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 | 12.44% | -1.40% | -1.85% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.33% | — | +1.86% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.60% | — | -3.99% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.80% | -0.29% | -1.32% | |
| 5 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-其他 | 2.52% | — | +1.43% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.25% | — | +0.19% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.13% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | — | +0.70% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.64% | — | +23.87% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | — | +0.40% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.52% | +0.03% | +212.21% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.47% | -0.14% | -0.39% | |
| 13 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.39% | — | -0.80% | |
| 14 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 1.29% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.28% | +0.06% | +3.18% | |
| 16 | EVR | Evercore INC - A | 股票-金融 | 1.26% | -0.17% | -2.26% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.25% | +0.21% | +0.14% | |
| 18 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.25% | +0.13% | -0.11% | |
| 19 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 1.17% | — | — | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.15% | — | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | — | — | |
| 22 | ALLE | Allegion plc | 股票-工业 | 1.14% | — | -0.56% | |
| 23 | MTH | Meritage Homes CORP | 股票-周期性消费 | 1.09% | — | -0.76% | |
| 24 | BOIL1EUR | Proshares Ultra Bloomberg NA | ETF-其他 | 1.08% | — | -71.23% | |
| 25 | MOH | Molina Healthcare INC | 股票-医疗保健 | 1.05% | — | -1.03% | |
| 26 | CDW | Cdw Corp/de | 股票-科技 | 1.02% | — | +0.37% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.97% | -0.10% | -37.46% | |
| 28 | AMAT | Applied Materials INC | 股票-科技 | 0.95% | — | +3.10% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.04% | +2.71% | |
| 30 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-其他 | 0.92% | — | — | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.88% | — | +1.09% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.86% | — | +5.01% | |
| 33 | NTAP | Netapp INC | 股票-科技 | 0.86% | — | +2.68% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.85% | +0.05% | -0.78% | |
| 35 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.82% | -0.23% | -0.45% | |
| 36 | ADI | Analog Devices INC | 股票-科技 | 0.81% | +0.16% | +1.08% | |
| 37 | MTG | Mgic Investment CORP | 股票-金融 | 0.81% | — | +0.20% | |
| 38 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.80% | -0.02% | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.80% | +0.06% | +394.57% | |
| 40 | SNA | Snap-on INC | 股票-工业 | 0.79% | — | +2.70% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.78% | -0.23% | +470.52% | |
| 42 | SM | Sm Energy Co | 股票-能源 | 0.77% | — | +5.46% | |
| 43 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 0.76% | — | -6.36% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.74% | +0.05% | +2.32% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.73% | +0.62% | NEW | |
| 46 | CSL | Carlisle Cos INC | 股票-工业 | 0.72% | — | — | |
| 47 | INGR | Ingredion INC | 股票-非周期性消费 | 0.71% | — | +1.71% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.71% | — | +686.01% | |
| 49 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.70% | — | — | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.70% | -0.19% | +1.09% |