CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 218 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 | 4.10% | — | -2.09% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.58% | -0.05% | -0.65% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.11% | — | +3.35% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.90% | -0.04% | +0.58% | |
| 5 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.89% | — | +12.19% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.76% | — | +11.16% | |
| 7 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.63% | -0.71% | +6.51% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.62% | — | +12.82% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | -0.05% | +1.06% | |
| 10 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.36% | — | -0.97% | |
| 11 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 1.30% | — | -3.40% | |
| 12 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.27% | — | -1.70% | |
| 13 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.25% | — | +71.61% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.22% | +1.59% | -2.21% | |
| 15 | TYL | Tyler Technologies INC | 股票-科技 | 1.22% | — | -20.25% | |
| 16 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.18% | — | -3.58% | |
| 17 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 1.17% | — | -2.46% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.15% | -0.01% | -2.77% | |
| 19 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.13% | — | -2.99% | |
| 20 | WM | Waste Management INC | 股票-工业 | 1.10% | — | -1.65% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.06% | — | -7.44% | |
| 22 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.06% | +2.88% | -2.71% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 1.05% | +0.06% | -1.15% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.01% | — | -7.38% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.98% | — | -1.19% | |
| 26 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.96% | -0.60% | +3.73% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.95% | — | -6.72% | |
| 28 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.95% | — | +37.25% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | -0.01% | +2.65% | |
| 30 | IFGL | Ishares International Develo | ETF-其他 | 0.95% | — | -0.71% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.94% | — | -13.78% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.93% | +0.29% | -2.17% | |
| 33 | GLW | Corning INC | 股票-科技 | 0.92% | +1.42% | -1.94% | |
| 34 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.91% | -0.01% | -3.41% | |
| 35 | UL | Unilever PLC | 股票-非周期性消费 | 0.91% | — | -1.32% | |
| 36 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.88% | — | +61.18% | |
| 37 | KIM | Kimco Realty CORP | 股票-房地产 | 0.86% | — | -2.22% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.32% | -6.03% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.82% | — | -19.38% | |
| 40 | RYN | Rayonier INC | 股票-房地产 | 0.81% | — | -1.64% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.81% | +0.36% | -2.16% | |
| 42 | HON | Honeywell International INC | 股票-工业 | 0.81% | -0.56% | EXIT | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.78% | — | -15.62% | |
| 44 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.78% | -0.29% | -1.50% | |
| 45 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.78% | — | -4.99% | |
| 46 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.76% | — | -5.60% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.74% | — | +15.55% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | +0.12% | -2.73% | |
| 49 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.72% | -0.05% | +22.62% | |
| 50 | IP | International Paper Co | 股票-周期性消费 | 0.70% | — | -4.22% |