CIK: 0001733082
申报总市值
US$11.4亿
仅显示前 200 大持股（共 222 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 | 5.78% | +2.14% | -0.04% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.48% | -0.41% | -0.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.53% | -1.05% | -0.46% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.26% | +1.24% | +0.27% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.94% | -0.48% | +3.02% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.61% | -0.24% | -1.57% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.58% | +0.29% | +0.14% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | -0.23% | -0.59% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.66% | -0.23% | -1.71% | |
| 10 | TGT | Target CORP | 股票-周期性消费 | 1.63% | — | -0.07% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.57% | -0.24% | +0.04% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.56% | -0.06% | -0.09% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.55% | -0.10% | -0.54% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.46% | -0.20% | +0.50% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.43% | — | +2.96% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.40% | — | +2.23% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | — | +0.30% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.34% | — | +1.33% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.32% | — | +3.91% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | -0.18% | -0.19% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.21% | -0.05% | +0.30% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.08% | +0.03% | +0.75% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.06% | — | -0.18% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.06% | -0.13% | — | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.00% | — | +0.03% | |
| 26 | ARVN | Arvinas INC | 股票-其他 | 0.99% | — | -11.42% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.94% | — | +0.17% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.93% | -0.09% | -1.61% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.91% | — | +0.02% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.84% | -0.10% | +0.36% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.82% | +0.13% | — | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.82% | — | +10.07% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 0.74% | — | — | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.74% | +0.05% | -1.10% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | — | +3.67% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | -1.72% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | — | +0.26% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | — | +1.02% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | +6.66% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.67% | — | +0.10% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | -0.07% | +0.24% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.65% | -0.11% | -3.04% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.32% | -1.16% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.64% | — | +1.39% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | +4.29% | |
| 46 | AMT | American Tower CORP | 股票-房地产 | 0.62% | — | +7.54% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | +0.11% | +3.13% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.56% | — | +0.75% | |
| 49 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.55% | -0.07% | -0.67% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.52% | -0.13% | — |