CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 222 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 | 4.16% | — | -1.63% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.27% | — | +9.99% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-其他 | 2.22% | — | +16.95% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.09% | — | +16.63% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.08% | -0.05% | -1.70% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.07% | -0.04% | +0.24% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 1.77% | — | +19.96% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.76% | -0.71% | +8.66% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.05% | -1.11% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.01% | -0.33% | |
| 11 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.42% | -0.48% | — | |
| 12 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.23% | — | -4.58% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | -0.01% | -1.69% | |
| 14 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.20% | — | +5.52% | |
| 15 | WM | Waste Management INC | 股票-工业 | 1.20% | — | -0.66% | |
| 16 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 1.17% | — | -0.12% | |
| 17 | TYL | Tyler Technologies INC | 股票-科技 | 1.14% | — | — | |
| 18 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.09% | — | -1.25% | |
| 19 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.08% | — | +2.37% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.08% | +0.06% | -6.53% | |
| 21 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 1.07% | — | -1.08% | |
| 22 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.05% | +2.88% | -1.15% | |
| 23 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.05% | -0.60% | +8.50% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.02% | — | -4.06% | |
| 25 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.01% | — | -11.55% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.99% | +1.59% | +0.32% | |
| 27 | GLW | Corning INC | 股票-科技 | 0.96% | +1.42% | +4.38% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.93% | — | +2.40% | |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.92% | — | -1.04% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.91% | +0.36% | -0.76% | |
| 31 | IFGL | Ishares International Develo | ETF-其他 | 0.90% | — | +5.10% | |
| 32 | UL | Unilever PLC | 股票-非周期性消费 | 0.88% | — | +1.59% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.87% | — | -0.24% | |
| 34 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.87% | -0.05% | +26.41% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.32% | +5.11% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.86% | +0.29% | +1.11% | |
| 37 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.86% | — | +5.98% | |
| 38 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.80% | -0.01% | -0.98% | |
| 39 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.80% | — | +7.05% | |
| 40 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.79% | -0.29% | +1.53% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.77% | — | +12.17% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.77% | — | +10.52% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.75% | — | -10.82% | |
| 44 | KIM | Kimco Realty CORP | 股票-房地产 | 0.74% | — | +1.91% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | +0.12% | +0.45% | |
| 46 | IP | International Paper Co | 股票-周期性消费 | 0.74% | — | +5.67% | |
| 47 | RYN | Rayonier INC | 股票-房地产 | 0.74% | — | -0.92% | |
| 48 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.73% | — | -16.96% | |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.73% | — | -11.00% | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.70% | -0.56% | EXIT |