CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 249 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 | 4.30% | -0.57% | -10.34% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.74% | -0.36% | -4.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.98% | -2.41% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.27% | -0.51% | -1.80% | |
| 5 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.94% | +0.07% | -0.41% | |
| 6 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.05% | — | -0.50% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.92% | -0.43% | -4.57% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | -0.25% | -2.37% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | +2.52% | -1.01% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | -0.25% | -2.50% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.47% | -0.20% | -15.54% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.37% | -0.27% | -6.20% | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 1.23% | — | +16.17% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 1.14% | — | -0.84% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.13% | — | +25.95% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.98% | — | +1.70% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.97% | — | -2.28% | |
| 18 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 0.96% | — | -0.82% | |
| 19 | CARR | Carrier Global CORP | 股票-工业 | 0.93% | — | -3.42% | |
| 20 | ETN | Eaton Corporation plc | 股票-工业 | 0.91% | +0.05% | -3.39% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.91% | +0.16% | -2.91% | |
| 22 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.88% | -1.11% | EXIT | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.87% | — | +4.15% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.85% | — | -4.29% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | +0.11% | -1.02% | |
| 26 | XYL | Xylem INC | 股票-工业 | 0.83% | -0.13% | -1.82% | |
| 27 | LIN | Linde plc | 股票-原材料 | 0.82% | — | -2.71% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.22% | -4.33% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.82% | — | -5.25% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 0.80% | — | -0.52% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.76% | — | +1.73% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.69% | — | +1.72% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | -0.11% | -5.59% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 0.67% | — | -3.12% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.66% | — | +0.51% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | — | -7.19% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +3.41% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.64% | — | +7.94% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | -4.14% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | -2.72% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +1.30% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | — | -4.63% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.60% | — | +0.34% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | — | -2.48% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | — | +30.59% | |
| 46 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.55% | — | -2.59% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | — | -4.52% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | — | -4.77% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.51% | — | -7.07% | |
| 50 | VMC | Vulcan Materials Co | 股票-原材料 | 0.51% | — | -1.77% |