CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 754 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 | 7.88% | — | -1.15% | |
| 2 | DIS | Walt Disney Co/the | 股票-通信服务 | 6.34% | — | -4.76% | |
| 3 | INCY | Incyte CORP | 股票-医疗保健 | 4.24% | — | +24.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -0.56% | +0.43% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.50% | +0.06% | +14.11% | |
| 6 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.15% | +0.04% | +19.71% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.46% | +0.23% | +0.42% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.30% | — | -0.94% | |
| 9 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.05% | — | +4.87% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.83% | +0.03% | +16.83% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | -0.11% | +0.39% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.53% | +0.12% | +1.06% | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.42% | +0.06% | +0.06% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.42% | — | +0.28% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | +0.38% | -0.70% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事业 | 1.24% | — | +300.00% | |
| 17 | STBA | S & T Bancorp INC | 股票-其他 | 1.17% | — | — | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.15% | — | -2.39% | |
| 19 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.12% | — | +0.07% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | — | +7.83% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.04% | — | +23.07% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.00% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | -0.11% | -9.74% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.89% | — | -12.43% | |
| 25 | FISV | Fiserv INC | 股票-其他 | 0.75% | — | — | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.08% | — | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.64% | — | +98.21% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.63% | — | -3.55% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.62% | -0.15% | — | |
| 30 | PAYX | Paychex INC | 股票-科技 | 0.61% | — | — | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | +0.86% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.59% | +0.05% | -5.69% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | — | -7.20% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | -5.51% | |
| 35 | GIS | General Mills INC | 股票-非周期性消费 | 0.52% | — | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | — | — | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | +5.05% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | — | |
| 39 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.50% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | -0.08% | — | |
| 41 | CP | Canadian Pacific Kansa F | 股票-工业 | 0.48% | — | — | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.47% | — | +48.54% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | — | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.46% | — | +81.92% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | -1.72% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.45% | — | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | +0.78% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | — | +12.64% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | +80.74% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | +49.05% |