CIK: 0001944755
申报总市值
US$2.0亿
仅显示前 200 大持股（共 239 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 | MSFT | Microsoft CORP | 股票-科技 | 5.94% | -4.80% | EXIT | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.86% | -5.69% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.81% | +3.31% | -1.78% | |
| 4 | USB | US Bancorp | 股票-金融 | 4.09% | -4.12% | EXIT | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | +1.60% | -2.20% | |
| 6 | WMT | Walmart INC | 股票-非周期性消费 | 2.34% | -2.25% | EXIT | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.24% | -2.50% | EXIT | |
| 8 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.57% | -1.48% | EXIT | |
| 9 | KR | Kroger Co | 股票-非周期性消费 | 1.48% | -1.09% | EXIT | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.37% | — | -2.23% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.36% | -1.57% | EXIT | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.33% | — | -2.25% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.21% | — | -3.89% | |
| 14 | ALL | Allstate CORP | 股票-金融 | 1.20% | — | -2.13% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | — | -15.17% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.10% | -1.01% | EXIT | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.01% | — | -1.04% | |
| 18 | ETN | Eaton Corporation plc | 股票-工业 | 0.98% | — | -9.62% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.96% | -0.85% | EXIT | |
| 20 | T | At&t INC | 股票-通信服务 | 0.88% | — | -4.31% | |
| 21 | DE | Deere & Co | 股票-工业 | 0.87% | -0.68% | EXIT | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.84% | — | -1.43% | |
| 23 | ADI | Analog Devices INC | 股票-科技 | 0.83% | — | -3.40% | |
| 24 | CAT | Caterpillar INC | 股票-工业 | 0.80% | -0.99% | EXIT | |
| 25 | CTAS | Cintas CORP | 股票-工业 | 0.80% | -0.58% | EXIT | |
| 26 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-其他 | 0.80% | — | +5.15% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 0.79% | +1.37% | -6.29% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.77% | — | -0.07% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.75% | -0.68% | EXIT | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.75% | — | +22.67% | |
| 31 | CCJ | Cameco CORP | 股票-能源 | 0.74% | — | -0.48% | |
| 32 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.74% | — | -4.85% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +1.04% | -6.55% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.72% | -0.54% | EXIT | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | +11.14% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | — | -0.06% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | — | +2.03% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.65% | — | +38.27% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | +9.67% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.54% | EXIT | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | -0.54% | EXIT | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.64% | — | -5.72% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.61% | — | -19.25% | |
| 44 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.59% | — | -1.00% | |
| 45 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.58% | — | +76.81% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | — | -8.42% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | -0.68% | EXIT | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.54% | — | +41.36% | |
| 50 | BGIG | Bahl & Gaynor INC Growth ETF | ETF-其他 | 0.52% | — | — |