CIK: 0001824694
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 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 6.86% | -0.44% | +2.85% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.58% | +0.15% | +0.13% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 5.30% | +0.08% | +2.75% | |
| 4 | AME | Ametek INC | 股票-工业 | 4.92% | +0.20% | +6.73% | |
| 5 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 3.88% | — | +12.62% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.50% | -0.11% | +0.38% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | -0.16% | +39.53% | |
| 8 | T | At&t INC | 股票-通信服务 | 2.81% | +0.12% | +3.99% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.66% | -0.10% | -0.37% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.38% | +0.25% | +77.76% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.27% | -0.20% | +1.46% | |
| 12 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.10% | — | +1.49% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | -0.52% | +5.25% | |
| 14 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.63% | — | +225.09% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.63% | — | -7.27% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.59% | — | -1.77% | |
| 17 | DE | Deere & Co | 股票-工业 | 1.58% | +0.11% | -8.20% | |
| 18 | DOV | Dover CORP | 股票-工业 | 1.54% | — | — | |
| 19 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.47% | -0.12% | EXIT | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | +0.25% | +284.33% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.31% | — | +106.73% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 1.26% | — | -3.48% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.15% | — | +19.01% | |
| 24 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.12% | — | -63.36% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.12% | — | — | |
| 26 | BA | Boeing Co/the | 股票-工业 | 1.01% | — | — | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.99% | — | +2.53% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事业 | 0.97% | +0.13% | — | |
| 29 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.96% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.95% | — | -9.84% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | +0.16% | +4.84% | |
| 32 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.89% | — | +4.43% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.86% | — | +6.01% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.78% | — | — | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | +0.06% | +26.37% | |
| 36 | MLM | Martin Marietta Materials | 股票-原材料 | 0.77% | — | — | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.72% | +0.06% | +1.87% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.10% | +43.13% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | — | — | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.67% | — | +61.56% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | +0.06% | — | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.62% | — | -43.27% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.61% | — | +29.25% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | +19.96% | |
| 46 | ROP | Roper Technologies INC | 股票-科技 | 0.58% | -0.15% | EXIT | |
| 47 | DOW | Dow INC | 股票-原材料 | 0.58% | — | -2.07% | |
| 48 | AMRX | Amneal Pharmaceuticals INC | 股票-其他 | 0.57% | — | — | |
| 49 | BIIB | Biogen INC | 股票-医疗保健 | 0.56% | — | +91.07% | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.56% | — | — |