CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 233 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 | 4.12% | -0.36% | -4.31% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.99% | +0.07% | +0.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.98% | -0.52% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.81% | -0.51% | -1.58% | |
| 5 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.65% | — | +0.14% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | -0.25% | +5.54% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.65% | +0.11% | -0.54% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.62% | -0.43% | -1.35% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.50% | -0.20% | -2.38% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | -0.57% | -2.85% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.25% | -2.00% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 1.22% | — | -0.14% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | +2.52% | +2.84% | |
| 14 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.18% | -1.11% | EXIT | |
| 15 | FRCB | First Republic Bank/ca | 股票-金融 | 1.17% | — | -2.05% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.16% | +0.16% | -0.24% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 1.11% | — | -0.33% | |
| 18 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.07% | — | +7.81% | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.06% | -0.11% | -4.73% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | +0.22% | +0.52% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.04% | — | +65.91% | |
| 22 | XYL | Xylem INC | 股票-工业 | 1.03% | -0.13% | +1.66% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事业 | 1.01% | — | +1.47% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.96% | — | +549.12% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工业 | 0.93% | — | -1.69% | |
| 26 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.92% | -0.14% | +0.78% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | -1.29% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.90% | — | +57.25% | |
| 29 | CARR | Carrier Global CORP | 股票-工业 | 0.89% | — | +3.50% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | — | +5.19% | |
| 31 | SUB | Ishares Short-term National | ETF-其他 | 0.83% | — | +7.18% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.78% | +0.05% | +0.30% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.78% | — | +4.14% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.78% | — | -3.44% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | — | -2.06% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.69% | — | -0.58% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.66% | — | +3.42% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.63% | — | +0.45% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | — | -6.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | — | +6.71% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.60% | -0.16% | -5.22% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.60% | — | +61.75% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.60% | — | -4.39% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | -4.06% | |
| 45 | VMC | Vulcan Materials Co | 股票-原材料 | 0.59% | — | -1.58% | |
| 46 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 0.59% | — | +1.52% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.59% | — | +1.87% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.57% | — | -11.63% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | -16.18% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.54% | — | +4.67% |