CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 293 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 | 5.51% | -0.57% | -2.73% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.98% | -0.07% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.29% | -0.36% | -2.84% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.53% | -0.51% | -1.62% | |
| 5 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.26% | +0.07% | -1.02% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.19% | -0.43% | +11.61% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 2.13% | -0.27% | -6.58% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.25% | +0.35% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.44% | -0.20% | +3.03% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.43% | -0.25% | -5.42% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | +2.52% | +0.63% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 1.28% | — | +0.04% | |
| 13 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.19% | — | -3.54% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.18% | — | +14.34% | |
| 15 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.11% | -1.11% | EXIT | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | — | -1.87% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | — | +3.26% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | -4.58% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 0.87% | +0.05% | -5.52% | |
| 20 | NEM | Newmont CORP | 股票-原材料 | 0.86% | — | -1.72% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.11% | +0.35% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | — | +3.06% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.84% | — | -4.42% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.83% | — | +63.05% | |
| 25 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.82% | +0.04% | +5.16% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.77% | — | +25.39% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.77% | — | -3.66% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 0.75% | — | -16.79% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.73% | — | +10.96% | |
| 30 | XYL | Xylem INC | 股票-工业 | 0.73% | -0.13% | -0.64% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.71% | — | +46.92% | |
| 32 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.70% | — | +63.62% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.68% | — | -0.32% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | +0.22% | -0.26% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.64% | — | -10.81% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.64% | — | — | |
| 37 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.64% | -0.14% | -4.06% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | — | +3.79% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.63% | — | -2.82% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.61% | — | -5.01% | |
| 41 | LIN | Linde plc | 股票-原材料 | 0.60% | — | -1.21% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.60% | — | +6.98% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.16% | -7.38% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | — | +7.02% | |
| 45 | CARR | Carrier Global CORP | 股票-工业 | 0.59% | — | -6.86% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | +9.48% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.56% | — | +14.93% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.54% | — | -10.43% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | -8.45% | |
| 50 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.53% | — | +22.04% |