CIK: 0001759271
申报总市值
US$6.1亿
仅显示前 200 大持股（共 267 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 | 7.43% | -0.23% | +98.83% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.38% | -0.81% | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.29% | -0.17% | +93.76% | |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 3.89% | — | +0.03% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.88% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | -0.36% | +89.97% | |
| 7 | GTM | Zoominfo Technologies INC | 股票-科技 | 2.03% | — | -50.32% | |
| 8 | ✓ | Meta Platforms, Inc. | 股票-其他 | 1.36% | — | -0.48% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | -0.26% | — | |
| 10 | ✓ | Alphabet Inc. | 股票-其他 | 1.30% | -0.19% | -0.65% | |
| 11 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.25% | — | -20.03% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 1.19% | +0.23% | -18.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | — | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.18% | — | +97.92% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.17% | — | -14.18% | |
| 16 | ✓ | AbbVie Inc. | 股票-其他 | 1.16% | -0.14% | -22.93% | |
| 17 | ✓ | AT & T, Inc. New | 股票-其他 | 1.12% | +0.25% | -23.24% | |
| 18 | EMN | Eastman Chemical Co | 股票-原材料 | 1.11% | +0.24% | -22.03% | |
| 19 | TXN | Texas Instruments INC | 股票-科技 | 1.10% | +0.07% | -19.23% | |
| 20 | CMI | Cummins INC | 股票-工业 | 1.10% | — | -22.49% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.09% | -0.29% | -17.67% | |
| 22 | BBY | Best Buy Co INC | 股票-周期性消费 | 1.09% | — | -23.51% | |
| 23 | ✓ | NVIDIA Corporation | 股票-其他 | 1.08% | — | -6.21% | |
| 24 | ✓ | Entergy Corporation | 股票-其他 | 1.04% | +0.18% | -23.20% | |
| 25 | ✓ | Unum Group | 股票-其他 | 1.04% | — | -22.68% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.04% | +0.06% | -18.40% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.04% | -0.30% | -22.67% | |
| 28 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.04% | — | -22.40% | |
| 29 | ✓ | Clearway Energy INC Cl C | 股票-其他 | 1.04% | +0.15% | -23.03% | |
| 30 | GLW | Corning INC | 股票-科技 | 1.04% | -1.21% | -32.06% | |
| 31 | ✓ | Altria Group, Inc. | 股票-其他 | 1.02% | +0.11% | -23.23% | |
| 32 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.02% | -1.00% | -23.34% | |
| 33 | STT | State Street CORP | 股票-金融 | 1.01% | -0.18% | -22.54% | |
| 34 | AMGN | Amgen INC | 股票-医疗保健 | 1.01% | +0.03% | -21.90% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.00% | +0.09% | -10.46% | |
| 36 | ✓ | Xcel Energy Inc. | 股票-其他 | 0.98% | +0.04% | -23.13% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.98% | +0.08% | -15.61% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | — | |
| 39 | ✓ | Duke Energy Corporation | 股票-其他 | 0.97% | +0.11% | -23.02% | |
| 40 | TPR | Tapestry INC | 股票-周期性消费 | 0.97% | — | -22.99% | |
| 41 | ✓ | Verizon Communications Inc. | 股票-其他 | 0.95% | +0.34% | -21.80% | |
| 42 | CMA | Comerica INC | 股票-其他 | 0.93% | -1.40% | EXIT | |
| 43 | ZION | Zions Bancorp NA | 股票-金融 | 0.93% | — | -61.66% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.91% | +0.36% | -17.64% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | +0.15% | -21.28% | |
| 46 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.88% | -0.10% | — | |
| 47 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.87% | — | -22.83% | |
| 48 | DOW | Dow INC | 股票-原材料 | 0.86% | — | -21.69% | |
| 49 | ✓ | Skyworks Solutions, Inc. | 股票-其他 | 0.85% | — | +796.59% | |
| 50 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 0.85% | — | -16.21% |