CIK: 0001818604
申报总市值
US$16.7亿
仅显示前 200 大持股（共 831 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 | 7.68% | -0.28% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.60% | +0.04% | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.87% | +0.02% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.20% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.81% | +0.12% | — | |
| 6 | TSLA | Tesla INC | 股票-周期性消费 | 1.33% | +0.05% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.25% | -0.06% | — | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.19% | -0.51% | — | |
| 9 | UPS | United Parcel Service-cl B | 股票-工业 | 1.10% | — | — | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.02% | — | — | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | +0.03% | — | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 0.97% | +0.05% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | +0.09% | — | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | +0.08% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | +0.11% | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.88% | -0.02% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.88% | +0.28% | — | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | +0.02% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.01% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | +0.10% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.13% | — | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.73% | — | — | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.68% | — | — | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | — | — | |
| 26 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 0.67% | — | — | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.65% | — | — | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | -0.21% | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | — | |
| 30 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.58% | — | — | |
| 31 | NFLX | Netflix INC | 股票-通信服务 | 0.58% | -0.20% | — | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | — | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 0.43% | — | — | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.43% | — | — | |
| 35 | T | At&t INC | 股票-通信服务 | 0.42% | — | — | |
| 36 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.42% | — | — | |
| 37 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.41% | — | — | |
| 38 | C | Citigroup INC | 股票-金融 | 0.39% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | — | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | — | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.37% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | — | — | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.36% | — | — | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | +0.58% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.35% | — | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.34% | +0.05% | — | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.34% | — | — | |
| 48 | ARCC | Ares Capital CORP | 股票-金融 | 0.34% | — | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | — | — | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.32% | — | — |