CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 229 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 | 4.85% | -0.36% | -3.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.24% | -0.98% | -1.75% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.61% | -0.57% | -5.49% | |
| 4 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.30% | +0.07% | -0.36% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.91% | -0.51% | -0.46% | |
| 6 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.24% | — | -0.12% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.82% | -0.25% | -0.24% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.78% | -0.43% | -0.31% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.56% | -0.20% | +2.46% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.25% | -0.12% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | +2.52% | -0.19% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.20% | — | +3.35% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | +0.11% | -18.96% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.13% | — | +4.10% | |
| 15 | CARR | Carrier Global CORP | 股票-工业 | 1.12% | — | -0.12% | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 1.11% | — | +5.75% | |
| 17 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.10% | -1.11% | EXIT | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | +0.22% | +0.35% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.05% | +0.16% | -0.52% | |
| 20 | ETN | Eaton Corporation plc | 股票-工业 | 1.00% | +0.05% | -0.77% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.99% | — | -0.29% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | — | +0.31% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | -0.11% | -3.89% | |
| 24 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.88% | -0.14% | -0.95% | |
| 25 | LIN | Linde plc | 股票-原材料 | 0.85% | — | +1.22% | |
| 26 | XYL | Xylem INC | 股票-工业 | 0.84% | -0.13% | +3.41% | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 0.84% | — | -2.39% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.83% | — | -2.61% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.83% | — | +6.86% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.83% | — | +20.76% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | — | -1.87% | |
| 32 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.80% | — | -0.97% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.80% | — | -0.05% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.80% | — | -1.05% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.76% | — | -8.63% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.73% | — | -1.12% | |
| 37 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 0.72% | — | +4.16% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.27% | +1.99% | |
| 39 | SYK | Stryker CORP | 股票-医疗保健 | 0.67% | — | +1.31% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工业 | 0.67% | — | -2.51% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.65% | — | -3.01% | |
| 42 | HON | Honeywell International INC | 股票-工业 | 0.64% | — | +0.32% | |
| 43 | VMC | Vulcan Materials Co | 股票-原材料 | 0.64% | — | -1.13% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.61% | — | +1.44% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | — | +18.39% | |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.56% | — | -2.98% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.55% | — | -3.55% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.54% | — | -0.92% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | -2.65% | |
| 50 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.53% | — | -5.04% |