CIK: 0001889147
申报总市值
US$5.7亿
| # | 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 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 6.67% | — | +1.94% | |
| 2 | FPEI | First Trust Institutional Pr | ETF-其他 | 5.51% | — | +41.00% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.30% | — | -1.08% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.00% | — | +352.86% | |
| 5 | PGHY | Invesco Global Ex US High Yi | ETF-其他 | 2.78% | — | +35.65% | |
| 6 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 2.66% | +0.11% | -20.57% | |
| 7 | GS | Goldman Sachs Group INC | 股票-金融 | 2.49% | -0.17% | +0.43% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.13% | — | -28.22% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 2.11% | — | -1.16% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.13% | +0.12% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.91% | — | +1.47% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.86% | +0.13% | +0.38% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.83% | -0.21% | +1.98% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.79% | +0.23% | +0.91% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.62% | +0.14% | +0.77% | |
| 16 | DTEC | Alps Disruptive Technologies | ETF-科技型 | 1.56% | — | +84.89% | |
| 17 | DE | Deere & Co | 股票-工业 | 1.48% | +0.15% | -1.03% | |
| 18 | VRSN | Verisign INC | 股票-科技 | 1.44% | — | +1.05% | |
| 19 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.35% | — | -37.30% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.34% | -0.15% | -0.96% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.33% | — | +0.12% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.24% | +11.83% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | — | -1.61% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.20% | +2.77% | |
| 25 | BUG | Global X Cybersecurity ETF | ETF-其他 | 1.14% | — | +0.91% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 1.07% | — | +7.47% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 1.07% | — | +1.92% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.06% | — | -2.55% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.01% | -0.26% | +249.55% | |
| 30 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.00% | — | -1.12% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.00% | — | +2.27% | |
| 32 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.00% | -0.07% | +2.11% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.99% | — | -0.63% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | -0.12% | -1.31% | |
| 35 | GD | General Dynamics CORP | 股票-工业 | 0.96% | — | -0.46% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.92% | +0.06% | +1.50% | |
| 37 | IDU | Ishares US Utilities ETF | ETF-其他 | 0.90% | — | -2.57% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.89% | — | +0.05% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | +67.43% | |
| 40 | LIN | Linde plc | 股票-原材料 | 0.86% | — | -1.17% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.83% | — | -0.51% | |
| 42 | BXP | Bxp INC | 股票-房地产 | 0.82% | -0.09% | -2.14% | |
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.81% | — | +1.41% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.79% | — | +0.17% | |
| 45 | EXC | Exelon CORP | 股票-公用事业 | 0.78% | — | -1.12% | |
| 46 | PYPL | Paypal Holdings INC | 股票-金融 | 0.76% | -0.06% | +3.17% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.69% | — | -0.73% | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.67% | — | -1.12% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | -0.13% | +216.18% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.65% | — | -0.73% |