CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 206 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 | 3.84% | — | -3.20% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.53% | -0.05% | -3.01% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.08% | — | +12.76% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.03% | -0.04% | -0.48% | |
| 5 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.66% | — | +23.93% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.56% | — | +20.35% | |
| 7 | TYL | Tyler Technologies INC | 股票-科技 | 1.54% | — | — | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.50% | -0.71% | +7.60% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.49% | — | +35.79% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.05% | -0.92% | |
| 11 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.37% | — | +2.99% | |
| 12 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.30% | — | -3.68% | |
| 13 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 1.29% | — | +1.15% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.20% | — | -11.28% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 1.17% | — | +0.36% | |
| 16 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 1.17% | — | -3.42% | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.16% | — | -16.82% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.16% | — | -9.35% | |
| 19 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.14% | — | +4.48% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.11% | -0.01% | +0.41% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.11% | +0.29% | +2.29% | |
| 22 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.11% | — | +0.06% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.32% | +0.02% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.09% | — | +18.06% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.08% | — | -2.71% | |
| 26 | WM | Waste Management INC | 股票-工业 | 1.04% | — | -3.14% | |
| 27 | GLW | Corning INC | 股票-科技 | 1.03% | +1.42% | -2.58% | |
| 28 | UL | Unilever PLC | 股票-非周期性消费 | 1.02% | — | -1.19% | |
| 29 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.00% | -0.01% | -3.44% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.97% | — | -5.12% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.96% | +1.59% | +3.66% | |
| 32 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.96% | -0.60% | +21.70% | |
| 33 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.92% | +2.88% | +2.62% | |
| 34 | IFGL | Ishares International Develo | ETF-其他 | 0.91% | — | +7.23% | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.91% | — | -10.80% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | -0.01% | -10.86% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.86% | +0.06% | -1.65% | |
| 38 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.86% | -0.29% | +2.19% | |
| 39 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.86% | — | +1.93% | |
| 40 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.86% | — | -2.45% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.84% | — | -3.98% | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.83% | +0.36% | -3.18% | |
| 43 | KIM | Kimco Realty CORP | 股票-房地产 | 0.79% | — | -2.98% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.79% | -0.56% | EXIT | |
| 45 | IP | International Paper Co | 股票-周期性消费 | 0.79% | — | +5.96% | |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.78% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | +0.12% | +1.10% | |
| 48 | RYN | Rayonier INC | 股票-房地产 | 0.77% | — | -2.12% | |
| 49 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.76% | — | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.71% | — | +0.90% |