CIK: 0002022908
申报总市值
US$10.5亿
仅显示前 200 大持股（共 280 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 | UPS | United Parcel Service-cl B | 股票-工业 | 9.04% | -0.13% | -5.88% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.12% | -0.26% | +6.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.77% | -0.01% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.85% | -0.61% | -3.22% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 3.18% | -0.08% | -0.11% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.78% | -0.14% | +2.08% | |
| 7 | CLH | Clean Harbors INC | 股票-工业 | 2.55% | +0.52% | -4.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.30% | -0.17% | +2.95% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.01% | +0.42% | +2.41% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.95% | -0.09% | +5.61% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.66% | — | +2.51% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.61% | +0.45% | +5.29% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.47% | — | +2.83% | |
| 14 | AXON | Axon Enterprise INC | 股票-工业 | 1.45% | -0.16% | +4.36% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.44% | -1.27% | +11.54% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事业 | 1.39% | +0.28% | -2.89% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.35% | -0.21% | +4.31% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.30% | — | +0.07% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.30% | -0.08% | +2.66% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | -0.13% | +4.06% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | — | +0.27% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.14% | +0.09% | +2.77% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.13% | — | +18.53% | |
| 24 | RIVN | Rivian Automotive Inc-a | 股票-周期性消费 | 1.13% | -0.19% | -11.84% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | +0.53% | +10.11% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.08% | -1.20% | +75.62% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 1.06% | +0.20% | +14.52% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 1.05% | — | +15.40% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.05% | +0.49% | +10.03% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 1.00% | +0.19% | +8.65% | |
| 31 | NOC | Northrop Grumman CORP | 股票-工业 | 1.00% | +0.22% | +0.73% | |
| 32 | GD | General Dynamics CORP | 股票-工业 | 0.98% | +0.09% | +5.08% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.94% | — | +4.16% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.91% | -0.67% | +1.25% | |
| 35 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.88% | -0.23% | +4.94% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.09% | +38.72% | |
| 37 | SO | Southern Co/the | 股票-公用事业 | 0.86% | +0.15% | +4.02% | |
| 38 | CI | THE Cigna Group | 股票-医疗保健 | 0.84% | — | +2.36% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | +0.07% | -6.26% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.81% | — | -8.47% | |
| 41 | P | Everpure Inc-a | 股票-科技 | 0.80% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | — | +14.29% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.77% | — | +4.88% | |
| 44 | UBER | Uber Technologies INC | 股票-工业 | 0.77% | — | +21.92% | |
| 45 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.77% | +0.17% | +4.31% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.74% | — | +0.25% | |
| 47 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.64% | — | -0.74% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | — | +2.87% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.59% | +0.19% | +0.83% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.58% | — | — |