CIK: 0001797678
申报总市值
US$38.5亿
仅显示前 200 大持股（共 372 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 | MSFT | Microsoft CORP | 股票-科技 | 6.15% | -1.17% | +1.28% | |
| 2 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 3.93% | -1.33% | +6683.18% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.51% | — | +2.11% | |
| 4 | EPD | Enterprise Products Partners | 股票-能源 | 2.67% | +0.27% | +4.27% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 2.20% | — | -0.75% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | — | +3.35% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.93% | -1.53% | -7.10% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.88% | +0.60% | +2.43% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.65% | +0.39% | +0.45% | |
| 10 | ET | Energy Transfer LP | 股票-能源 | 1.64% | +0.18% | +25.06% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.64% | -0.23% | +0.51% | |
| 12 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.62% | -0.29% | +1.15% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.60% | +1.01% | +54.87% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.58% | — | +1.24% | |
| 15 | ETN | Eaton Corporation plc | 股票-工业 | 1.56% | +0.14% | +1.21% | |
| 16 | IVVB | Ishares Large Cap Deep Quart | ETF-大型股与成长 | 1.52% | — | — | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.46% | -1.13% | +13.39% | |
| 18 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 1.31% | -0.36% | +236.10% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.29% | +0.18% | -1.18% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.26% | +0.19% | +0.29% | |
| 21 | KMI | Kinder Morgan INC | 股票-能源 | 1.22% | +0.14% | -0.51% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | +0.23% | +0.96% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 1.20% | — | +0.83% | |
| 24 | HON | Honeywell International INC | 股票-工业 | 1.16% | +0.15% | -0.12% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | +0.05% | +12.49% | |
| 26 | MPLX | Mplx LP | 股票-能源 | 1.08% | — | +8.82% | |
| 27 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.04% | — | -0.32% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | — | +13.09% | |
| 29 | WMB | Williams Cos INC | 股票-能源 | 1.02% | +0.10% | — | |
| 30 | OKE | Oneok INC | 股票-能源 | 1.02% | +0.11% | -2.23% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 1.02% | — | -0.66% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.94% | — | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | — | +11.82% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.89% | -0.78% | +48.17% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | — | -1.47% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.84% | +0.13% | +72.41% | |
| 37 | T | At&t INC | 股票-通信服务 | 0.83% | — | -0.95% | |
| 38 | RY | Royal Bank Of Canada | 股票-金融 | 0.78% | — | +0.17% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | +0.19% | +0.74% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.75% | +0.91% | — | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | — | +13.43% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | -1.33% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +2.55% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.68% | — | +2.47% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.67% | — | +1.52% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.67% | +0.10% | +0.09% | |
| 47 | C | Citigroup INC | 股票-金融 | 0.59% | — | +19.13% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.59% | — | -3.99% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | +0.17% | +4.89% | |
| 50 | TRGP | Targa Resources CORP | 股票-能源 | 0.57% | +0.11% | +0.13% |