CIK: 0001766506
申报总市值
US$6.8亿
仅显示前 200 大持股（共 310 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 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.58% | — | +2.55% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.07% | — | -2.43% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工业 | 3.62% | — | -0.12% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.48% | — | +15.02% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | — | +1.12% | |
| 6 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.39% | — | — | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.09% | — | +0.94% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.98% | — | +12.02% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.80% | — | +0.08% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | — | +3.73% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.52% | — | — | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.52% | — | -1.26% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | — | +0.18% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | — | +4.56% | |
| 15 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.18% | — | -3.66% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | — | -2.05% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | +12.72% | |
| 18 | USB | US Bancorp | 股票-金融 | 0.99% | — | -1.59% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | — | -1.26% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | — | -4.79% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.79% | — | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | -0.83% | |
| 23 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.66% | — | -6.63% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | — | +1.37% | |
| 25 | MU | Micron Technology INC | 股票-科技 | 0.64% | — | +1.03% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.64% | — | +18.78% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | +2.88% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | -0.72% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | — | — | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | — | +1.47% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.58% | — | -3.65% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | — | -0.96% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.53% | — | -3.04% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | — | +5.82% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | — | -1.90% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.52% | — | +13.49% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.51% | — | +1.27% | |
| 38 | AVK | Advent Convert & Income | 股票-其他 | 0.49% | — | -3.99% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.49% | — | -4.18% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | — | -3.52% | |
| 41 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.46% | — | -5.47% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | — | +0.55% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.46% | — | -5.83% | |
| 44 | RJF | Raymond James Financial INC | 股票-金融 | 0.45% | — | +0.20% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | — | -9.31% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.43% | — | -13.76% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.42% | — | +1.49% | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.41% | — | +0.87% | |
| 49 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.40% | — | — | |
| 50 | ECF | Ellsworth Growth And Income | 股票-其他 | 0.40% | — | +2.56% |