CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 219 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 | 3.62% | — | -0.69% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.40% | -0.05% | -0.98% | |
| 3 | PFE | Pfizer INC | 股票-医疗保健 | 1.96% | — | -0.47% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.89% | — | -8.97% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.73% | — | +4.14% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.68% | -0.04% | +10.29% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.54% | — | -2.50% | |
| 8 | TYL | Tyler Technologies INC | 股票-科技 | 1.45% | — | -13.62% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.39% | — | -2.81% | |
| 10 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 1.38% | — | -0.02% | |
| 11 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.27% | — | -0.91% | |
| 12 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 1.25% | — | -0.02% | |
| 13 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.24% | — | +6.40% | |
| 14 | MTB | M & T Bank CORP | 股票-金融 | 1.23% | — | — | |
| 15 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.20% | — | +7.72% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.05% | +0.49% | |
| 17 | CAG | Conagra Brands INC | 股票-非周期性消费 | 1.19% | — | +0.17% | |
| 18 | WM | Waste Management INC | 股票-工业 | 1.18% | — | -0.30% | |
| 19 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 1.17% | — | +7.26% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.17% | — | -5.93% | |
| 21 | GLW | Corning INC | 股票-科技 | 1.16% | +1.42% | +0.93% | |
| 22 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.14% | — | +1.91% | |
| 23 | RYN | Rayonier INC | 股票-房地产 | 1.13% | — | -0.27% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.12% | -0.01% | -0.09% | |
| 25 | IFGL | Ishares International Develo | ETF-其他 | 1.07% | — | +8.29% | |
| 26 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.03% | -0.71% | +6.36% | |
| 27 | UL | Unilever PLC | 股票-非周期性消费 | 1.03% | — | +2.26% | |
| 28 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.00% | — | +2.18% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.32% | +16.87% | |
| 30 | KIM | Kimco Realty CORP | 股票-房地产 | 0.97% | — | +1.43% | |
| 31 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.93% | +2.88% | +0.16% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.92% | +1.59% | -1.06% | |
| 33 | AWK | American Water Works Co INC | 股票-公用事业 | 0.90% | — | -0.04% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | +0.29% | +1.21% | |
| 35 | IP | International Paper Co | 股票-周期性消费 | 0.89% | — | +2.39% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.85% | -0.56% | EXIT | |
| 37 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.85% | -0.01% | +1.38% | |
| 38 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.85% | — | +4.80% | |
| 39 | ✓ | Macquarie / First Tr Global | 股票-其他 | 0.83% | — | -2.14% | |
| 40 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.75% | -0.29% | +1.42% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.74% | — | -16.39% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | +0.12% | -0.47% | |
| 43 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.73% | — | -1.31% | |
| 44 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.70% | — | -9.81% | |
| 45 | TGT | Target CORP | 股票-周期性消费 | 0.69% | — | -0.45% | |
| 46 | MRNA | Moderna INC | 股票-医疗保健 | 0.67% | — | +4.05% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.64% | -0.26% | +8.73% | |
| 48 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.62% | — | -0.18% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | +27.02% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | — | -8.60% |