE | Nextera Energy INC | 股票-公用事业 | 1.23% | — | — | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.06% | — | +58.93% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | — | +88.30% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | -0.11% | -7.21% | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.90% | — | — | |
| 22 | FISV | Fiserv INC | 股票-其他 | 0.89% | — | — | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | +0.05% | -23.24% | |
| 24 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.69% | — | — | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | — | |
| 26 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.66% | +0.03% | -23.29% | |
| 27 | GIS | General Mills INC | 股票-非周期性消费 | 0.66% | — | — | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.08% | -2.42% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.64% | — | -8.29% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.64% | — | -12.68% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | -4.48% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.60% | — | -17.42% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | -21.77% | |
| 34 | PAYX | Paychex INC | 股票-科技 | 0.57% | — | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.56% | — | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +26.69% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.50% | -0.07% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +6.49% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | — | |
| 40 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.50% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | — | -7.24% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.47% | -0.15% | — | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.46% | — | -14.86% | |
| 44 | AMT | American Tower CORP | 股票-房地产 | 0.46% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | -0.08% | — | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.44% | — | — | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.43% | — | -25.63% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | -7.63% | |
| 49 | CP | Canadian Pacific Kansa F | 股票-工业 | 0.42% | — | -50.00% | |
| 50 | ED | Consolidated Edison INC | 股票-公用事业 | 0.40% | — | -2.04% |