CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 238 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 | 3.88% | — | -1.04% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.57% | -0.05% | -2.08% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-其他 | 2.54% | — | +7.80% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.41% | — | +7.44% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.04% | -0.54% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.05% | -0.71% | +1.23% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 1.93% | — | +9.63% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | -0.01% | -3.19% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.82% | — | -21.27% | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.65% | -0.48% | +13.08% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | -0.05% | -1.49% | |
| 12 | TYL | Tyler Technologies INC | 股票-科技 | 1.39% | — | -2.06% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.25% | -0.01% | -1.26% | |
| 14 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.20% | — | -2.27% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.20% | +0.06% | +906.73% | |
| 16 | GLW | Corning INC | 股票-科技 | 1.17% | +1.42% | -1.93% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.15% | — | +11.92% | |
| 18 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.14% | -0.60% | +1.57% | |
| 19 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.10% | +2.88% | -1.38% | |
| 20 | WM | Waste Management INC | 股票-工业 | 1.04% | — | -1.75% | |
| 21 | UL | Unilever PLC | 股票-非周期性消费 | 1.03% | — | -1.73% | |
| 22 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.02% | — | -1.84% | |
| 23 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.98% | — | -3.01% | |
| 24 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.96% | — | -1.67% | |
| 25 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.95% | — | +2.88% | |
| 26 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.94% | — | -1.95% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | — | -5.56% | |
| 28 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.90% | — | -1.79% | |
| 29 | IFGL | Ishares International Develo | ETF-其他 | 0.87% | — | -0.58% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.86% | +0.36% | -2.11% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | +4.16% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.85% | — | +119.40% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | +0.29% | -0.19% | |
| 34 | IP | International Paper Co | 股票-周期性消费 | 0.83% | — | -2.07% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.81% | — | +12.60% | |
| 36 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.81% | -0.01% | -1.42% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.80% | — | -2.56% | |
| 38 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.79% | — | -0.82% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | -0.07% | +12.17% | |
| 40 | KIM | Kimco Realty CORP | 股票-房地产 | 0.77% | — | -3.51% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | +0.12% | -0.11% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | — | -6.35% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.72% | — | +1.98% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.71% | — | -3.85% | |
| 45 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.71% | — | -2.23% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.32% | -3.17% | |
| 47 | MET | Metlife INC | 股票-金融 | 0.68% | — | -1.52% | |
| 48 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.68% | -0.05% | -25.94% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.66% | -0.26% | -2.94% | |
| 50 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.65% | -0.29% | -1.03% |