CIK: 0001897071
申报总市值
US$1.3亿
仅显示前 200 大持股（共 228 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 | 5.21% | +0.43% | — | |
| 2 | NEE | Nextera Energy INC | 股票-公用事业 | 4.93% | -1.40% | — | |
| 3 | ABBV | Abbvie INC | 股票-医疗保健 | 4.60% | — | — | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.23% | -1.16% | — | |
| 5 | RY | Royal Bank Of Canada | 股票-金融 | 4.23% | +2.66% | NEW | |
| 6 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 3.99% | — | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.97% | -1.21% | — | |
| 8 | GRMN | Garmin Ltd. | 股票-科技 | 3.90% | — | — | |
| 9 | NFG | National Fuel Gas Co | 股票-能源 | 3.83% | -1.88% | EXIT | |
| 10 | OKE | Oneok INC | 股票-能源 | 3.75% | +0.78% | — | |
| 11 | NEM | Newmont CORP | 股票-原材料 | 3.50% | — | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 3.28% | -0.29% | — | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.21% | — | — | |
| 14 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 3.09% | — | — | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 2.78% | — | — | |
| 16 | GS | Goldman Sachs Group INC | 股票-金融 | 2.63% | -0.01% | — | |
| 17 | CARR | Carrier Global CORP | 股票-工业 | 2.46% | — | — | |
| 18 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.39% | — | — | |
| 19 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 2.36% | -1.10% | — | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.15% | +0.50% | NEW | |
| 21 | NUE | Nucor CORP | 股票-原材料 | 2.12% | — | — | |
| 22 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 2.06% | — | — | |
| 23 | DE | Deere & Co | 股票-工业 | 1.82% | -0.96% | — | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.43% | — | — | |
| 25 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.34% | +0.46% | — | |
| 26 | TREX | Trex Company INC | 股票-工业 | 1.32% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | — | — | |
| 28 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 1.04% | — | — | |
| 29 | NEE 4.872 09-01-22 | Nextera Energy INC | 股票-公用事业 | 0.98% | — | — | |
| 30 | AMRC | Ameresco Inc-cl A | 股票-其他 | 0.96% | — | — | |
| 31 | SCHN1EUR | Schnitzer Steel Inds Inc-a | 股票-其他 | 0.95% | — | — | |
| 32 | COLM | Columbia Sportswear Co | 股票-其他 | 0.93% | — | — | |
| 33 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.92% | — | — | |
| 34 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 0.92% | — | — | |
| 35 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.87% | — | — | |
| 36 | GNRC | Generac Holdings INC | 股票-工业 | 0.69% | — | — | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.64% | — | — | |
| 38 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.54% | — | — | |
| 39 | XFRAX | Blackrock Fltng Rt INC Strat | 股票-其他 | 0.53% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | — | |
| 41 | ETX | Eaton Vance Muni INC 2028 Tm | 股票-其他 | 0.34% | — | — | |
| 42 | AVK | Advent Convert & Income | 股票-其他 | 0.34% | — | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.30% | — | — | |
| 44 | ASPN | Aspen Aerogels INC | 股票-其他 | 0.27% | — | — | |
| 45 | INMD | InMode Ltd. | 股票-其他 | 0.23% | — | — | |
| 46 | F | Ford Motor Co | 股票-周期性消费 | 0.21% | — | — | |
| 47 | BLE | Blackrock Muni INC Tr Ii | 股票-其他 | 0.21% | — | — | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.21% | — | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.21% | — | — | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.20% | — | — |