CIK: 0001682021
申报总市值
US$7.2亿
仅显示前 200 大持股（共 287 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 | AAPL | Apple INC | 股票-科技 | 5.59% | -0.41% | +174.28% | |
| 2 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 4.04% | -0.05% | +4954.21% | |
| 3 | AMAT | Applied Materials INC | 股票-科技 | 2.88% | +0.81% | — | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.74% | +0.18% | -4.44% | |
| 5 | AMGN | Amgen INC | 股票-医疗保健 | 2.68% | — | +3192.27% | |
| 6 | MDT | Medtronic plc | 股票-医疗保健 | 2.66% | -0.28% | — | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.54% | -0.26% | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.54% | -0.17% | +221.80% | |
| 9 | RHI | Robert Half INC | 股票-工业 | 2.40% | -0.05% | — | |
| 10 | UPS | United Parcel Service-cl B | 股票-工业 | 2.16% | — | — | |
| 11 | BWA | Borgwarner INC | 股票-周期性消费 | 2.15% | +0.31% | — | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.98% | -0.03% | +223.19% | |
| 13 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.85% | -0.10% | — | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.65% | +0.59% | -8.91% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.62% | — | +93.85% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.31% | +21.34% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.58% | — | -2.00% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | -0.08% | +0.36% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 1.41% | -0.21% | -9.42% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.40% | +0.09% | +106.79% | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.35% | -0.16% | — | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.29% | -0.19% | +303.09% | |
| 23 | DE | Deere & Co | 股票-工业 | 1.27% | +0.14% | +8104.17% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | -0.06% | +2.78% | |
| 25 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.26% | — | -17.67% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | -0.14% | +1305.56% | |
| 27 | ON | On Semiconductor | 股票-科技 | 1.19% | +0.13% | — | |
| 28 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 1.17% | — | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.17% | — | +104.52% | |
| 30 | PNR | Pentair plc | 股票-工业 | 1.09% | -0.10% | — | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 1.05% | +0.22% | +2687.14% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +14.79% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.92% | +0.17% | -0.60% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.92% | +0.16% | +0.76% | |
| 35 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.89% | — | -4.71% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.84% | +0.17% | +0.30% | |
| 37 | NUE | Nucor CORP | 股票-原材料 | 0.78% | — | — | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.77% | — | +194.56% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.75% | — | -11.05% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | -0.05% | +19.73% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | -2.64% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.65% | +0.08% | -0.75% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.62% | — | +0.26% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.61% | — | +8.21% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.59% | — | — | |
| 46 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.59% | -0.08% | +0.34% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.57% | +0.08% | -0.46% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.55% | — | +224.76% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +58.57% | |
| 50 | SLB | Slb LTD | 股票-能源 | 0.54% | +0.11% | — |