CIK: 0001633207
申报总市值
US$5.8亿
仅显示前 200 大持股（共 283 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 | 5.97% | -0.57% | -1.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.98% | -1.76% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.36% | -3.08% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.63% | -0.51% | -1.61% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.29% | -0.27% | -0.75% | |
| 6 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.28% | +0.07% | -1.19% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.04% | -0.43% | -1.53% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.85% | -0.25% | -0.86% | |
| 9 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.60% | — | -1.93% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | -0.25% | -0.08% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.44% | -0.20% | -0.55% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | +2.52% | -0.17% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.22% | — | +0.00% | |
| 14 | ETN | Eaton Corporation plc | 股票-工业 | 1.14% | +0.05% | +7.34% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.10% | — | +123.10% | |
| 16 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.99% | -1.11% | EXIT | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 0.96% | — | -2.93% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.92% | — | -6.43% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | — | -0.89% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.84% | — | -1.19% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | — | +0.33% | |
| 22 | XYL | Xylem INC | 股票-工业 | 0.84% | -0.13% | -0.82% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | — | +21.31% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.81% | +0.11% | +0.00% | |
| 25 | NEM | Newmont CORP | 股票-原材料 | 0.78% | — | -1.12% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.76% | — | -15.05% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | — | +2.39% | |
| 28 | CARR | Carrier Global CORP | 股票-工业 | 0.75% | — | +3.67% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.73% | +0.04% | +46.59% | |
| 30 | LIN | Linde plc | 股票-原材料 | 0.71% | — | +0.10% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | — | -1.15% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.16% | -0.06% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.68% | — | -6.67% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | -0.66% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 0.67% | — | +0.21% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.67% | — | -0.23% | |
| 37 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.66% | -0.14% | -0.36% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.65% | — | -0.17% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.65% | — | -0.80% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.22% | +0.88% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | -0.31% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | — | +5.39% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.59% | — | -2.12% | |
| 44 | VMC | Vulcan Materials Co | 股票-原材料 | 0.56% | — | +0.32% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.56% | — | -0.03% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | — | +6.40% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | — | +17.50% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +16.23% | |
| 49 | ADSK | Autodesk INC | 股票-科技 | 0.53% | -0.17% | +6.90% | |
| 50 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.52% | — | +1.99% |