CIK: 0001841496
申报总市值
US$6.2亿
仅显示前 200 大持股（共 208 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 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 5.58% | — | -3.60% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.70% | +6.15% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.25% | — | +54.11% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.12% | — | +53.74% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 2.70% | — | +27.17% | |
| 6 | PGX | Invesco Preferred ETF | ETF-其他 | 2.65% | — | — | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.42% | — | +31.04% | |
| 8 | SSO | Proshares Ultra S&p500 | ETF-其他 | 2.18% | -0.52% | — | |
| 9 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.89% | — | — | |
| 10 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.42% | — | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | -0.65% | +8.06% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.36% | +13.02% | |
| 13 | SPGI | S&p Global INC | 股票-金融 | 0.99% | — | +1.76% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.90% | — | +1.17% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | — | +59.66% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.86% | — | -82.00% | |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.84% | — | — | |
| 18 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 0.83% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | — | +44.29% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.19% | +24.31% | |
| 21 | XLNXEUR | Xilinx INC | 股票-其他 | 0.78% | — | +8.63% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | +124.66% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.21% | +29.23% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | — | +4.36% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.74% | — | +117.61% | |
| 26 | ANETEUR | Arista Networks INC | 股票-其他 | 0.73% | — | +274.08% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | — | +8.90% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.69% | — | +23.23% | |
| 29 | AMAT | Applied Materials INC | 股票-科技 | 0.67% | +0.04% | +5.87% | |
| 30 | TROW | T Rowe Price Group INC | 股票-金融 | 0.66% | — | +25.60% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.63% | — | +5.67% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | +8.33% | |
| 33 | MCO | Moody's CORP | 股票-金融 | 0.63% | — | +0.53% | |
| 34 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.63% | — | +10.50% | |
| 35 | DFAI | Dimensional International Co | ETF-其他 | 0.62% | — | — | |
| 36 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.62% | — | — | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.61% | — | +14.95% | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 0.60% | — | +7.78% | |
| 39 | ZTS | Zoetis INC | 股票-医疗保健 | 0.60% | — | -0.52% | |
| 40 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.59% | — | — | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.59% | — | -0.11% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | +201.66% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | -0.06% | +128.91% | |
| 44 | PAYX | Paychex INC | 股票-科技 | 0.57% | — | -3.95% | |
| 45 | CSX | Csx CORP | 股票-工业 | 0.56% | — | +10.00% | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 0.55% | — | +14.63% | |
| 47 | INTU | Intuit INC | 股票-科技 | 0.54% | — | +99.30% | |
| 48 | FDS | Factset Research Systems INC | 股票-金融 | 0.54% | — | -5.92% | |
| 49 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.54% | — | -0.86% | |
| 50 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.54% | — | +26.35% |