CIK: 0001777817
申报总市值
US$7.1亿
仅显示前 200 大持股（共 400 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 | VNLA | Janus Henderson Short Durati | ETF-其他 | 8.45% | -0.21% | -1.42% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 7.64% | — | +3.68% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 6.11% | -0.42% | +4.68% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 5.83% | -0.72% | +12.98% | |
| 5 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 4.71% | — | +33.02% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.46% | +0.71% | +6.68% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.42% | -0.44% | +20.14% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.13% | — | +124.96% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.78% | — | +19.42% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.56% | +0.03% | +2.34% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.54% | — | +22.92% | |
| 12 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 1.45% | +0.06% | +1.81% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 1.42% | +0.12% | +4.36% | |
| 14 | MCHP | Microchip Technology INC | 股票-科技 | 1.32% | — | +301.44% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.25% | +0.14% | +0.57% | |
| 16 | MMM | 3m Co | 股票-工业 | 1.14% | — | +979.69% | |
| 17 | AMAT | Applied Materials INC | 股票-科技 | 1.11% | +0.28% | +13.35% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | -0.10% | +13.16% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | +4.88% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.90% | — | +9.62% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.22% | +6873.49% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | — | +28.42% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.87% | — | -1.89% | |
| 24 | RIMOX | City Ntl Rochdl Fix Inc-n | 股票-其他 | 0.86% | — | — | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.86% | — | +10.27% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.83% | — | -4.09% | |
| 27 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.82% | — | +12.19% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | — | +7.86% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.79% | — | -97.22% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.78% | — | +28.20% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.78% | +0.11% | +41.15% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | — | -1.58% | |
| 33 | ADI | Analog Devices INC | 股票-科技 | 0.77% | +0.10% | +12.34% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | — | +13.53% | |
| 35 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.73% | — | +11.86% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.09% | -0.75% | |
| 37 | D | Dominion Energy INC | 股票-公用事业 | 0.72% | — | +0.40% | |
| 38 | GIS | General Mills INC | 股票-非周期性消费 | 0.69% | — | +6.52% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | +0.02% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.68% | — | +13.70% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.67% | — | +12.89% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.66% | — | +1436.33% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | -0.15% | |
| 44 | MO | Altria Group INC | 股票-非周期性消费 | 0.60% | +0.06% | +3.46% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.41% | -61.52% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | +0.06% | +0.21% | |
| 47 | GD | General Dynamics CORP | 股票-工业 | 0.58% | — | +15.21% | |
| 48 | TROW | T Rowe Price Group INC | 股票-金融 | 0.58% | — | +1.98% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.57% | — | — | |
| 50 | T | At&t INC | 股票-通信服务 | 0.56% | — | -6.30% |