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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.51% | +0.39% | +4.51% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.01% | -0.83% | -3.97% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 4.63% | -0.27% | -8.89% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.86% | -0.74% | +9.52% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 2.78% | -0.45% | +2.18% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-其他 | 2.54% | +0.79% | +23.60% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.27% | — | +43.14% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | — | +11.55% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.05% | +0.03% | +57.05% | |
| 10 | FTA | First Trust L C Val Alp | ETF-其他 | 1.72% | — | +7.96% | |
| 11 | FTCS | First Trust Capital Strength | ETF-其他 | 1.64% | — | +9.35% | |
| 12 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.55% | +0.03% | +12.27% | |
| 13 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 1.52% | — | +91.36% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.37% | +0.01% | +16.02% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.26% | — | +8.39% | |
| 16 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.24% | — | +2.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | — | +3.48% | |
| 18 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 1.12% | — | +6.72% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.10% | — | +10.58% | |
| 20 | LHX | L3harris Technologies INC | 股票-工业 | 1.06% | — | +2.21% | |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.06% | — | +0.48% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | +9.80% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 1.03% | -0.84% | EXIT | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.02% | — | +18.04% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.02% | +0.05% | +21.43% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 1.02% | — | +0.61% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | — | -20.91% | |
| 28 | 6D8 | Dupont De Nemours INC | 股票-其他 | 1.00% | -0.45% | EXIT | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.99% | — | +7.21% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.97% | — | +8.77% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.96% | — | +10.45% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | — | +1.27% | |
| 33 | COP | Conocophillips | 股票-能源 | 0.94% | — | +11.62% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.93% | — | -0.54% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.92% | — | -7.97% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.92% | -0.26% | +1.83% | |
| 37 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-其他 | 0.91% | +0.14% | +84.35% | |
| 38 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 0.91% | — | +4.53% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.88% | — | +68.85% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.82% | — | +8.28% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 0.82% | — | +2.64% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.77% | — | +3.67% | |
| 43 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-其他 | 0.75% | — | +63.41% | |
| 44 | MCHP | Microchip Technology INC | 股票-科技 | 0.74% | — | +16.66% | |
| 45 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 0.73% | — | +35.85% | |
| 46 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.67% | — | -0.66% | |
| 47 | FXH | First Trust Health Care Alph | ETF-其他 | 0.66% | — | -17.99% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.66% | — | -3.46% | |
| 49 | XLSR | Ss US Sector Rotation | ETF-其他 | 0.66% | -0.40% | +39.75% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.20% | +0.02% |