CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 244 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 | NVDA | Nvidia CORP | 股票-科技 | 7.33% | -0.57% | +865.55% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.63% | -0.98% | -0.05% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.06% | -0.36% | -3.00% | |
| 4 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.83% | +0.07% | -1.66% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.56% | -0.51% | +0.88% | |
| 6 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.04% | — | — | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.01% | -0.43% | +3.57% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.72% | -0.20% | -1.13% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.71% | -0.25% | -1.21% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | -0.25% | +0.04% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.35% | -0.27% | +1.54% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | +2.52% | +0.21% | |
| 13 | ETN | Eaton Corporation plc | 股票-工业 | 1.16% | +0.05% | -0.17% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | — | -0.38% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.02% | — | -4.42% | |
| 16 | CARR | Carrier Global CORP | 股票-工业 | 1.00% | — | +0.32% | |
| 17 | XYL | Xylem INC | 股票-工业 | 1.00% | -0.13% | -0.02% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.98% | -1.11% | EXIT | |
| 19 | RTX | Rtx CORP | 股票-工业 | 0.89% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | — | -1.21% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.22% | +0.51% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.11% | -1.84% | |
| 23 | LIN | Linde plc | 股票-原材料 | 0.83% | — | +0.93% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.82% | — | -4.80% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.16% | +1.58% | |
| 26 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 0.82% | — | +12.48% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | — | -0.67% | |
| 28 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.77% | -0.14% | — | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.77% | — | -0.60% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | — | -7.43% | |
| 31 | SYK | Stryker CORP | 股票-医疗保健 | 0.75% | — | +1.42% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.73% | — | +0.11% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.73% | — | -3.92% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.70% | — | +4.97% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.69% | — | -0.81% | |
| 36 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.69% | — | -1.68% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.68% | — | -11.28% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.67% | -0.11% | -0.04% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | — | -0.28% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | — | +5.66% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.65% | -0.16% | +4.25% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | — | -4.41% | |
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.62% | — | +7.85% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | -3.93% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.59% | — | -6.49% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.58% | — | -1.52% | |
| 47 | VMC | Vulcan Materials Co | 股票-原材料 | 0.58% | — | -2.12% | |
| 48 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.56% | — | +0.87% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.55% | — | -2.45% | |
| 50 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | +6.39% |