CIK: 0001720969
申报总市值
US$8.5亿
仅显示前 200 大持股（共 242 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 | MTZ | Mastec INC | 股票-工业 | 24.77% | -5.33% | -13.19% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-其他 | 10.30% | +0.02% | -16.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.80% | -0.01% | +777.40% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.97% | -0.05% | +10.85% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.77% | +0.14% | +8.64% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | +0.27% | +10.72% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.52% | +0.97% | +64.58% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.23% | +18.60% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.42% | — | +10.40% | |
| 10 | BSY | Bentley Systems Inc-class B | 股票-科技 | 1.32% | — | +0.07% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.22% | — | +20.73% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | +1.98% | -5.36% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.08% | +0.09% | NEW | |
| 14 | UPS | United Parcel Service-cl B | 股票-工业 | 0.95% | — | +13.73% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.06% | +19.54% | |
| 16 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.88% | — | +21.54% | |
| 17 | FULT | Fulton Financial CORP | 股票-金融 | 0.87% | — | — | |
| 18 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.82% | — | +23.72% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | -0.02% | -6.86% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.82% | — | +10.06% | |
| 21 | GWW | Ww Grainger INC | 股票-工业 | 0.77% | — | +10.03% | |
| 22 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.76% | — | +13.35% | |
| 23 | ROST | Ross Stores INC | 股票-周期性消费 | 0.75% | — | +13.81% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | +33.35% | |
| 25 | COR | Cencora INC | 股票-医疗保健 | 0.72% | — | +14.18% | |
| 26 | SYY | Sysco CORP | 股票-非周期性消费 | 0.70% | — | +11.52% | |
| 27 | DG | Dollar General CORP | 股票-非周期性消费 | 0.70% | — | +12.50% | |
| 28 | MCHP | Microchip Technology INC | 股票-科技 | 0.70% | — | +13.54% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | +11.90% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.67% | — | -0.98% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | +0.04% | +2.86% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.06% | -1.22% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.63% | — | +22.87% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.63% | — | +19.03% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.61% | — | +13.58% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | — | +10.69% | |
| 37 | UBER | Uber Technologies INC | 股票-工业 | 0.57% | -0.03% | — | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.55% | — | +46.00% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.53% | — | +13.57% | |
| 40 | STT | State Street CORP | 股票-金融 | 0.52% | — | +12.13% | |
| 41 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.51% | -0.17% | +0.03% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | +27.05% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.50% | — | +10.35% | |
| 44 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.48% | — | +11.63% | |
| 45 | EFX | Equifax INC | 股票-工业 | 0.47% | — | +11.06% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | +0.02% | -0.05% | |
| 47 | SYK | Stryker CORP | 股票-医疗保健 | 0.45% | — | +36.42% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | +284.90% | |
| 50 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.43% | — | +20.25% |