CIK: 0001791965
申报总市值
US$73.3亿
仅显示前 200 大持股（共 420 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 | 3.46% | — | -0.05% | |
| 2 | HD | Home Depot INC | 股票-周期性消费 | 2.44% | — | +2.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.34% | +2.42% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.24% | — | -1.31% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.13% | — | +17.01% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | — | +1.84% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.38% | +0.41% | +1.18% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.26% | — | -16.44% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | — | +3.06% | |
| 10 | NEE | Nextera Energy INC | 股票-公用事业 | 1.18% | — | +4.16% | |
| 11 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.00% | — | — | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.99% | — | +1192.13% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | +0.08% | +6.74% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.97% | -0.23% | +13.63% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 0.96% | — | +6.82% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | — | -19.96% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.92% | -0.46% | +16.26% | |
| 18 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.86% | — | +21.66% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.84% | — | +3.68% | |
| 20 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.84% | — | +16.64% | |
| 21 | AIT | Applied Industrial Tech INC | 股票-工业 | 0.83% | — | -11.18% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.82% | — | +18.97% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | — | +4.50% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.80% | — | +16.20% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | — | +22.74% | |
| 26 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.80% | — | -9.23% | |
| 27 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.78% | — | -7.97% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.77% | -0.14% | -0.60% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.74% | +0.14% | +3.70% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.73% | — | +7.51% | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | — | +1.49% | |
| 32 | PAYX | Paychex INC | 股票-科技 | 0.72% | — | +1.59% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | — | +3.94% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.70% | — | +25.23% | |
| 35 | ADI | Analog Devices INC | 股票-科技 | 0.70% | — | +3.87% | |
| 36 | ES | Eversource Energy | 股票-公用事业 | 0.69% | — | +1.43% | |
| 37 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.69% | — | +27.35% | |
| 38 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.68% | — | +1.07% | |
| 39 | BBTUSD | Bb&t CORP | 股票-其他 | 0.68% | — | +11.25% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | — | -6.72% | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.62% | -0.57% | +0.19% | |
| 42 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.61% | — | +135.17% | |
| 43 | CCI | Crown Castle INC | 股票-房地产 | 0.61% | — | +3.77% | |
| 44 | IQDF | Flexshares-int Qual Dvd Inde | ETF-其他 | 0.60% | — | -8.78% | |
| 45 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.59% | -0.14% | +10.42% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | — | +7.96% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.57% | — | +5.27% | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.56% | — | +0.60% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | +2.69% | |
| 50 | RPM | Rpm International INC | 股票-原材料 | 0.54% | — | — |