CIK: 0001752761
申报总市值
US$5.0亿
| # | 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 | UPS | United Parcel Service-cl B | 股票-工业 | 16.72% | -1.40% | +8.55% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.04% | — | +2.50% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.51% | -0.29% | +4.34% | |
| 4 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 3.31% | — | -1.73% | |
| 5 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-其他 | 2.57% | — | -2.76% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.39% | — | -1.77% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | — | +24.53% | |
| 8 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.70% | +0.13% | +2.65% | |
| 9 | ✓ | 股票-其他 | 1.59% | — | — | ||
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | — | +4.42% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.50% | -0.14% | +1.42% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.48% | — | -11.09% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.47% | +0.03% | +86.34% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.44% | — | — | |
| 15 | ATKR | Atkore INC | 股票-其他 | 1.42% | — | +4.65% | |
| 16 | CDW | Cdw Corp/de | 股票-科技 | 1.39% | — | +3.27% | |
| 17 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.34% | — | +4.47% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | +0.06% | +0.85% | |
| 19 | BOIL1EUR | Proshares Ultra Bloomberg NA | ETF-其他 | 1.24% | — | -14.65% | |
| 20 | MOH | Molina Healthcare INC | 股票-医疗保健 | 1.22% | — | +5.38% | |
| 21 | WSM | Williams-sonoma INC | 股票-周期性消费 | 1.20% | -0.23% | +1.77% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.15% | +0.21% | +7.49% | |
| 23 | ALLE | Allegion plc | 股票-工业 | 1.11% | — | +5.64% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 1.10% | — | +1392.22% | |
| 25 | MTH | Meritage Homes CORP | 股票-周期性消费 | 1.09% | — | -9.24% | |
| 26 | ✓ | Invesco Qqq Tr | 股票-其他 | 1.07% | — | +14.06% | |
| 27 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 1.06% | — | -0.43% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | +0.04% | +11.72% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.03% | — | -4.68% | |
| 30 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 1.03% | — | — | |
| 31 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.96% | — | +9.02% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.93% | — | +5.85% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | — | +2.31% | |
| 34 | EVR | Evercore INC - A | 股票-金融 | 0.88% | -0.17% | +4.13% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.86% | — | +3.57% | |
| 36 | ADI | Analog Devices INC | 股票-科技 | 0.83% | +0.16% | +6.86% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.78% | — | +22.72% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.78% | +0.05% | +22.74% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.76% | -0.19% | +0.72% | |
| 40 | MTG | Mgic Investment CORP | 股票-金融 | 0.76% | — | +5.87% | |
| 41 | AIG | American International Group | 股票-金融 | 0.76% | — | +6.56% | |
| 42 | VLO | Valero Energy CORP | 股票-能源 | 0.75% | — | +7.43% | |
| 43 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.71% | — | — | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | -0.87% | |
| 45 | SNA | Snap-on INC | 股票-工业 | 0.65% | — | +9.02% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | +11.98% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.64% | +0.05% | -1.33% | |
| 48 | CF | Cf Industries Holdings INC | 股票-原材料 | 0.64% | +0.19% | +8.52% | |
| 49 | THO | Thor Industries INC | 股票-周期性消费 | 0.62% | — | +9.18% | |
| 50 | TRPA | Hartford Aaa Clo ETF | ETF-其他 | 0.62% | — | -71.83% |