CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 229 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 | 3.92% | — | -0.50% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.88% | -0.05% | +0.85% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-其他 | 2.63% | — | +3.65% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.63% | — | +3.57% | |
| 5 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.17% | -0.71% | +2.71% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.13% | -0.04% | -0.46% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.12% | -0.01% | -2.05% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.87% | — | +207.69% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.85% | -0.05% | -1.60% | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.80% | -0.48% | +7.52% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.69% | — | -11.47% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.61% | +0.06% | -3.09% | |
| 13 | TYL | Tyler Technologies INC | 股票-科技 | 1.41% | — | -1.20% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.32% | -0.01% | +2.81% | |
| 15 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.32% | -0.60% | +0.58% | |
| 16 | GLW | Corning INC | 股票-科技 | 1.25% | +1.42% | -2.00% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.23% | — | +4.74% | |
| 18 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.14% | — | -1.90% | |
| 19 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.12% | — | +14.92% | |
| 20 | WM | Waste Management INC | 股票-工业 | 1.04% | — | -0.58% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.96% | +0.29% | -0.45% | |
| 22 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 0.94% | — | -3.46% | |
| 23 | IP | International Paper Co | 股票-周期性消费 | 0.93% | — | -1.70% | |
| 24 | UL | Unilever PLC | 股票-非周期性消费 | 0.92% | — | -0.47% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.92% | — | +9.57% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | — | -1.47% | |
| 27 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.91% | -0.01% | -0.75% | |
| 28 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.89% | +2.88% | -0.80% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.12% | -0.79% | |
| 30 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 0.86% | -0.31% | +348.11% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | -2.08% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.84% | — | +2.10% | |
| 33 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.84% | — | -0.88% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.82% | +0.36% | -0.61% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.81% | — | -0.82% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | -0.07% | +9.95% | |
| 37 | KIM | Kimco Realty CORP | 股票-房地产 | 0.80% | — | -1.19% | |
| 38 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.78% | — | +0.15% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.78% | — | +288.36% | |
| 40 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.77% | — | +30.85% | |
| 41 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.75% | — | -9.18% | |
| 42 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.73% | — | -6.98% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.32% | +0.95% | |
| 44 | IFGL | Ishares International Develo | ETF-其他 | 0.72% | — | -5.40% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.71% | -0.56% | EXIT | |
| 46 | SO | Southern Co/the | 股票-公用事业 | 0.71% | — | +3.27% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.69% | -0.26% | -2.26% | |
| 48 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.69% | — | +7.88% | |
| 49 | MET | Metlife INC | 股票-金融 | 0.69% | — | -1.00% | |
| 50 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.68% | — | -1.99% |