CIK: 0001806473
申报总市值
US$2.9亿
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 | AAPL | Apple INC | 股票-科技 | 6.13% | — | -1.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.16% | — | -0.50% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | — | +1.38% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.04% | — | -0.52% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 2.73% | — | -0.46% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.73% | — | +0.43% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.42% | — | -0.61% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 1.86% | — | +0.53% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | — | +0.65% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.59% | — | +0.59% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.47% | — | -2.83% | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.40% | — | +3.94% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | — | +0.91% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | — | +0.52% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.29% | — | +25.16% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.28% | — | +0.03% | |
| 17 | AMT | American Tower CORP | 股票-房地产 | 1.27% | — | -1.30% | |
| 18 | UNP | Union Pacific CORP | 股票-工业 | 1.25% | — | -0.74% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.16% | — | +0.19% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.14% | — | +2.03% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.10% | — | -4.09% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.09% | — | +4.63% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 1.05% | — | +2.69% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.04% | — | +1.55% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.02% | — | +0.05% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.98% | — | +0.49% | |
| 27 | SO | Southern Co/the | 股票-公用事业 | 0.95% | — | -0.10% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事业 | 0.92% | — | -0.41% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.91% | — | -0.43% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.87% | — | +4.94% | |
| 31 | AEP | American Electric Power | 股票-公用事业 | 0.87% | — | -0.89% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.83% | — | +1.17% | |
| 33 | FCT | First Trust Snr Fl Rt INC Ii | 股票-其他 | 0.81% | — | +1.87% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | — | +0.93% | |
| 35 | IRM | Iron Mountain INC | 股票-房地产 | 0.79% | — | +1.96% | |
| 36 | GS | Goldman Sachs Group INC | 股票-金融 | 0.78% | — | +5.86% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 0.76% | — | -0.40% | |
| 38 | TRGP | Targa Resources CORP | 股票-能源 | 0.75% | — | +1.97% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.73% | — | +2.33% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | — | -0.48% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | -5.44% | |
| 42 | PRU | Prudential Financial INC | 股票-金融 | 0.69% | — | +4.50% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +0.12% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | -0.53% | |
| 45 | LIN | Linde plc | 股票-原材料 | 0.63% | — | -0.03% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.58% | — | -0.98% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | — | -1.01% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.56% | — | +0.45% | |
| 49 | KLAC | Kla CORP | 股票-科技 | 0.55% | — | +1.09% | |
| 50 | CMI | Cummins INC | 股票-工业 | 0.54% | — | +0.04% |