CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 259 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 | 5.28% | -0.36% | -1.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | -0.98% | -0.21% | |
| 3 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.46% | +0.07% | -0.38% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.79% | -0.51% | -2.60% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | -0.57% | +1.31% | |
| 6 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.15% | — | -1.02% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.02% | -0.43% | -1.39% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.83% | -0.25% | +0.17% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.78% | -0.20% | +0.32% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.50% | +0.11% | +0.31% | |
| 11 | FRCB | First Republic Bank/ca | 股票-金融 | 1.41% | — | -0.49% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.25% | +0.42% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | +2.52% | -0.57% | |
| 14 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.17% | — | -8.33% | |
| 15 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.08% | -0.14% | -0.84% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.08% | — | -0.46% | |
| 17 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.00% | -1.11% | EXIT | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.99% | -0.11% | +0.09% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.99% | — | -2.16% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | — | -0.13% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.16% | +0.17% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | — | +1.65% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事业 | 0.91% | — | +0.27% | |
| 24 | CARR | Carrier Global CORP | 股票-工业 | 0.82% | — | -0.59% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | — | -1.76% | |
| 26 | NEM | Newmont CORP | 股票-原材料 | 0.80% | — | -6.92% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | — | +10.41% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.78% | — | -0.26% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | — | +5.67% | |
| 30 | TFC | Truist Financial CORP | 股票-金融 | 0.75% | — | -3.99% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.75% | -0.16% | +4.26% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.71% | — | +0.88% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.70% | — | -2.22% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 0.68% | — | -8.12% | |
| 35 | XYL | Xylem INC | 股票-工业 | 0.68% | -0.13% | -2.02% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.68% | — | -3.49% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | +0.22% | +3.27% | |
| 38 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.62% | — | -3.43% | |
| 39 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | +0.05% | — | |
| 40 | D | Dominion Energy INC | 股票-公用事业 | 0.60% | — | -0.68% | |
| 41 | VMC | Vulcan Materials Co | 股票-原材料 | 0.59% | — | +3.10% | |
| 42 | APTV | Aptiv PLC | 股票-周期性消费 | 0.59% | — | -5.79% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | — | -2.26% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | — | -0.34% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +3.03% | |
| 46 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 0.57% | — | +4.34% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.57% | — | -1.82% | |
| 48 | WY | Weyerhaeuser Co | 股票-房地产 | 0.56% | — | -5.88% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | -0.61% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.56% | -0.17% | -5.07% |