CIK: 0001633172
申报总市值
US$4.5亿
仅显示前 200 大持股（共 249 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 | AAPL | Apple INC | 股票-科技 | 5.90% | — | +39.94% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.95% | — | +152.10% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.45% | — | +63.74% | |
| 4 | HD | Home Depot INC | 股票-周期性消费 | 2.15% | — | +64.88% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | — | +48.56% | |
| 6 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.65% | — | +145.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.54% | — | +33.63% | |
| 8 | OVT | Overlay Shares Shrt Term Bon | ETF-其他 | 1.35% | — | -0.64% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.33% | — | +4633.24% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.24% | — | +16.29% | |
| 11 | OVLH | Overlay Shrs Hdg Lrg Cap Eqy | ETF-其他 | 1.21% | — | -32.10% | |
| 12 | ELV | Elevance Health INC | 股票-医疗保健 | 1.16% | — | +828.94% | |
| 13 | AMT | American Tower CORP | 股票-房地产 | 1.15% | — | +575.35% | |
| 14 | OVB | Overlay Shares Core Bond ETF | ETF-其他 | 1.12% | — | +15.30% | |
| 15 | AXP | American Express Co | 股票-金融 | 1.07% | — | +2.40% | |
| 16 | SO | Southern Co/the | 股票-公用事业 | 1.01% | — | +1.64% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | +2.69% | |
| 18 | WM | Waste Management INC | 股票-工业 | 1.00% | — | +243.76% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | — | +7.63% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | — | +9.00% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 0.93% | — | +328.56% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | — | +25.09% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | — | +41.29% | |
| 24 | WPC | Wp Carey INC | 股票-房地产 | 0.86% | — | +2.36% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.85% | — | +644.19% | |
| 26 | TYL | Tyler Technologies INC | 股票-科技 | 0.84% | — | +453.21% | |
| 27 | VST | Vistra CORP | 股票-公用事业 | 0.82% | — | — | |
| 28 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.81% | — | +0.67% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | — | +4453.32% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | — | +88.32% | |
| 31 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.78% | — | -7.55% | |
| 32 | ROP | Roper Technologies INC | 股票-科技 | 0.77% | — | +531.37% | |
| 33 | NFLX | Netflix INC | 股票-通信服务 | 0.76% | — | +316.94% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.74% | — | +2.77% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | — | +262.86% | |
| 36 | OVF | Overlay Shares Foreign Equit | ETF-其他 | 0.69% | — | +27.83% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | — | -4.14% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | — | +271.73% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.65% | — | +301.28% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | — | +293.01% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.64% | — | +10.06% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | +47.36% | |
| 43 | GS | Goldman Sachs Group INC | 股票-金融 | 0.63% | — | +449.95% | |
| 44 | OVL | Overlay Shares Large Cap Eq | ETF-大型股与成长 | 0.63% | — | +73.46% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +66.28% | |
| 46 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.60% | — | -39.40% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.60% | — | — | |
| 48 | SPD | Simplify US Eqty Plus Down | ETF-其他 | 0.60% | — | -0.71% | |
| 49 | ARKK | Ark Innovation ETF | ETF-其他 | 0.59% | — | +0.66% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | — | -1.75% |