CIK: 0001697274
申报总市值
US$4.5亿
仅显示前 200 大持股（共 499 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 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.81% | -10.06% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.88% | +0.53% | -9.39% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.95% | — | +2.11% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.95% | — | -0.30% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.60% | -0.19% | +1983.75% | |
| 6 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 2.32% | — | +0.41% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.94% | +0.25% | +8.34% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.66% | — | +47.75% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.63% | — | +1.54% | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.28% | — | +61.09% | |
| 11 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.28% | — | +1.05% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.23% | +35.20% | |
| 13 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.12% | — | — | |
| 14 | ZTS | Zoetis INC | 股票-医疗保健 | 1.02% | — | +2.93% | |
| 15 | SON | Sonoco Products Co | 股票-周期性消费 | 1.01% | — | -0.30% | |
| 16 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.98% | -0.21% | +38.14% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | +14.70% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.96% | — | +5.18% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 0.92% | — | +1.70% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.91% | — | -12.92% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.91% | +0.14% | +1.69% | |
| 22 | EOG | Eog Resources INC | 股票-能源 | 0.91% | — | +0.29% | |
| 23 | ADBE | Adobe INC | 股票-科技 | 0.90% | — | +2.96% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | -19.35% | |
| 25 | SJB | Proshares Short High Yield | ETF-非投资级债 | 0.85% | — | +211.69% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.85% | — | -0.15% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.83% | — | +1690.33% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.81% | — | +0.99% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.81% | — | +2.13% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | — | +1.86% | |
| 31 | SLB | Slb LTD | 股票-能源 | 0.79% | — | +0.18% | |
| 32 | DVN | Devon Energy CORP | 股票-能源 | 0.76% | — | +0.03% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.75% | — | +2.65% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.75% | — | -14.13% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.16% | +2.47% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.73% | — | +40.83% | |
| 37 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-其他 | 0.72% | — | +57.28% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.71% | — | -1.21% | |
| 39 | AMAT | Applied Materials INC | 股票-科技 | 0.71% | +0.22% | -8.79% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.70% | — | +1.41% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | — | +31.19% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | — | -31.17% | |
| 43 | GM | General Motors Co | 股票-周期性消费 | 0.65% | — | +6.55% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | — | -16.30% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.61% | — | -0.24% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | -2.19% | +17.66% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | +0.49% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +98.17% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | — | -8.06% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.59% | — | +3.31% |