CIK: 0001733082
申报总市值
US$11.4亿
仅显示前 200 大持股（共 214 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 | XOM | Exxon Mobil CORP | 股票-能源 | 6.13% | +2.14% | -21.15% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.13% | -0.41% | +11.38% | |
| 3 | CVX | Chevron CORP | 股票-能源 | 4.80% | +1.24% | +0.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -1.05% | -0.05% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.72% | -0.48% | +1.88% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.83% | +0.29% | +1.20% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.70% | -0.24% | +4.93% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.60% | -0.23% | +1.09% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 1.58% | -0.24% | +0.10% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.58% | -0.10% | +9.68% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.56% | -0.06% | +1.18% | |
| 12 | TGT | Target CORP | 股票-周期性消费 | 1.55% | — | -0.01% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.45% | -0.05% | +1.31% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.44% | — | -0.77% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | -0.23% | +3.10% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.39% | — | +1.02% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.29% | -0.18% | +0.59% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.28% | — | +4.43% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | — | +1.95% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | — | +1.98% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | -0.20% | +5.66% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.16% | -0.13% | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | — | +28.78% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.07% | — | +2.68% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | — | -1.85% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.04% | — | +0.38% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 1.00% | +0.03% | +7.73% | |
| 28 | DE | Deere & Co | 股票-工业 | 1.00% | +0.13% | -0.06% | |
| 29 | ARVN | Arvinas INC | 股票-其他 | 0.99% | — | -19.40% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.93% | -0.10% | -0.15% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.90% | -0.09% | +0.01% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.85% | +0.05% | +0.62% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.77% | — | +9.14% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | -14.92% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 0.75% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | -5.09% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.72% | — | +3.30% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.72% | — | +6.21% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | -0.07% | -3.39% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.70% | — | +8.02% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.65% | +0.11% | +4.11% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.60% | -0.11% | +19.86% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.59% | -0.13% | +15.49% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | +11.85% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.58% | — | -4.18% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | -0.32% | +10.93% | |
| 47 | AMT | American Tower CORP | 股票-房地产 | 0.56% | — | +1.34% | |
| 48 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.56% | -0.07% | +0.03% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | — | +4.50% | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.55% | — | +2.00% |