CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 223 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 | 3.48% | — | -3.10% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.62% | -0.71% | -1.68% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.61% | — | +1.05% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.52% | -0.04% | -2.31% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.44% | -0.05% | -7.06% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-其他 | 2.10% | — | -21.54% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.02% | — | +2.30% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.95% | -0.48% | +4.00% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | -0.05% | -1.91% | |
| 10 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.66% | -0.10% | +554.78% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.52% | -0.01% | -1.00% | |
| 12 | TYL | Tyler Technologies INC | 股票-科技 | 1.46% | — | — | |
| 13 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.36% | -0.60% | -4.50% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | -0.01% | -25.70% | |
| 15 | GLW | Corning INC | 股票-科技 | 1.21% | +1.42% | -2.24% | |
| 16 | WM | Waste Management INC | 股票-工业 | 1.19% | — | -3.19% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.18% | +0.06% | -1.96% | |
| 18 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.13% | — | -4.61% | |
| 19 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.13% | — | -2.29% | |
| 20 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.07% | -0.01% | -1.48% | |
| 21 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.07% | — | +36.03% | |
| 22 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 1.05% | -0.31% | +18.37% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | +0.29% | -0.88% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.02% | — | +8.85% | |
| 25 | UL | Unilever PLC | 股票-非周期性消费 | 0.99% | — | -0.64% | |
| 26 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.96% | — | +0.26% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.94% | -0.07% | +5.82% | |
| 28 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 0.94% | — | -3.06% | |
| 29 | IP | International Paper Co | 股票-周期性消费 | 0.93% | — | -1.39% | |
| 30 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.93% | — | -3.21% | |
| 31 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.89% | +2.88% | -0.86% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | — | -8.16% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.88% | -0.26% | -0.92% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.32% | +1.23% | |
| 35 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.85% | — | +0.81% | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.83% | — | +4.07% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.78% | — | -11.51% | |
| 38 | SO | Southern Co/the | 股票-公用事业 | 0.78% | — | -3.44% | |
| 39 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.76% | — | -40.54% | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 0.75% | +0.36% | -1.91% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.75% | — | -13.90% | |
| 42 | IFGL | Ishares International Develo | ETF-其他 | 0.75% | — | -0.37% | |
| 43 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.74% | — | +4.96% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工业 | 0.72% | — | -0.36% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | +0.12% | -3.15% | |
| 46 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.72% | — | +8.27% | |
| 47 | KIM | Kimco Realty CORP | 股票-房地产 | 0.71% | — | -4.42% | |
| 48 | NFG | National Fuel Gas Co | 股票-能源 | 0.71% | -0.19% | -1.14% | |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.69% | — | -2.50% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.69% | — | -1.72% |