CIK: 0001730551
申报总市值
US$13.7亿
仅显示前 200 大持股（共 470 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.14% | — | +36.97% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.25% | — | +19.05% | |
| 3 | VZ | Verizon Communications INC | 股票-通信服务 | 2.64% | — | +54.64% | |
| 4 | SO | Southern Co/the | 股票-公用事业 | 2.13% | — | +15.94% | |
| 5 | T | At&t INC | 股票-通信服务 | 2.11% | — | +50.81% | |
| 6 | WMT | Walmart INC | 股票-非周期性消费 | 1.77% | — | -28.47% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 1.67% | — | -8.31% | |
| 8 | PM | Philip Morris International | 股票-非周期性消费 | 1.66% | — | -25.08% | |
| 9 | DUK | Duke Energy CORP | 股票-公用事业 | 1.62% | — | +2913.01% | |
| 10 | CAT | Caterpillar INC | 股票-工业 | 1.62% | — | +95.61% | |
| 11 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.58% | — | +1.15% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 1.51% | — | -10.56% | |
| 13 | EXC | Exelon CORP | 股票-公用事业 | 1.49% | — | +2.51% | |
| 14 | NEE | Nextera Energy INC | 股票-公用事业 | 1.47% | — | +2120.11% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.36% | — | +94.48% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.36% | — | -8.23% | |
| 17 | GXC | State Street Spdr S&p China | ETF-新兴市场 | 1.33% | — | +4.20% | |
| 18 | TGT | Target CORP | 股票-周期性消费 | 1.27% | — | -17.74% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.23% | — | — | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.22% | — | +101.52% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 1.19% | — | -46.75% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | — | +66.01% | |
| 23 | MET | Metlife INC | 股票-金融 | 1.14% | — | +0.94% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.13% | — | +8.65% | |
| 25 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.12% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.06% | — | — | |
| 27 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.05% | — | +4.68% | |
| 28 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 1.04% | — | — | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.02% | — | -0.55% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.91% | — | -42.66% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.89% | — | -43.14% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | — | +11.84% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.83% | — | -4.46% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | — | — | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | — | +47.69% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.77% | — | -32.62% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.77% | — | -40.22% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.76% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.76% | — | -1.75% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | — | -66.88% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | — | -1.23% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | -1.72% | |
| 43 | ALL | Allstate CORP | 股票-金融 | 0.72% | — | -6.24% | |
| 44 | PGHY | Invesco Global Ex US High Yi | ETF-其他 | 0.70% | — | — | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | — | -14.89% | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.69% | — | -12.84% | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.67% | — | +7.60% | |
| 48 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.65% | — | -9.39% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.64% | — | +2.91% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | -1.46% |