CIK: 0001732399
申报总市值
US$4470.4万
仅显示前 200 大持股（共 369 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 13.14% | — | -13.75% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 13.08% | — | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.08% | — | -18.66% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.99% | — | -12.83% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 12.97% | — | — | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 12.97% | — | +13185.63% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.71% | — | -3.93% | |
| 8 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.30% | — | -0.43% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | — | -4.06% | |
| 10 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.03% | — | — | |
| 11 | NEE | Nextera Energy INC | 股票-公用事业 | 0.74% | — | +0.29% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | — | +0.12% | |
| 13 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.64% | — | +0.09% | |
| 14 | PFG | Principal Financial Group | 股票-金融 | 0.64% | — | +141.49% | |
| 15 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.62% | — | — | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | — | +0.42% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.51% | — | -1.07% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | -10.72% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | — | -0.65% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | — | +2.76% | |
| 21 | ARCC | Ares Capital CORP | 股票-金融 | 0.34% | — | +0.06% | |
| 22 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.32% | — | +0.01% | |
| 23 | OTTR | Otter Tail CORP | 股票-工业 | 0.31% | — | — | |
| 24 | XEL | Xcel Energy INC | 股票-公用事业 | 0.31% | — | +0.21% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | — | +0.41% | |
| 26 | ADBE | Adobe INC | 股票-科技 | 0.25% | — | -1.03% | |
| 27 | CSX | Csx CORP | 股票-工业 | 0.25% | — | — | |
| 28 | DE | Deere & Co | 股票-工业 | 0.23% | — | +0.16% | |
| 29 | EIX | Edison International | 股票-公用事业 | 0.22% | — | — | |
| 30 | MO | Altria Group INC | 股票-非周期性消费 | 0.21% | — | +1.18% | |
| 31 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.20% | — | — | |
| 32 | CPRT | Copart INC | 股票-工业 | 0.20% | — | — | |
| 33 | ES | Eversource Energy | 股票-公用事业 | 0.20% | — | — | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.18% | — | -0.20% | |
| 35 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.18% | — | -0.91% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | — | — | |
| 37 | ET | Energy Transfer LP | 股票-能源 | 0.16% | — | -0.89% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.14% | — | +0.15% | |
| 39 | PSEC | Prospect Capital CORP | 股票-其他 | 0.14% | — | +0.15% | |
| 40 | HTGC | Hercules Capital INC | 股票-金融 | 0.14% | — | — | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.12% | — | +7.50% | |
| 42 | AEP | American Electric Power | 股票-公用事业 | 0.12% | — | — | |
| 43 | WY | Weyerhaeuser Co | 股票-房地产 | 0.12% | — | +33.33% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.12% | — | +3.60% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.11% | — | +4.52% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.11% | — | +0.42% | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.11% | — | +0.41% | |
| 48 | O | Realty Income CORP | 股票-房地产 | 0.10% | — | -0.36% | |
| 49 | PVH | Pvh CORP | 股票-周期性消费 | 0.10% | — | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.10% | — | — |