CIK: 0001720969
申报总市值
US$8.5亿
仅显示前 200 大持股（共 414 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 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 12.86% | — | -2.90% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.42% | +0.14% | -10.26% | |
| 3 | WTRG | Essential Utilities, Inc. | 股票-公用事业 | 4.05% | — | +2.08% | |
| 4 | CUBI | Customers Bancorp INC | 股票-其他 | 4.00% | — | — | |
| 5 | FULT | Fulton Financial CORP | 股票-金融 | 3.96% | — | +31.47% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.47% | -0.01% | +0.75% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.29% | +1.98% | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.99% | — | -6.17% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.13% | — | -0.16% | |
| 10 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 2.11% | — | -17.93% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.01% | -0.09% | +8.33% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.60% | +0.06% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.58% | -0.02% | — | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.45% | +0.27% | +0.61% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.37% | — | +1255.82% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.36% | +0.17% | — | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.24% | — | +1.14% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | +0.04% | — | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.20% | — | +0.20% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.17% | +0.02% | +0.35% | |
| 21 | VFC | Vf CORP | 股票-周期性消费 | 1.16% | — | — | |
| 22 | BA | Boeing Co/the | 股票-工业 | 1.16% | — | +83.87% | |
| 23 | RGA | Reinsurance Group Of America | 股票-金融 | 1.15% | — | — | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.10% | — | +0.77% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | +0.13% | +1.62% | |
| 26 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.06% | — | +2048.66% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.99% | — | +1.72% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.98% | -0.05% | +1.70% | |
| 29 | XELBUSD | Xcel Brands INC | 股票-其他 | 0.98% | — | +1.46% | |
| 30 | CNO | Cno Financial Group INC | 股票-金融 | 0.92% | — | — | |
| 31 | GIL | Gildan Activewear INC | 股票-周期性消费 | 0.75% | — | +100.28% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | — | -17.17% | |
| 33 | EFX | Equifax INC | 股票-工业 | 0.73% | — | — | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.23% | +798.27% | |
| 35 | LBAIUSD | Lakeland Bancorp INC | 股票-其他 | 0.65% | — | +1228.58% | |
| 36 | UBS | UBS Group AG | 股票-金融 | 0.63% | — | — | |
| 37 | ✓ | Stonemor Partners LP | 股票-其他 | 0.61% | — | — | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.60% | — | +2.01% | |
| 39 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.53% | — | +1.28% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.52% | — | +0.35% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | — | +0.69% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | -0.04% | +0.37% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.48% | — | +331.44% | |
| 44 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.45% | — | — | |
| 45 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.45% | -0.02% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +57.40% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.44% | — | — | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.44% | — | +728.31% | |
| 49 | NJR | New Jersey Resources CORP | 股票-公用事业 | 0.40% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | -0.06% | +62.07% |