CIK: 0001730471
申报总市值
US$4.3亿
仅显示前 200 大持股（共 216 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 | JNJ | Johnson & Johnson | 股票-医疗保健 | 5.19% | -0.09% | +3.66% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.86% | +0.75% | +3.10% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 4.09% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.06% | -0.23% | +3.58% | |
| 5 | HSY | Hershey Co/the | 股票-非周期性消费 | 3.42% | +0.11% | +4.45% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 3.22% | — | — | |
| 7 | BR | Broadridge Financial Solutio | 股票-科技 | 3.18% | -0.22% | +9.35% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.97% | — | +6.23% | |
| 9 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.88% | -0.13% | +6.97% | |
| 10 | HABTEUR | Habit Restaurants Inc/the-a | 股票-其他 | 2.45% | — | +0.57% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.34% | — | — | |
| 12 | CLX | Clorox Company | 股票-非周期性消费 | 2.19% | — | +3.83% | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 2.16% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.14% | -0.16% | +8.16% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.94% | -0.01% | +2.99% | |
| 16 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 1.91% | — | -6.71% | |
| 17 | DFP | Flaherty & Crumrine Dyn Pref | 股票-其他 | 1.73% | — | -2.69% | |
| 18 | DIVYEUR | Reality Shares Divs ETF | ETF-其他 | 1.64% | — | +618.29% | |
| 19 | HPI | John Hancock Prefer INC | 股票-其他 | 1.63% | — | -3.56% | |
| 20 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.60% | — | — | |
| 21 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.57% | — | +1.94% | |
| 22 | ✓ | Reality Shs ETF Tr | ETF-其他 | 1.28% | — | — | |
| 23 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.03% | — | — | |
| 24 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 1.03% | — | — | |
| 25 | SUB | Ishares Short-term National | ETF-其他 | 1.02% | — | — | |
| 26 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.00% | — | -9.64% | |
| 27 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 0.98% | — | — | |
| 28 | SLB | Slb LTD | 股票-能源 | 0.97% | — | -6.79% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.93% | +0.24% | -9.27% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.85% | — | -13.57% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.83% | +0.21% | +20.85% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | -6.20% | |
| 33 | ✓ | Cyberark Software LTD | 股票-其他 | 0.71% | +0.13% | -8.61% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.68% | — | -6.74% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.63% | — | -7.31% | |
| 36 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.63% | +0.18% | +650.41% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | -12.91% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.61% | — | — | |
| 39 | AER | AerCap Holdings N.V. | 股票-工业 | 0.60% | — | -8.95% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.60% | — | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.60% | — | — | |
| 42 | PLCE | Children's Place Inc/the | 股票-其他 | 0.60% | — | -21.78% | |
| 43 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 0.59% | — | — | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.54% | — | -3.64% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | +0.26% | +11.14% | |
| 46 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.52% | +0.05% | — | |
| 47 | ✓ | Mellanox Technologies LTD | 股票-其他 | 0.51% | — | — | |
| 48 | APTV | Aptiv PLC | 股票-周期性消费 | 0.50% | — | — | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.50% | +0.03% | — | |
| 50 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.49% | — | — |