CIK: 0001697729
申报总市值
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仅显示前 200 大持股（共 212 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.94% | -5.81% | EXIT | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.39% | -4.90% | EXIT | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.36% | — | +86.03% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.87% | -1.72% | EXIT | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 2.63% | -1.08% | EXIT | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.61% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -1.71% | EXIT | |
| 8 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.17% | — | +494.40% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.06% | — | -37.10% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.90% | -1.02% | EXIT | |
| 11 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.50% | — | +47.25% | |
| 12 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.47% | -4.68% | EXIT | |
| 13 | T | At&t INC | 股票-通信服务 | 1.45% | — | +0.52% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | -0.64% | EXIT | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.32% | — | -13.64% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.25% | — | -56.66% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | -0.87% | EXIT | |
| 18 | DSL | Doubleline Income Solutions | 股票-其他 | 1.19% | — | -37.76% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.16% | -0.71% | EXIT | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.13% | -0.99% | EXIT | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | — | +684.97% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 1.11% | -0.73% | EXIT | |
| 23 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.09% | — | -3.42% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -1.16% | EXIT | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.98% | — | — | |
| 26 | HN9 | Hanesbrands INC | 股票-其他 | 0.97% | — | +1.68% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.96% | -0.40% | EXIT | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.95% | -0.58% | EXIT | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.94% | -3.94% | EXIT | |
| 30 | ENB | Enbridge INC | 股票-能源 | 0.94% | — | +6.88% | |
| 31 | C | Citigroup INC | 股票-金融 | 0.89% | — | +9.04% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.87% | — | +19.06% | |
| 33 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.82% | -0.51% | EXIT | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | — | +4.05% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | — | -44.20% | |
| 36 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.78% | — | +4.05% | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.77% | — | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.77% | — | +11.69% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.76% | — | +1.06% | |
| 40 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 0.76% | — | -0.25% | |
| 41 | CNA | Cna Financial CORP | 股票-其他 | 0.69% | — | +7.69% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.69% | — | +1.73% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.68% | — | +1.20% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.65% | — | -52.90% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.59% | — | +2.87% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.57% | -0.94% | EXIT | |
| 47 | DOW | Dow INC | 股票-原材料 | 0.57% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +9.07% | |
| 49 | DAL | Delta Air Lines INC | 股票-工业 | 0.56% | — | — | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | +0.85% |