CIK: 0001891713
申报总市值
US$5.1亿
仅显示前 200 大持股（共 246 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 | AAPL | Apple INC | 股票-科技 | 4.83% | +0.04% | -1.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | — | -4.55% | |
| 3 | GSUS | Goldman Sachs Marketbeta US | ETF-避险与商品 | 3.39% | — | +16.07% | |
| 4 | MA | Mastercard INC - A | 股票-金融 | 2.10% | — | +0.78% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | +0.01% | +0.48% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.81% | +0.44% | +22.40% | |
| 7 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 1.74% | — | +6.83% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | +0.15% | -15.62% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 1.73% | +0.07% | +7.23% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.62% | — | -20.67% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | +0.02% | +7.13% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | +0.20% | -4.91% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.28% | -0.34% | +0.42% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.23% | -0.27% | +8.10% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.22% | — | +3.66% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -0.66% | +0.47% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.16% | — | +1.58% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.15% | — | +4.11% | |
| 19 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.07% | — | +5.25% | |
| 20 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 1.05% | — | -1.38% | |
| 21 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.02% | -0.30% | +2.81% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 1.01% | — | -0.01% | |
| 23 | PSX | Phillips 66 | 股票-能源 | 0.96% | — | +10.31% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.93% | +0.06% | +3.25% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | +3.29% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.92% | — | +3.38% | |
| 27 | OKE | Oneok INC | 股票-能源 | 0.89% | — | +7.72% | |
| 28 | GCOR | Goldman Sachs Access US Agg | ETF-避险与商品 | 0.85% | — | +30.01% | |
| 29 | INTU | Intuit INC | 股票-科技 | 0.80% | -0.17% | -3.68% | |
| 30 | ZTS | Zoetis INC | 股票-医疗保健 | 0.79% | — | +1.99% | |
| 31 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.78% | — | -3.29% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.75% | — | +25.94% | |
| 33 | CTAS | Cintas CORP | 股票-工业 | 0.75% | — | +35.87% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | — | -2.24% | |
| 35 | SPGI | S&p Global INC | 股票-金融 | 0.73% | — | -1.17% | |
| 36 | APH | Amphenol Corp-cl A | 股票-科技 | 0.71% | +0.29% | +3.41% | |
| 37 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.71% | — | — | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.71% | — | +7.63% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.70% | — | +5.38% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | +0.03% | -0.65% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.68% | — | +0.71% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | — | +47.55% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.67% | — | +4.04% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.66% | — | +5.04% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.63% | — | +18.31% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.61% | +0.02% | -4.80% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | — | +7.98% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | — | +65.08% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | -1.54% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.59% | — | +3.22% |