CIK: 0001908828
申报总市值
US$2.1亿
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.13% | +1.01% | -3.97% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 8.88% | +1.22% | -2.21% | |
| 3 | DHR | Danaher CORP | 股票-医疗保健 | 6.19% | -0.42% | +0.91% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.67% | -1.16% | +2.93% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 5.58% | +0.02% | +1.03% | |
| 6 | NEE | Nextera Energy INC | 股票-公用事业 | 5.07% | -0.65% | +1.55% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.85% | +0.37% | +4.21% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 4.39% | -0.56% | +0.32% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.72% | +0.03% | -1.90% | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 3.59% | — | +2.74% | |
| 11 | DE | Deere & Co | 股票-工业 | 3.57% | -0.01% | -3.58% | |
| 12 | CBOE | Cboe Global Markets INC | 股票-金融 | 2.88% | -1.04% | +3.70% | |
| 13 | ZTS | Zoetis INC | 股票-医疗保健 | 2.82% | -0.21% | -7.97% | |
| 14 | TXN | Texas Instruments INC | 股票-科技 | 2.80% | +0.03% | +2.59% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.78% | -0.13% | -0.24% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.74% | +0.06% | +2.54% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.62% | -0.56% | -10.71% | |
| 18 | AMGN | Amgen INC | 股票-医疗保健 | 2.32% | — | — | |
| 19 | CAT | Caterpillar INC | 股票-工业 | 2.18% | +1.48% | +1.10% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.91% | — | +5.34% | |
| 21 | AGCO | Agco CORP | 股票-工业 | 1.84% | — | -9.04% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.67% | — | -0.86% | |
| 23 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.52% | -0.18% | — | |
| 24 | LNG | Cheniere Energy INC | 股票-能源 | 1.21% | -0.55% | +126.61% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.85% | — | -1.13% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 0.80% | — | +146.37% | |
| 27 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.78% | -0.06% | — | |
| 28 | XYL | Xylem INC | 股票-工业 | 0.70% | -0.13% | — | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.61% | -0.30% | EXIT | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | -0.03% | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | -0.17% | — | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | -0.05% | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.47% | — | — | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | -0.01% | -18.29% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.34% | EXIT | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.35% | -0.08% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | -0.03% | — | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.28% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | -0.01% | — | |
| 42 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.27% | — | — | |
| 43 | LPG | Dorian LPG Ltd. | 股票-其他 | 0.25% | — | — | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.23% | -0.18% | EXIT | |
| 45 | INTU | Intuit INC | 股票-科技 | 0.22% | — | — | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.21% | — | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | +0.23% | — | |
| 48 | ✓ | 1847 Goedeker INC | 股票-其他 | 0.01% | — | — |