CIK: 0001677501
申报总市值
US$7.1亿
仅显示前 200 大持股（共 495 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 | CB | Chubb Limited | 股票-金融 | 9.57% | -0.75% | -0.06% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.75% | -1.16% | -2.77% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.94% | +5.07% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.71% | -0.44% | -12.18% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.67% | -2.19% | +1705.77% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.50% | -0.59% | -0.87% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.33% | -0.66% | +1.13% | |
| 8 | ITT | Itt INC | 股票-工业 | 1.86% | -0.05% | -0.03% | |
| 9 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.59% | -1.44% | EXIT | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.50% | -0.42% | -4.44% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | — | -11.48% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 0.96% | — | +56.26% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | +0.51% | |
| 15 | IQLT | Ishares Msci International Q | ETF-其他 | 0.90% | +0.15% | +14.66% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.83% | — | +3.63% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 0.82% | — | -14.01% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | — | +5.63% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | +0.03% | +8.35% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.77% | — | +5.83% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.19% | -8.78% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.72% | — | -1.37% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.72% | — | +0.59% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.68% | — | +13.92% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.10% | +35.56% | |
| 26 | NFLX | Netflix INC | 股票-通信服务 | 0.62% | — | -9.36% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.05% | +0.39% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +1.99% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | -0.21% | -2.53% | |
| 30 | MO | Altria Group INC | 股票-非周期性消费 | 0.55% | — | -0.56% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.54% | — | -6.68% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | — | -8.15% | |
| 33 | CBRE | Cbre Group INC - A | 股票-房地产 | 0.48% | — | -0.30% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.47% | — | +0.34% | |
| 35 | SE | Sea Ltd-adr | 股票-通信服务 | 0.47% | — | +2.20% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.46% | — | +12.24% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +2.76% | |
| 38 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.42% | — | -0.67% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.41% | — | +3.54% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.40% | -0.29% | +6.68% | |
| 41 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.40% | -0.15% | +2.35% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | — | +8.30% | |
| 43 | GD | General Dynamics CORP | 股票-工业 | 0.39% | — | -31.94% | |
| 44 | GE | General Electric | 股票-工业 | 0.38% | — | +0.76% | |
| 45 | SHOP | Shopify INC - Class A | 股票-科技 | 0.38% | — | -21.32% | |
| 46 | NOW | Servicenow INC | 股票-科技 | 0.37% | — | +3.48% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.37% | — | -1.49% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | — | -2.60% | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.36% | — | +12.97% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | -0.16% | -17.07% |