CIK: 0001797678
申报总市值
US$38.5亿
仅显示前 200 大持股（共 422 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 | 7.18% | -1.17% | -0.85% | |
| 2 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 3.62% | -1.33% | +2.86% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.87% | — | -0.29% | |
| 4 | EPD | Enterprise Products Partners | 股票-能源 | 2.13% | +0.27% | -1.04% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | — | +1.25% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.99% | -1.53% | +5.03% | |
| 7 | ETN | Eaton Corporation plc | 股票-工业 | 1.81% | +0.14% | -0.23% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.78% | — | +1.96% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 1.74% | — | +0.59% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 1.71% | -0.23% | -0.68% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.70% | — | +5.36% | |
| 12 | ET | Energy Transfer LP | 股票-能源 | 1.67% | +0.18% | +17.80% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | +0.05% | +11.89% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | +0.60% | +3.80% | |
| 15 | IAPR | Innovator International Deve | ETF-其他 | 1.35% | -1.05% | +8421.00% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.34% | -1.13% | +2.35% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.27% | +1.01% | -10.85% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.26% | +0.39% | +0.14% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.25% | +0.19% | +0.30% | |
| 20 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 1.21% | -0.36% | +1.20% | |
| 21 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.18% | -0.29% | +0.67% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | — | +10.20% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 1.13% | +0.15% | -0.48% | |
| 24 | KMI | Kinder Morgan INC | 股票-能源 | 1.11% | +0.14% | -0.19% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | — | +3.56% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.02% | — | +1.86% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | +0.23% | -1.02% | |
| 28 | PM | Philip Morris International | 股票-非周期性消费 | 0.97% | — | +1.14% | |
| 29 | WMB | Williams Cos INC | 股票-能源 | 0.96% | +0.10% | +0.76% | |
| 30 | MPLX | Mplx LP | 股票-能源 | 0.92% | — | -0.23% | |
| 31 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.88% | — | -0.35% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.85% | -0.78% | +7.17% | |
| 33 | RY | Royal Bank Of Canada | 股票-金融 | 0.81% | — | +0.51% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.81% | — | +27.26% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | -0.44% | +377.48% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.75% | — | -0.61% | |
| 37 | OKE | Oneok INC | 股票-能源 | 0.75% | +0.11% | +0.31% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.74% | +0.13% | +4.26% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | — | +0.01% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.69% | +0.91% | +3.46% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | +0.17% | -16.90% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | — | +5.29% | |
| 43 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.65% | +0.18% | -48.56% | |
| 44 | C | Citigroup INC | 股票-金融 | 0.65% | — | +2.46% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.64% | — | — | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.63% | — | +3.15% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | — | +41.85% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.62% | — | +71.37% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.60% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | +0.19% | -1.00% |