CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 256 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 | 4.54% | -0.36% | +0.23% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | -0.98% | -0.52% | |
| 3 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.16% | +0.07% | -0.27% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.14% | -0.51% | -0.76% | |
| 5 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.46% | — | -0.31% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.13% | -0.43% | -0.18% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.57% | +300.18% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.87% | -0.25% | -0.70% | |
| 9 | FRCB | First Republic Bank/ca | 股票-金融 | 1.82% | — | -0.23% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | -0.25% | +0.73% | |
| 11 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.46% | — | -0.14% | |
| 12 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.39% | -0.14% | -0.58% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | +0.11% | +0.96% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.18% | -0.20% | +34.50% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.09% | — | +0.52% | |
| 16 | XYL | Xylem INC | 股票-工业 | 1.06% | -0.13% | -1.36% | |
| 17 | RTX | Rtx CORP | 股票-工业 | 0.99% | — | -0.28% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.99% | -1.11% | EXIT | |
| 19 | CARR | Carrier Global CORP | 股票-工业 | 0.98% | — | +0.99% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | +2.52% | -0.07% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.89% | — | -3.15% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.87% | — | +0.91% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.87% | — | +0.51% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 0.86% | — | +0.40% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | — | -5.49% | |
| 26 | TFC | Truist Financial CORP | 股票-金融 | 0.85% | — | +0.13% | |
| 27 | NEE | Nextera Energy INC | 股票-公用事业 | 0.82% | — | +0.03% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.81% | — | +0.75% | |
| 29 | ECL | Ecolab INC | 股票-原材料 | 0.79% | — | +0.06% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | — | +0.61% | |
| 31 | APTV | Aptiv PLC | 股票-周期性消费 | 0.77% | — | +0.69% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | -0.11% | -0.77% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.73% | — | +3.32% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | — | -0.41% | |
| 35 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.70% | -0.17% | +0.86% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | — | -0.23% | |
| 37 | HON | Honeywell International INC | 股票-工业 | 0.67% | — | +2.19% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | — | +13.36% | |
| 39 | NEM | Newmont CORP | 股票-原材料 | 0.64% | — | +0.96% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.63% | +0.05% | -0.35% | |
| 41 | WY | Weyerhaeuser Co | 股票-房地产 | 0.62% | — | -1.13% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | -7.86% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | -3.04% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +4.16% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.61% | — | +3.28% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | -0.16% | -0.72% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.58% | — | +3.75% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.57% | — | +1.03% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | +4.72% | |
| 50 | VMC | Vulcan Materials Co | 股票-原材料 | 0.57% | — | -0.17% |