CIK: 0001733082
申报总市值
US$11.4亿
仅显示前 200 大持股（共 233 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 | 6.61% | +2.14% | -0.17% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.51% | -0.41% | +1.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.50% | -0.48% | +4.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.92% | -1.05% | -0.21% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 4.47% | +1.24% | -0.61% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | -0.23% | +0.26% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.58% | -0.24% | +3.15% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.04% | — | -0.98% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.91% | -0.23% | -0.04% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.87% | -0.32% | +2.41% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.73% | -0.24% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.59% | -0.10% | -1.01% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.57% | -0.20% | +0.75% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | +0.29% | -1.26% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.42% | — | +0.25% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.38% | -0.21% | -0.26% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 1.33% | -0.06% | +0.63% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.29% | -0.18% | +0.83% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.29% | — | -5.43% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.26% | -0.13% | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.11% | — | +3.48% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | — | +4.02% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.03% | — | +2.37% | |
| 24 | RTX | Rtx CORP | 股票-工业 | 1.02% | +0.03% | +1.57% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.99% | — | +1.63% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.96% | -0.13% | +1.06% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | -0.07% | -1.26% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.92% | — | -0.33% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | — | -0.81% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | — | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | +1.77% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.79% | +0.13% | -18.78% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.13% | +2.27% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.78% | — | -0.15% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.09% | +2.25% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.72% | -0.09% | — | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.72% | +0.10% | +1.61% | |
| 38 | TGT | Target CORP | 股票-周期性消费 | 0.71% | — | -0.04% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.67% | +0.11% | — | |
| 40 | BLK | Blackrock INC | 股票-金融 | 0.67% | -0.06% | — | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.62% | -0.10% | -0.42% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | -0.03% | |
| 43 | MCK | Mckesson CORP | 股票-医疗保健 | 0.59% | — | -0.12% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +0.86% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.57% | +0.05% | -0.25% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.54% | -0.07% | — | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | -3.37% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | -0.03% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | -5.89% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.49% | -0.54% | EXIT |