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 | 9.90% | -1.40% | -1.89% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 4.04% | — | +1088.74% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.76% | — | -0.29% | |
| 4 | HFSI | Hartfor Strateg Income Etf-u | ETF-其他 | 3.06% | -0.02% | +6.06% | |
| 5 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-其他 | 2.42% | — | +3.28% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.30% | -0.29% | -0.13% | |
| 7 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.27% | — | +3.10% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.06% | — | +4.02% | |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.98% | -0.02% | +5.02% | |
| 10 | ✓ | Bank Montreal Que | 股票-其他 | 1.85% | — | +2432.73% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | — | +8.22% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.82% | -0.10% | -34.28% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.50% | +0.03% | +3.61% | |
| 14 | SMCI | Super Micro Computer INC | 股票-科技 | 1.38% | +0.69% | +109.58% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | -73.60% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | — | +11.10% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.18% | -0.18% | +17.86% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.15% | +0.06% | +1.91% | |
| 19 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 1.14% | — | +4.08% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.08% | +1.79% | — | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | — | +172.47% | |
| 22 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.00% | — | +5.32% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.99% | -0.23% | +12.44% | |
| 24 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.98% | -0.23% | +0.86% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | -10.38% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | +0.04% | +7.14% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +12.81% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | — | -8.04% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | — | +20.71% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 0.90% | — | +2.33% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.89% | -0.14% | -6.41% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.89% | -0.71% | EXIT | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | — | +21.02% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.03% | +21.81% | |
| 35 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-其他 | 0.85% | — | +6.56% | |
| 36 | MTG | Mgic Investment CORP | 股票-金融 | 0.81% | — | +2.13% | |
| 37 | AIG | American International Group | 股票-金融 | 0.81% | — | +7.15% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | — | +436.66% | |
| 39 | EVR | Evercore INC - A | 股票-金融 | 0.80% | -0.17% | +2.96% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.80% | -0.19% | +0.18% | |
| 41 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 0.80% | — | +2.65% | |
| 42 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.78% | — | -8.01% | |
| 43 | KOLD | Proshares Ultrashort Bloombe | ETF-其他 | 0.77% | -0.41% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | -0.13% | |
| 45 | SNA | Snap-on INC | 股票-工业 | 0.77% | — | +2.74% | |
| 46 | ADI | Analog Devices INC | 股票-科技 | 0.75% | +0.16% | +3.51% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.74% | +0.05% | +7.23% | |
| 48 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.72% | — | +18.78% | |
| 49 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.71% | — | +6.15% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.71% | — | +23.45% |