CIK: 0001777817
申报总市值
US$7.1亿
仅显示前 200 大持股（共 377 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 7.21% | — | +4.72% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 6.95% | -0.42% | +6.26% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 6.76% | -0.72% | +11.06% | |
| 4 | JSMD | Janus Small Mid Cap Gr Alp | ETF-其他 | 5.53% | — | +10.19% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.14% | +0.71% | +14.11% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-其他 | 3.33% | — | -4.37% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.88% | — | — | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.31% | -0.44% | +24.76% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.79% | — | +7.93% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.73% | +0.03% | +3.92% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.68% | — | -0.93% | |
| 12 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 1.68% | +0.06% | +4.54% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | — | +6.72% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.53% | — | +5.15% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.41% | +2.47% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 1.49% | +0.12% | +6.25% | |
| 17 | AMAT | Applied Materials INC | 股票-科技 | 1.40% | +0.28% | +0.85% | |
| 18 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.38% | +0.14% | +3.89% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.11% | — | +9.38% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.04% | -0.20% | +5.83% | |
| 21 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.02% | — | +55.68% | |
| 22 | GD | General Dynamics CORP | 股票-工业 | 0.98% | — | +7.14% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | +0.22% | -1.17% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.92% | — | -0.03% | |
| 25 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.91% | — | +3.82% | |
| 26 | ADI | Analog Devices INC | 股票-科技 | 0.88% | +0.10% | +8.27% | |
| 27 | BLKCHF | Blackrock INC | 股票-其他 | 0.87% | — | +2723.23% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.87% | — | +7.42% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.87% | — | +8.20% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.86% | +0.09% | +9.93% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.10% | -13.06% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.15% | +1.46% | |
| 33 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.78% | — | +8.69% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.77% | +0.11% | +9.84% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | — | +0.74% | |
| 36 | CMA | Comerica INC | 股票-其他 | 0.75% | — | +1.12% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | — | +10.19% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.74% | — | +10.27% | |
| 39 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | — | +16.64% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.72% | — | +10.20% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.71% | — | +10.94% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | +0.06% | +2.02% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | +1.81% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.63% | — | +3.02% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | +1.10% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | +0.09% | +4.84% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | +3.43% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | +0.10% | +4.58% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.59% | +0.06% | +5.45% | |
| 50 | D | Dominion Energy INC | 股票-公用事业 | 0.59% | — | +4.19% |