CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 238 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 | AAPL | Apple INC | 股票-科技 | 4.29% | -0.36% | +0.16% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.60% | +0.07% | -1.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | -0.98% | -3.95% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.31% | -0.51% | -2.25% | |
| 5 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.86% | — | -0.21% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.06% | -0.43% | -5.91% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | -0.25% | -85.27% | |
| 8 | FRCB | First Republic Bank/ca | 股票-金融 | 1.73% | — | -0.22% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | -0.25% | -3.42% | |
| 10 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.50% | — | +1.46% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | +0.11% | +1.25% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.57% | +2.00% | |
| 13 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.23% | -0.14% | -1.15% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 1.10% | — | -1.08% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.07% | — | +5.75% | |
| 16 | XYL | Xylem INC | 股票-工业 | 1.00% | -0.13% | -1.67% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | +2.52% | — | |
| 18 | RTX | Rtx CORP | 股票-工业 | 0.98% | — | -1.56% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.95% | — | +0.28% | |
| 20 | TFC | Truist Financial CORP | 股票-金融 | 0.92% | — | -1.40% | |
| 21 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.92% | -1.11% | EXIT | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.89% | — | +0.62% | |
| 23 | ECL | Ecolab INC | 股票-原材料 | 0.88% | — | +0.94% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | — | -0.01% | |
| 25 | NEE | Nextera Energy INC | 股票-公用事业 | 0.87% | — | +1.18% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.85% | — | -0.91% | |
| 27 | CARR | Carrier Global CORP | 股票-工业 | 0.85% | — | +0.00% | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 0.84% | — | -0.13% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.80% | — | -4.86% | |
| 30 | APTV | Aptiv PLC | 股票-周期性消费 | 0.77% | — | +3.57% | |
| 31 | NEM | Newmont CORP | 股票-原材料 | 0.77% | — | +4.29% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | — | -1.07% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | -0.11% | +1.63% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.73% | -0.20% | -0.79% | |
| 35 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.73% | — | +5.95% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.73% | — | -85.54% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.72% | — | -79.52% | |
| 38 | AIA | Ishares Asia 50 ETF | ETF-其他 | 0.68% | — | -0.71% | |
| 39 | WY | Weyerhaeuser Co | 股票-房地产 | 0.68% | — | -5.46% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | — | -3.56% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | — | -0.50% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | +0.05% | — | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | -1.91% | |
| 44 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.63% | -0.17% | — | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.62% | -0.16% | +3.98% | |
| 46 | VMC | Vulcan Materials Co | 股票-原材料 | 0.62% | — | -0.41% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.61% | — | +6.58% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | -0.06% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.16% | -1.81% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.58% | — | +0.76% |