CIK: 0001841496
申报总市值
US$6.2亿
仅显示前 200 大持股（共 203 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 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 6.58% | — | +4034.46% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.74% | — | +7.81% | |
| 3 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 3.70% | — | -35.65% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.63% | -0.70% | -0.09% | |
| 5 | SSO | Proshares Ultra S&p500 | ETF-其他 | 2.38% | -0.52% | +119.85% | |
| 6 | FPEI | First Trust Institutional Pr | ETF-其他 | 2.25% | — | +12.79% | |
| 7 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.57% | — | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | -0.65% | +5.18% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | -0.36% | +2.85% | |
| 10 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.12% | — | +21.48% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | — | -1.44% | |
| 12 | SPGI | S&p Global INC | 股票-金融 | 0.99% | — | +3.36% | |
| 13 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.96% | — | — | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.96% | — | +1.41% | |
| 15 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.93% | — | +8.37% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | -0.21% | -1.02% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | — | +3.41% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.85% | — | +5.58% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | — | +3.86% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 0.82% | — | +1.70% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.82% | — | -8.49% | |
| 22 | DFAI | Dimensional International Co | ETF-其他 | 0.81% | — | +24.14% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.81% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | -0.55% | |
| 25 | PGX | Invesco Preferred ETF | ETF-其他 | 0.78% | — | -70.80% | |
| 26 | ANETEUR | Arista Networks INC | 股票-其他 | 0.76% | — | -3.19% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.73% | — | -4.77% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.72% | — | -1.61% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.72% | — | -6.01% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | -0.06% | +3.32% | |
| 31 | KR | Kroger Co | 股票-非周期性消费 | 0.68% | -0.01% | +1.69% | |
| 32 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.68% | — | — | |
| 33 | SCCO | Southern Copper CORP | 股票-原材料 | 0.67% | -0.01% | +1.98% | |
| 34 | AMAT | Applied Materials INC | 股票-科技 | 0.65% | +0.04% | +3.42% | |
| 35 | ED | Consolidated Edison INC | 股票-公用事业 | 0.64% | — | +2.37% | |
| 36 | CSX | Csx CORP | 股票-工业 | 0.64% | — | +3.06% | |
| 37 | PAYX | Paychex INC | 股票-科技 | 0.64% | — | +0.33% | |
| 38 | PSA | Public Storage | 股票-房地产 | 0.64% | — | +2.63% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | — | +4.10% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.63% | — | +5.03% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.19% | +9.45% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | +2.89% | |
| 43 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 0.62% | — | +29.78% | |
| 44 | TROW | T Rowe Price Group INC | 股票-金融 | 0.60% | — | +6.72% | |
| 45 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.58% | — | -0.55% | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.57% | — | -5.01% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.57% | — | +5.39% | |
| 48 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.57% | — | -1.51% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.56% | — | -0.20% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.56% | — | +0.24% |