CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2366 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 7.92% | +0.57% | +419.16% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 3.22% | -0.33% | +12.80% | |
| 3 | TGT | Target CORP | 股票-周期性消费 | 1.78% | +0.15% | +1.08% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.51% | +0.06% | -9.22% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.17% | +31.42% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | -0.62% | +101.32% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | — | +2.00% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.20% | — | +6.72% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | — | +4.83% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | — | -3.06% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.98% | — | -0.06% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.98% | -0.30% | +65.29% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +125.82% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.88% | — | -5.99% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.85% | — | -13.23% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | -0.11% | +87.02% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.79% | — | +104.52% | |
| 18 | AXP | American Express Co | 股票-金融 | 0.72% | — | -4.14% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | +0.20% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.66% | — | -24.15% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | +0.07% | +33.44% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 0.63% | — | +53.21% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.62% | -0.09% | +667.73% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | +1.94% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.59% | — | +962.02% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +310.80% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | +293.11% | |
| 28 | REET | Ishares Global Reit ETF | ETF-其他 | 0.55% | — | +38.29% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.54% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.08% | +107.23% | |
| 31 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.52% | — | +3.77% | |
| 32 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.52% | — | +26.12% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.19% | +25.30% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | — | -1.26% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | +20.31% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | +0.10% | +14.77% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +42.44% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | -0.18% | -27.23% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.43% | — | -6.46% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +34.81% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | — | +91.67% | |
| 42 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.41% | — | +35.52% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | — | +38.82% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.38% | — | +49.43% | |
| 45 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.38% | — | -3.10% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.10% | +28.40% | |
| 47 | AME | Ametek INC | 股票-工业 | 0.36% | — | +1.47% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | — | +27.01% | |
| 49 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.36% | — | +184.22% | |
| 50 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 0.35% | — | +58.16% |