CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 233 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 | 4.22% | — | -0.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.75% | — | +3.12% | |
| 3 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.58% | -0.71% | +1.14% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.04% | -0.97% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.05% | -0.35% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.05% | -5.98% | |
| 7 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.94% | — | -1.76% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.88% | -0.48% | +4.12% | |
| 9 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.83% | -0.10% | +19.44% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.79% | — | +1.67% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | -0.01% | -2.61% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.70% | +0.06% | -4.84% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.68% | -0.01% | +0.91% | |
| 14 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.40% | +2.88% | +0.35% | |
| 15 | TYL | Tyler Technologies INC | 股票-科技 | 1.37% | — | — | |
| 16 | GLW | Corning INC | 股票-科技 | 1.27% | +1.42% | -0.70% | |
| 17 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.25% | -0.60% | +0.91% | |
| 18 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 1.17% | -0.31% | +21.19% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.09% | +0.29% | +2.88% | |
| 20 | WM | Waste Management INC | 股票-工业 | 1.07% | — | -1.63% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.04% | -0.07% | +8.56% | |
| 22 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 1.01% | — | +0.67% | |
| 23 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.01% | -0.01% | -3.58% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.99% | — | -5.32% | |
| 25 | UL | Unilever PLC | 股票-非周期性消费 | 0.93% | — | -0.57% | |
| 26 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.93% | — | +21.13% | |
| 27 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.90% | — | -18.89% | |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.89% | — | +30.12% | |
| 29 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.87% | — | -7.84% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.82% | -0.26% | -0.56% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.81% | — | -3.58% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.80% | +0.36% | -2.28% | |
| 33 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.78% | — | -37.55% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.12% | +1.59% | |
| 35 | IP | International Paper Co | 股票-周期性消费 | 0.77% | — | +1.92% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.32% | +7.28% | |
| 37 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 0.73% | — | -21.99% | |
| 38 | NFG | National Fuel Gas Co | 股票-能源 | 0.70% | -0.19% | +0.66% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.69% | -0.56% | EXIT | |
| 40 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.68% | — | -22.20% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | -6.45% | |
| 42 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.68% | — | +3.14% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.68% | — | -2.65% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.67% | — | +5.94% | |
| 45 | RY | Royal Bank Of Canada | 股票-金融 | 0.67% | +0.06% | +4.94% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.67% | — | +12.64% | |
| 47 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.66% | — | -19.07% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | -4.15% | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.62% | — | +6.93% | |
| 50 | IFGL | Ishares International Develo | ETF-其他 | 0.62% | — | -22.95% |