CIK: 0001475933
申报总市值
US$1.1亿
仅显示前 200 大持股（共 309 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 8.28% | -0.08% | — | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.15% | -0.67% | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.17% | -0.08% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.88% | +0.84% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.66% | +0.14% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.63% | — | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.36% | -0.69% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.05% | — | — | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.93% | -0.19% | — | |
| 10 | ACN | Accenture plc | 股票-科技 | 1.93% | -0.33% | — | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.86% | -0.20% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | — | — | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.63% | — | — | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.59% | +0.21% | — | |
| 15 | NTRS | Northern Trust CORP | 股票-金融 | 1.49% | — | — | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 1.47% | -0.20% | — | |
| 17 | ECL | Ecolab INC | 股票-原材料 | 1.41% | -0.07% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.34% | — | — | |
| 19 | AXP | American Express Co | 股票-金融 | 1.32% | -0.28% | — | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.32% | — | — | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.32% | -0.20% | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.30% | -0.15% | — | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.27% | -0.16% | — | |
| 24 | CRM | Salesforce INC | 股票-科技 | 1.26% | -0.28% | — | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.23% | — | — | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 1.13% | +0.10% | — | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.01% | — | — | |
| 28 | PYPL | Paypal Holdings INC | 股票-金融 | 1.00% | -0.10% | — | |
| 29 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.99% | +0.11% | — | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.96% | -0.17% | — | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | +0.08% | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.91% | — | — | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.90% | — | — | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.90% | -0.16% | — | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.28% | — | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | +0.14% | — | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | — | — | |
| 38 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.77% | — | — | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.76% | +0.13% | — | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.76% | — | — | |
| 41 | ADI | Analog Devices INC | 股票-科技 | 0.75% | +0.22% | — | |
| 42 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.75% | — | — | |
| 43 | ASML | ASML Holding N.V. | 股票-科技 | 0.74% | — | — | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.72% | +0.10% | — | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.71% | +0.15% | — | |
| 46 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 0.69% | — | — | |
| 47 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 股票-其他 | 0.68% | -0.20% | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | — | |
| 49 | XYL | Xylem INC | 股票-工业 | 0.68% | — | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | +0.11% | — |