CIK: 0001775446
申报总市值
US$27.2亿
仅显示前 200 大持股（共 235 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 | NVDA | Nvidia CORP | 股票-科技 | 6.65% | +0.22% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.54% | +0.22% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.67% | -0.50% | — | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.98% | -0.69% | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.88% | -0.19% | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.19% | — | — | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 2.11% | — | — | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.85% | — | — | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.83% | — | -35.04% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | — | — | |
| 12 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 1.41% | -1.10% | EXIT | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.36% | — | — | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.34% | — | -2.02% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.23% | -0.35% | — | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.19% | — | -27.59% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | — | — | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.10% | — | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.34% | — | |
| 20 | NFLX | Netflix INC | 股票-通信服务 | 1.02% | — | — | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.02% | — | — | |
| 22 | UTG | Reaves Utility Income Fund | 股票-其他 | 1.00% | — | +4.87% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.96% | — | -1.71% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.92% | — | — | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.92% | — | -3.99% | |
| 26 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.91% | -0.59% | -1.04% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | +0.50% | — | |
| 28 | ETG | Eaton Vance T/a Gl Dvd Incm | 股票-其他 | 0.83% | -0.66% | EXIT | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | — | — | |
| 30 | NEE | Nextera Energy INC | 股票-公用事业 | 0.76% | — | — | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.76% | — | — | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.75% | — | -1.94% | |
| 33 | BLK | Blackrock INC | 股票-金融 | 0.75% | -0.37% | EXIT | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.72% | -0.44% | EXIT | |
| 35 | C | Citigroup INC | 股票-金融 | 0.71% | -0.78% | EXIT | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 0.70% | — | -2.01% | |
| 37 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.66% | -0.64% | EXIT | |
| 38 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.64% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | -0.42% | EXIT | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.63% | — | +5.07% | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | 0.60% | -0.43% | EXIT | |
| 42 | XLB | Ss Materials Select Sector | ETF-其他 | 0.58% | — | — | |
| 43 | AMAT | Applied Materials INC | 股票-科技 | 0.58% | — | — | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | -0.61% | EXIT | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.58% | -0.59% | EXIT | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | — | |
| 47 | KMI | Kinder Morgan INC | 股票-能源 | 0.56% | — | — | |
| 48 | DE | Deere & Co | 股票-工业 | 0.56% | — | — | |
| 49 | GE | General Electric | 股票-工业 | 0.52% | — | — | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | — |