CIK: 0001775446
申报总市值
US$27.2亿
仅显示前 200 大持股（共 304 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 | 6.74% | +0.22% | -2.74% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.15% | -0.50% | -0.09% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.06% | +0.22% | +916.23% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.38% | -0.69% | -0.17% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.76% | -0.19% | -0.06% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.07% | — | +18.46% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.76% | — | -0.69% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.56% | — | — | |
| 9 | XGDVX | Gabelli Dividend & Income Tr | 股票-其他 | 1.52% | — | +17.01% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | — | -3.23% | |
| 11 | TSLA | Tesla INC | 股票-周期性消费 | 1.22% | — | -0.20% | |
| 12 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.21% | — | — | |
| 13 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 1.17% | — | — | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.15% | — | -0.56% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | — | +15.07% | |
| 16 | ETV | Eaton Vance T/m Buy-writ Opp | 股票-其他 | 1.15% | — | — | |
| 17 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.14% | — | +377.75% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | -4.62% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.03% | — | -0.05% | |
| 20 | XEXGX | Eaton Vance Tax-managed Glob | 股票-其他 | 1.01% | — | +8.66% | |
| 21 | ETG | Eaton Vance T/a Gl Dvd Incm | 股票-其他 | 1.00% | -0.66% | EXIT | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.99% | +0.50% | -0.35% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.99% | — | — | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.34% | -3.44% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.92% | — | +221.45% | |
| 26 | GAM | General American Investors | 股票-其他 | 0.89% | — | +24.81% | |
| 27 | XLB | Ss Materials Select Sector | ETF-其他 | 0.85% | — | +18.42% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | -5.49% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | -0.24% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | -0.42% | EXIT | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | — | -5.11% | |
| 32 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.69% | — | -32.72% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.91% | — | |
| 34 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 0.67% | -1.10% | EXIT | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.66% | -0.50% | EXIT | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.60% | — | -0.47% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.59% | — | -0.47% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.58% | — | +301.23% | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.57% | +1.87% | -1.47% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.56% | — | — | |
| 41 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.53% | — | -4.23% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.52% | — | -2.54% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.35% | -10.43% | |
| 44 | ETW | Eaton Vance T/m Glbl Buy-wr | 股票-其他 | 0.52% | — | -8.99% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -0.50% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.50% | -0.58% | EXIT | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | -0.43% | EXIT | |
| 48 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.49% | — | — | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | -0.61% | EXIT | |
| 50 | ETJ | Eaton Vance Rsk-mgd Divers | 股票-其他 | 0.46% | — | +61.74% |