CIK: 0001626116
申报总市值
US$15.2亿
仅显示前 200 大持股（共 1003 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 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-其他 | 5.49% | — | +2.24% | |
| 2 | ✓ | iShares Ultra Short Duration Bond Active ETF | ETF-其他 | 5.42% | — | +2.38% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.91% | -0.27% | +4.19% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.55% | — | +3.87% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.51% | -0.20% | +0.48% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.28% | -0.28% | +5.57% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.95% | — | — | |
| 8 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 3.37% | -0.01% | +10.91% | |
| 9 | ✓ | Ishares 0-3 Month Treasury Bon | 股票-其他 | 2.71% | — | -57.09% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.75% | +2.12% | |
| 11 | ✓ | Spdr Portfolio S&p 500 Value E | 股票-其他 | 2.16% | -0.10% | +1.21% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.63% | — | +1.71% | |
| 13 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 1.42% | — | +8.91% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | +0.07% | +22.38% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | — | +8.87% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.10% | — | -5.87% | |
| 17 | ✓ | AbbVie Inc. | 股票-其他 | 0.90% | -0.08% | +1.91% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | -0.16% | -0.87% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.86% | — | +179.95% | |
| 20 | ✓ | Alphabet Inc. | 股票-其他 | 0.79% | +0.06% | +2197.84% | |
| 21 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.79% | -0.08% | +3.28% | |
| 22 | ✓ | Accenture plc | 股票-其他 | 0.78% | -0.18% | -0.20% | |
| 23 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.78% | — | -0.26% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.74% | -0.11% | +0.88% | |
| 25 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.66% | — | +5.76% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | +0.54% | |
| 27 | ✓ | Visa Inc. | 股票-其他 | 0.58% | -0.09% | +6.96% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +1.41% | |
| 29 | ELV | Elevance Health INC | 股票-医疗保健 | 0.57% | -0.18% | -1.05% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.55% | — | +4.59% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +12.14% | |
| 32 | LHX | L3harris Technologies INC | 股票-工业 | 0.49% | — | -1.52% | |
| 33 | ✓ | VSE Corporation | 股票-其他 | 0.49% | — | -0.40% | |
| 34 | ✓ | UnitedHealth Group Incorporated | 股票-其他 | 0.49% | -0.14% | +36.21% | |
| 35 | ✓ | Flexshares Trust Morningstar G | 股票-其他 | 0.47% | — | +4.01% | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.46% | — | -1.05% | |
| 37 | ✓ | Alphabet Inc. | 股票-其他 | 0.46% | -0.08% | +2191.65% | |
| 38 | ✓ | 股票-其他 | 0.44% | — | +12445.71% | ||
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | — | +8.25% | |
| 40 | HON | Honeywell International INC | 股票-工业 | 0.43% | — | -3.65% | |
| 41 | ✓ | Broadcom Inc. | 股票-其他 | 0.42% | -0.73% | +3.67% | |
| 42 | ✓ | Cars Com INC | 股票-其他 | 0.42% | — | +0.05% | |
| 43 | ✓ | 10x Genomics, Inc. | 股票-其他 | 0.42% | — | — | |
| 44 | ✓ | Broadridge Financial Solutions, Inc. | 股票-其他 | 0.42% | -0.14% | -2.90% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | — | +5.25% | |
| 46 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.40% | -0.04% | +6.98% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | -0.20% | -1.57% | |
| 48 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.39% | — | +2.89% | |
| 49 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.38% | — | +16.85% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.38% | — | +2.05% |