CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 225 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 | 4.38% | — | +1.67% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.55% | -0.05% | +1.94% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-其他 | 2.29% | — | +10.78% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.29% | — | +7.08% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.29% | — | +7.82% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.14% | -0.01% | +907.31% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.01% | -0.04% | +2.64% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.93% | -0.71% | +7.60% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.81% | — | +5.74% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.05% | -0.58% | |
| 11 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.53% | -0.48% | +11.00% | |
| 12 | TYL | Tyler Technologies INC | 股票-科技 | 1.32% | — | +0.07% | |
| 13 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.24% | — | -2.22% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.19% | +0.06% | -6.42% | |
| 15 | WM | Waste Management INC | 股票-工业 | 1.17% | — | +0.19% | |
| 16 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.13% | +2.88% | -0.92% | |
| 17 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.13% | -0.60% | +5.49% | |
| 18 | GLW | Corning INC | 股票-科技 | 1.10% | +1.42% | -0.24% | |
| 19 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.08% | — | +9.83% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.06% | -0.01% | -1.37% | |
| 21 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.04% | — | -1.12% | |
| 22 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.02% | — | -0.57% | |
| 23 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.01% | — | -2.12% | |
| 24 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.98% | — | -0.72% | |
| 25 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.97% | — | +8.50% | |
| 26 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.97% | -0.05% | +10.69% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.96% | — | -1.88% | |
| 28 | UL | Unilever PLC | 股票-非周期性消费 | 0.95% | — | +1.32% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | +0.12% | +2.87% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.88% | — | -2.68% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.86% | — | +0.78% | |
| 32 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.86% | — | -1.05% | |
| 33 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.85% | -0.01% | -1.98% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.32% | -1.36% | |
| 35 | IFGL | Ishares International Develo | ETF-其他 | 0.81% | — | -0.26% | |
| 36 | CAT | Caterpillar INC | 股票-工业 | 0.81% | +0.36% | -0.70% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.80% | — | +1.03% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | +0.29% | +0.82% | |
| 39 | IP | International Paper Co | 股票-周期性消费 | 0.80% | — | +0.76% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.78% | — | +4.06% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.77% | — | +1.96% | |
| 42 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.75% | — | +0.21% | |
| 43 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.73% | — | -2.59% | |
| 44 | KIM | Kimco Realty CORP | 股票-房地产 | 0.72% | — | +0.31% | |
| 45 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.71% | -0.29% | -1.34% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.71% | -0.56% | EXIT | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | -0.07% | +9.82% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.67% | +1.59% | -0.64% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.66% | — | +1.84% | |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.65% | — | +5.69% |