CIK: 0001677501
申报总市值
US$7.1亿
仅显示前 200 大持股（共 504 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% | -0.07% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.07% | -1.16% | +32.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.90% | -0.59% | -0.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.74% | -0.94% | +2.82% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.62% | -0.44% | +7.13% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.38% | -0.66% | +7.29% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.31% | -2.19% | -6.02% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.93% | -0.42% | +10.32% | |
| 9 | TMB | Thornburg Multi Sector B ETF | ETF-其他 | 1.82% | — | — | |
| 10 | ITT | Itt INC | 股票-工业 | 1.64% | -0.05% | +0.23% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.44% | -1.44% | EXIT | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.38% | -1.38% | EXIT | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | — | +3.77% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 0.94% | — | +2.80% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.93% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | +5.43% | |
| 17 | IQLT | Ishares Msci International Q | ETF-其他 | 0.87% | +0.15% | +4.26% | |
| 18 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.84% | — | +0.48% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.21% | +6.48% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | +0.03% | +2.73% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.77% | — | -10.20% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.19% | +1.97% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | — | +0.45% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | — | +8.28% | |
| 25 | BA | Boeing Co/the | 股票-工业 | 0.65% | — | -0.95% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.64% | — | -1.54% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.62% | — | +0.56% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.10% | +1.85% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.05% | +2.88% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | -2.69% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.52% | — | -4.86% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.50% | — | -2.75% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.47% | — | -0.24% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | +0.83% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.44% | — | +0.28% | |
| 36 | CBRE | Cbre Group INC - A | 股票-房地产 | 0.44% | — | -1.25% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.43% | — | -0.71% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | — | -0.01% | |
| 39 | SHOP | Shopify INC - Class A | 股票-科技 | 0.41% | — | +9.62% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.38% | — | +2.76% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.37% | — | +2.18% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.37% | — | +2.80% | |
| 43 | GE | General Electric | 股票-工业 | 0.36% | — | +1.20% | |
| 44 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.35% | — | +3.67% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 0.35% | — | +701.64% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.35% | — | -4.50% | |
| 47 | GD | General Dynamics CORP | 股票-工业 | 0.34% | — | -0.47% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.34% | -0.29% | +3.10% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.34% | — | +8.00% | |
| 50 | MCK | Mckesson CORP | 股票-医疗保健 | 0.33% | — | +6.36% |