CIK: 0001744348
申报总市值
US$5.1亿
仅显示前 200 大持股（共 230 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 | 3.66% | — | +0.13% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.89% | -0.71% | -6.17% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.05% | +7.25% | |
| 4 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 2.26% | +0.09% | +21.36% | |
| 5 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.25% | +2.88% | -2.55% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.17% | -0.10% | +13.16% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.05% | -0.79% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.04% | +0.07% | |
| 9 | GLW | Corning INC | 股票-科技 | 1.83% | +1.42% | -1.96% | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.81% | -0.48% | +2.24% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.77% | +0.06% | -1.75% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.01% | -2.33% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.75% | — | +2.33% | |
| 14 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.75% | — | -3.29% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.50% | -0.01% | -0.10% | |
| 16 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 1.23% | -0.31% | +9.07% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | +0.12% | -0.84% | |
| 18 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.21% | — | -0.52% | |
| 19 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.17% | -0.60% | +2.38% | |
| 20 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.15% | -0.01% | +0.49% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | -0.07% | +2.38% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.09% | +0.29% | +0.95% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 1.04% | +0.36% | -1.10% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.01% | — | +8.56% | |
| 25 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.98% | — | +5.21% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | -24.57% | |
| 27 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.96% | — | +0.58% | |
| 28 | TYL | Tyler Technologies INC | 股票-科技 | 0.93% | — | +0.04% | |
| 29 | WM | Waste Management INC | 股票-工业 | 0.91% | — | +0.27% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.91% | +1.59% | +0.98% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.84% | — | -2.66% | |
| 32 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.84% | -0.05% | +14.14% | |
| 33 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.82% | — | +1.20% | |
| 34 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.80% | — | — | |
| 35 | RY | Royal Bank Of Canada | 股票-金融 | 0.80% | +0.06% | +1.83% | |
| 36 | FLLA | Franklin Ftse Latin America | ETF-其他 | 0.75% | — | +18.46% | |
| 37 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.75% | — | +7.58% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.75% | -0.32% | +3.92% | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.74% | — | -0.49% | |
| 40 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.72% | — | +2.06% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | — | -4.72% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.71% | — | +7.06% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.71% | — | +1.41% | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.68% | — | +16.75% | |
| 45 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.68% | — | +12.61% | |
| 46 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.65% | — | -7.04% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.64% | -0.26% | +2.52% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | -4.02% | |
| 49 | CFG | Citizens Financial Group | 股票-金融 | 0.62% | — | +2.05% | |
| 50 | ENB | Enbridge INC | 股票-能源 | 0.62% | — | +3.94% |