CIK: 0001767735
申报总市值
US$2.0亿
| # | 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 | TRV | Travelers Cos Inc/the | 股票-金融 | 5.68% | +0.30% | — | |
| 2 | PAYX | Paychex INC | 股票-科技 | 5.54% | -4.40% | EXIT | |
| 3 | DHR | Danaher CORP | 股票-医疗保健 | 5.47% | -0.82% | — | |
| 4 | FISV | Fiserv INC | 股票-其他 | 5.44% | — | — | |
| 5 | BAX | Baxter International INC | 股票-医疗保健 | 5.36% | — | — | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 5.20% | -0.63% | — | |
| 7 | RVTY | Revvity INC | 股票-医疗保健 | 5.17% | — | — | |
| 8 | AMT | TD Ameritrade Holding CORP | 股票-房地产 | 5.08% | — | — | |
| 9 | AVY | Avery Dennison CORP | 股票-周期性消费 | 4.93% | — | — | |
| 10 | FTV | Fortive CORP | 股票-科技 | 4.83% | — | — | |
| 11 | GPN | Global Payments INC | 股票-工业 | 4.67% | — | — | |
| 12 | CTAS | Cintas CORP | 股票-工业 | 4.62% | -0.55% | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 4.61% | -0.59% | — | |
| 14 | BR | Broadridge Financial Solutio | 股票-科技 | 4.52% | -2.88% | EXIT | |
| 15 | RJF | Raymond James Financial INC | 股票-金融 | 4.46% | -0.65% | — | |
| 16 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 4.38% | — | — | |
| 17 | A | Agilent Technologies INC | 股票-医疗保健 | 4.35% | — | — | |
| 18 | AVNS | Avanos Medical INC | 股票-其他 | 4.08% | — | — | |
| 19 | VLO | Valero Energy CORP | 股票-能源 | 3.89% | — | — | |
| 20 | VMC | Vulcan Materials Co | 股票-原材料 | 3.82% | +0.55% | — | |
| 21 | XPO | Xpo INC | 股票-工业 | 3.17% | — | — | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | — | — | |
| 23 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.29% | — | — |