CIK: 0001998182
申报总市值
US$3.3亿
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.82% | -0.83% | +35.74% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.77% | +0.39% | +57.88% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 5.66% | -0.27% | -34.97% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.73% | -0.74% | +236.48% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 3.05% | -0.45% | +4.50% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | — | +18.46% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-其他 | 2.18% | +0.79% | -55.49% | |
| 8 | FTA | First Trust L C Val Alp | ETF-其他 | 1.65% | — | -15.48% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.58% | — | -18.73% | |
| 10 | FTCS | First Trust Capital Strength | ETF-其他 | 1.55% | — | -17.00% | |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.45% | +0.03% | -22.00% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | — | +1193.77% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | +0.16% | +486.88% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.41% | +0.03% | +52.10% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.26% | — | -36.09% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | — | +5.12% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.24% | — | -2.07% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.19% | +0.01% | +58.63% | |
| 19 | HON | Honeywell International INC | 股票-工业 | 1.19% | -0.84% | EXIT | |
| 20 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 1.15% | — | -32.27% | |
| 21 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.10% | — | +42.47% | |
| 22 | LHX | L3harris Technologies INC | 股票-工业 | 1.09% | — | +7.09% | |
| 23 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.09% | — | +876.55% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.08% | — | -21.32% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.05% | — | -10.49% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.03% | — | +1.99% | |
| 27 | COP | Conocophillips | 股票-能源 | 1.02% | — | +1.77% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.02% | — | +20.58% | |
| 29 | 6D8 | Dupont De Nemours INC | 股票-其他 | 1.01% | -0.45% | EXIT | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | — | +2.77% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.97% | +0.05% | +162.50% | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 0.97% | — | -6.08% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.96% | — | +16.32% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.94% | -0.26% | +12.94% | |
| 35 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 0.94% | — | +56.28% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.93% | — | -23.09% | |
| 37 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.93% | — | -21.96% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.90% | — | +25.69% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | — | +17.41% | |
| 40 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.87% | — | — | |
| 41 | FXH | First Trust Health Care Alph | ETF-其他 | 0.84% | — | -19.71% | |
| 42 | MCHP | Microchip Technology INC | 股票-科技 | 0.81% | — | +11.17% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.78% | — | +15.03% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.74% | +0.33% | -14.06% | |
| 45 | USB | US Bancorp | 股票-金融 | 0.72% | — | +15.89% | |
| 46 | ADI | Analog Devices INC | 股票-科技 | 0.72% | +0.16% | +2.74% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | — | -6.54% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.69% | — | +12.07% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.68% | — | — | |
| 50 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.66% | — | — |