CIK: 0001697274
申报总市值
US$4.5亿
仅显示前 200 大持股（共 472 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 4.53% | — | +167.18% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.20% | +0.53% | +4.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.81% | -0.61% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.21% | — | +7.05% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.03% | -0.19% | +7.00% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.62% | — | +1876.34% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.67% | — | -0.34% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.44% | +0.25% | -20.92% | |
| 9 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.27% | — | +2.73% | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.25% | — | -3.18% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | — | +33.27% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.09% | — | +15.22% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.09% | — | +33.05% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.23% | -1.44% | |
| 15 | SON | Sonoco Products Co | 股票-周期性消费 | 1.02% | — | -0.89% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +3.25% | |
| 17 | ZTS | Zoetis INC | 股票-医疗保健 | 0.93% | — | +2.70% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | — | +10.13% | |
| 19 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.89% | -0.21% | -2.43% | |
| 20 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.89% | — | -11.15% | |
| 21 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.88% | — | +1.34% | |
| 22 | EOG | Eog Resources INC | 股票-能源 | 0.88% | — | -6.14% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | — | +58.01% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.86% | +0.14% | -2.42% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | +3.68% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.84% | — | +199.17% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | — | +12.38% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.82% | — | +43.12% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.81% | — | -6.60% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.81% | — | +2.66% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.81% | — | +85.26% | |
| 32 | DVN | Devon Energy CORP | 股票-能源 | 0.79% | — | -7.33% | |
| 33 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-其他 | 0.78% | — | — | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.77% | — | +2.56% | |
| 35 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | — | +1.73% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.16% | +2.35% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | -2.19% | +24.13% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.72% | — | +2.31% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | — | +3.31% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.19% | +80.22% | |
| 41 | DE | Deere & Co | 股票-工业 | 0.64% | — | +0.38% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.64% | -0.91% | — | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | — | +26.13% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.62% | — | -23.48% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | — | -6.86% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.61% | — | +4.07% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.60% | — | +1.28% | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.60% | — | +13.54% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | — | -1.21% | |
| 50 | AMAT | Applied Materials INC | 股票-科技 | 0.59% | +0.22% | -9.75% |