CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 237 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 | 4.01% | — | -0.96% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.82% | -0.71% | +1.73% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.19% | -0.05% | -2.16% | |
| 4 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.02% | +2.88% | -4.25% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.05% | -2.86% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.99% | -0.04% | -0.32% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.97% | -0.10% | +15.64% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | -0.01% | -1.51% | |
| 9 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 1.84% | +0.09% | +2785.03% | |
| 10 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.82% | — | -2.82% | |
| 11 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.81% | -0.48% | +4.76% | |
| 12 | GLW | Corning INC | 股票-科技 | 1.79% | +1.42% | -2.25% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.75% | +0.06% | -6.33% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.74% | — | +2.20% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.46% | -0.01% | -1.04% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | — | -52.66% | |
| 17 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.21% | -0.60% | +5.60% | |
| 18 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.17% | — | +36.37% | |
| 19 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 1.15% | -0.31% | +6.92% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.10% | -0.07% | +9.68% | |
| 21 | TYL | Tyler Technologies INC | 股票-科技 | 1.10% | — | -1.79% | |
| 22 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.06% | -0.01% | -2.59% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.98% | +0.29% | -0.79% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | +0.12% | -0.88% | |
| 25 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.96% | — | +11.17% | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.95% | — | +14.79% | |
| 27 | WM | Waste Management INC | 股票-工业 | 0.94% | — | -0.90% | |
| 28 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.92% | — | +0.93% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.89% | +0.36% | -1.13% | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.88% | — | -3.38% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.84% | +1.59% | +8.29% | |
| 32 | UL | Unilever PLC | 股票-非周期性消费 | 0.83% | — | -0.35% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.76% | — | -3.74% | |
| 34 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.76% | — | -6.01% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.75% | -0.32% | +2.55% | |
| 36 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.74% | -0.05% | +32.10% | |
| 37 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.73% | — | +4.57% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.72% | -0.26% | -1.98% | |
| 39 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.71% | — | -16.70% | |
| 40 | IP | International Paper Co | 股票-周期性消费 | 0.70% | — | +0.29% | |
| 41 | NFG | National Fuel Gas Co | 股票-能源 | 0.70% | -0.19% | -1.54% | |
| 42 | RY | Royal Bank Of Canada | 股票-金融 | 0.69% | +0.06% | +0.05% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.68% | — | +9.76% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | +5.06% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.67% | — | +1.45% | |
| 46 | ENB | Enbridge INC | 股票-能源 | 0.64% | — | +2.84% | |
| 47 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.64% | — | +2.34% | |
| 48 | FLLA | Franklin Ftse Latin America | ETF-其他 | 0.63% | — | +49.59% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.62% | — | -4.19% | |
| 50 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.62% | — | +46.00% |