CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 215 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 | 3.99% | — | -2.81% | |
| 2 | TYL | Tyler Technologies INC | 股票-科技 | 2.62% | — | -0.64% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.33% | -0.05% | -0.56% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.17% | — | -1.61% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | -0.05% | +1.77% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.65% | — | -4.51% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.60% | — | -0.66% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.54% | — | +1.27% | |
| 9 | PFE | Pfizer INC | 股票-医疗保健 | 1.50% | — | +0.98% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.37% | — | -0.21% | |
| 11 | INTC | Intel CORP | 股票-科技 | 1.35% | +1.59% | -1.21% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | -0.04% | +0.84% | |
| 13 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.28% | — | +5.21% | |
| 14 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 1.28% | — | -0.88% | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 1.28% | — | +6.34% | |
| 16 | GLW | Corning INC | 股票-科技 | 1.25% | +1.42% | -0.06% | |
| 17 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.25% | — | +7.07% | |
| 18 | IFGL | Ishares International Develo | ETF-其他 | 1.17% | — | +6.61% | |
| 19 | WM | Waste Management INC | 股票-工业 | 1.17% | — | -6.18% | |
| 20 | PBCTEUR | People's United Financial | 股票-其他 | 1.12% | — | -0.32% | |
| 21 | CAG | Conagra Brands INC | 股票-非周期性消费 | 1.12% | — | +0.35% | |
| 22 | UL | Unilever PLC | 股票-非周期性消费 | 1.10% | — | -0.09% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 1.08% | — | -2.62% | |
| 24 | MRNA | Moderna INC | 股票-医疗保健 | 1.07% | — | -0.03% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | +0.29% | +2.77% | |
| 26 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 1.04% | — | +0.75% | |
| 27 | HON | Honeywell International INC | 股票-工业 | 1.04% | -0.56% | EXIT | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | -0.01% | +3.02% | |
| 29 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.03% | — | +1.19% | |
| 30 | AWK | American Water Works Co INC | 股票-公用事业 | 1.02% | — | -3.66% | |
| 31 | IP | International Paper Co | 股票-周期性消费 | 1.01% | — | +0.82% | |
| 32 | RYN | Rayonier INC | 股票-房地产 | 1.01% | — | -2.32% | |
| 33 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.00% | +2.88% | +2.36% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.97% | — | -2.52% | |
| 35 | KIM | Kimco Realty CORP | 股票-房地产 | 0.95% | — | — | |
| 36 | ✓ | Macquarie / First Tr Global | 股票-其他 | 0.90% | — | -2.23% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.12% | -0.44% | |
| 38 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.88% | — | +10.81% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.88% | — | -1.12% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.87% | — | +27.22% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.86% | — | +5.30% | |
| 42 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.78% | — | +2.30% | |
| 43 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.75% | -0.29% | +2.34% | |
| 44 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.75% | — | -14.06% | |
| 45 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.70% | — | -2.98% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.70% | -0.26% | +3.76% | |
| 47 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.69% | -0.01% | +4.53% | |
| 48 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.67% | — | +1.28% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | — | +2.71% | |
| 50 | CAT | Caterpillar INC | 股票-工业 | 0.66% | +0.36% | -4.31% |