CIK: 0001776878
申报总市值
US$3.4亿
仅显示前 200 大持股（共 437 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.90% | — | -4.12% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -1.28% | +0.04% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | — | -4.69% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | -1.00% | +3.11% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.21% | -0.39% | +1.06% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.20% | — | -4.07% | |
| 7 | IYR | Ishares US Real Estate ETF | ETF-其他 | 2.19% | — | -9.59% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.17% | -0.24% | -7.75% | |
| 9 | MS | Morgan Stanley | 股票-金融 | 2.12% | -0.12% | -2.04% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.12% | — | -3.83% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.05% | — | -2.06% | |
| 12 | WM | Waste Management INC | 股票-工业 | 2.04% | — | -2.22% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.01% | -0.31% | -2.49% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.96% | +0.66% | +0.53% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.93% | +0.50% | +1.10% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.92% | — | +0.64% | |
| 17 | BR | Broadridge Financial Solutio | 股票-科技 | 1.91% | -0.32% | -3.02% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 1.89% | — | -3.65% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.89% | — | -4.01% | |
| 20 | NSC | Norfolk Southern CORP | 股票-工业 | 1.87% | — | -2.47% | |
| 21 | PAYX | Paychex INC | 股票-科技 | 1.87% | -0.17% | -6.78% | |
| 22 | FDS | Factset Research Systems INC | 股票-金融 | 1.86% | -0.09% | -11.15% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.83% | — | +2.28% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 1.82% | +0.21% | -5.90% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.79% | — | -4.23% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.75% | — | -5.40% | |
| 27 | DG | Dollar General CORP | 股票-非周期性消费 | 1.75% | — | -1.56% | |
| 28 | SO | Southern Co/the | 股票-公用事业 | 1.75% | — | -2.08% | |
| 29 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.73% | — | -3.00% | |
| 30 | LHX | L3harris Technologies INC | 股票-工业 | 1.72% | +0.20% | +2.45% | |
| 31 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.70% | +0.18% | -1.38% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 1.69% | -0.07% | +1.32% | |
| 33 | MMM | 3m Co | 股票-工业 | 1.69% | — | +4.47% | |
| 34 | T | At&t INC | 股票-通信服务 | 1.65% | — | +8.16% | |
| 35 | AFL | Aflac INC | 股票-金融 | 1.62% | — | -3.12% | |
| 36 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.61% | -0.13% | -3.14% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 1.60% | +0.51% | -4.09% | |
| 38 | AMGN | Amgen INC | 股票-医疗保健 | 1.59% | — | +4.15% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 1.54% | +0.29% | +4.08% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.51% | +0.22% | +2.82% | |
| 41 | CCOR | Core Alternative ETF | ETF-其他 | 1.48% | — | -4.25% | |
| 42 | CME | Cme Group INC | 股票-金融 | 1.41% | — | -3.39% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | -0.15% | +0.51% | |
| 44 | BX | Blackstone INC | 股票-金融 | 1.38% | — | +1.86% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 1.37% | — | +0.07% | |
| 46 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.16% | — | +112.88% | |
| 47 | FISV | Fiserv INC | 股票-其他 | 1.09% | +0.26% | +0.07% | |
| 48 | MOS | Mosaic Co/the | 股票-原材料 | 0.97% | — | +0.00% | |
| 49 | SYY | Sysco CORP | 股票-非周期性消费 | 0.76% | — | +3.82% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.75% | — | +10.70% |