CIK: 0001790525
申报总市值
US$11.1亿
仅显示前 200 大持股（共 218 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 | PYPL | Paypal Holdings INC | 股票-金融 | 4.51% | — | +1312.33% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.37% | -0.47% | +419.62% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.09% | -0.13% | +11.97% | |
| 4 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.79% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.77% | +0.06% | +25.53% | |
| 6 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.67% | — | +112.77% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | — | +34.71% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.40% | — | +8.63% | |
| 9 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.38% | +0.10% | +102.58% | |
| 10 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 1.38% | — | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.37% | — | -1.50% | |
| 12 | GINN | Goldman Sachs Innovate Eqty | ETF-避险与商品 | 1.30% | — | — | |
| 13 | FXG | First Trust Consumer Staples | ETF-其他 | 1.28% | — | — | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.27% | — | +108.91% | |
| 15 | O | Realty Income CORP | 股票-房地产 | 1.23% | — | +103.33% | |
| 16 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.22% | — | +127.44% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.21% | +0.01% | +2.87% | |
| 18 | CI | THE Cigna Group | 股票-医疗保健 | 1.20% | — | +113.38% | |
| 19 | DG | Dollar General CORP | 股票-非周期性消费 | 1.18% | — | +147.82% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.16% | — | +107.35% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | — | +107.80% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.11% | — | +299.86% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.07% | — | +233.52% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.07% | — | +439.96% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.06% | — | +109.72% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.03% | — | +695.39% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.03% | — | +1368.93% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 1.02% | — | +119.81% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.02% | — | +131.18% | |
| 30 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.01% | — | +118.31% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 1.01% | -0.17% | +598.77% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.95% | — | +145.64% | |
| 33 | INTU | Intuit INC | 股票-科技 | 0.94% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | — | +107.61% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.90% | — | +4.83% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.55% | +52.58% | |
| 37 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.90% | — | +142.89% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.89% | — | +111.77% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.88% | — | +1606.83% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.86% | — | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | — | +1291.77% | |
| 42 | HERO | Global X Video Games& Esport | ETF-其他 | 0.83% | — | — | |
| 43 | ARKK | Ark Innovation ETF | ETF-其他 | 0.82% | — | -13.03% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | +0.01% | +2522.95% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.79% | — | +2.48% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.77% | — | +5.14% | |
| 47 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.77% | +0.10% | — | |
| 48 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.73% | — | -3.48% | |
| 49 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.73% | — | -1.48% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +32.64% |