CIK: 0001843358
申报总市值
US$2.8亿
仅显示前 200 大持股（共 238 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 | WMT | Walmart INC | 股票-非周期性消费 | 5.10% | -2.68% | +2.22% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 4.93% | +4.90% | — | |
| 3 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 4.04% | — | +1438.32% | |
| 4 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 2.96% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.85% | +1.28% | +4482.84% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 2.60% | — | +1297.73% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 2.46% | -0.25% | +927.88% | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-其他 | 2.35% | — | +897.67% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.34% | +1.01% | +939.73% | |
| 10 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.11% | — | +1981.77% | |
| 11 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 2.03% | -1.78% | EXIT | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.84% | — | +478.56% | |
| 13 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-其他 | 1.76% | — | — | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.30% | -0.63% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.60% | +236.47% | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 1.17% | -0.36% | — | |
| 17 | NFTY | First Trust India Nifty 50 E | ETF-其他 | 1.09% | — | +962.69% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.05% | — | — | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.04% | — | +1078.01% | |
| 20 | AIRR | First Trust Rba American Ind | ETF-其他 | 1.01% | — | +1108.98% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | -1.43% | +15.72% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | -0.52% | +652.09% | |
| 23 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.92% | -0.56% | EXIT | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.89% | — | — | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.88% | -1.53% | -10.47% | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 0.85% | -0.27% | EXIT | |
| 27 | MS | Morgan Stanley | 股票-金融 | 0.85% | -0.13% | +406.08% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.82% | — | — | |
| 29 | ILDR | First Trust Innovation Leade | ETF-其他 | 0.80% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -1.44% | +26.93% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | -0.63% | EXIT | |
| 32 | ADI | Analog Devices INC | 股票-科技 | 0.64% | -0.12% | — | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.63% | — | — | |
| 34 | T | At&t INC | 股票-通信服务 | 0.61% | — | +360.54% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | -0.40% | — | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.61% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | -0.37% | +57.14% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | -0.19% | — | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.58% | -0.18% | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.21% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | -0.61% | +101.78% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | — | — | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.56% | -0.31% | EXIT | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.55% | — | — | |
| 45 | COP | Conocophillips | 股票-能源 | 0.55% | — | — | |
| 46 | CI | THE Cigna Group | 股票-医疗保健 | 0.54% | — | — | |
| 47 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.53% | — | — | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | — | |
| 49 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.52% | — | — | |
| 50 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.51% | — | — |