CIK: 0001697274
申报总市值
US$4.5亿
仅显示前 200 大持股（共 467 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 | 4.18% | -0.81% | -5.04% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.95% | +0.53% | -4.88% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.01% | -0.19% | +2.24% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.93% | -0.91% | +16.77% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.61% | — | -1.59% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.61% | — | -2.12% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.00% | — | +5.07% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.66% | — | -24.97% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.66% | +0.25% | +25.90% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.60% | +0.30% | +23.35% | |
| 11 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.25% | -0.21% | +58.56% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | -0.23% | +0.75% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | -0.19% | -12.33% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.07% | +0.26% | +3.74% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | — | +0.57% | |
| 16 | NFLX | Netflix INC | 股票-通信服务 | 1.05% | — | +2.51% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | -0.14% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | — | -10.06% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.96% | +0.20% | -39.74% | |
| 20 | AXP | American Express Co | 股票-金融 | 0.94% | — | +3.26% | |
| 21 | ADBE | Adobe INC | 股票-科技 | 0.94% | — | -0.22% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | -2.19% | +21.07% | |
| 23 | ZTS | Zoetis INC | 股票-医疗保健 | 0.92% | — | +4.28% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | — | -7.94% | |
| 25 | AMAT | Applied Materials INC | 股票-科技 | 0.86% | +0.22% | +1.42% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.85% | — | -5.06% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | — | +36.59% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.83% | — | +4.82% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | +0.26% | +1.07% | |
| 30 | SON | Sonoco Products Co | 股票-周期性消费 | 0.83% | — | -0.58% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.81% | — | +50.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.16% | +1.06% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.79% | — | -8.08% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | — | -2.84% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.75% | — | +3.36% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.75% | — | +61.33% | |
| 37 | SLB | Slb LTD | 股票-能源 | 0.73% | — | +2.65% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.73% | — | +47.05% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.71% | — | +8.39% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | — | +5.71% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | — | +1.97% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.67% | — | -37.56% | |
| 43 | ANETEUR | Arista Networks INC | 股票-其他 | 0.67% | — | +5664.71% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | — | +23.06% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.65% | — | +9.76% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.62% | — | +9.06% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.62% | — | -23.54% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | -34.25% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.59% | — | -6.39% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.53% | — | +0.66% |