CIK: 0001682266
申报总市值
US$16.5亿
仅显示前 200 大持股（共 221 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 | POWL | Powell Industries INC | 股票-工业 | 5.52% | +16.79% | NEW | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.36% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.96% | +3.43% | NEW | |
| 4 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 3.62% | — | +8604.98% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.41% | +1.35% | NEW | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 2.26% | +1.15% | NEW | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.06% | +1.85% | NEW | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.03% | +1.64% | NEW | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.94% | +1.41% | NEW | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.78% | — | -0.93% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.76% | +0.97% | NEW | |
| 12 | TGT | Target CORP | 股票-周期性消费 | 1.63% | — | +3.50% | |
| 13 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.59% | — | -9.93% | |
| 14 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.58% | — | -1.37% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.54% | — | -29.35% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.40% | +1.73% | NEW | |
| 17 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.40% | — | +0.86% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.36% | +1.39% | NEW | |
| 19 | DE | Deere & Co | 股票-工业 | 1.28% | — | -0.68% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 1.27% | — | +1.64% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | +1.64% | NEW | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.21% | +1.08% | NEW | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.20% | — | +2.24% | |
| 24 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.17% | — | -1.85% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.12% | — | -0.97% | |
| 26 | NUE | Nucor CORP | 股票-原材料 | 1.09% | — | +0.13% | |
| 27 | ACI | Albertsons Cos INC - Class A | 股票-非周期性消费 | 1.08% | — | — | |
| 28 | GS | Goldman Sachs Group INC | 股票-金融 | 1.08% | +1.26% | NEW | |
| 29 | ADBE | Adobe INC | 股票-科技 | 1.05% | — | -14.72% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.93% | NEW | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | — | +8.61% | |
| 32 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.99% | — | +2.66% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.98% | — | -5.12% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | +1.08% | NEW | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.96% | — | +1.18% | |
| 36 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.95% | — | — | |
| 37 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.92% | — | +3.90% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.88% | — | -9.22% | |
| 39 | FTNT | Fortinet INC | 股票-科技 | 0.86% | — | +3.41% | |
| 40 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.83% | — | +702.59% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | — | +1.47% | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.80% | — | +2.31% | |
| 43 | DOW | Dow INC | 股票-原材料 | 0.79% | — | -0.05% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | +0.93% | NEW | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.76% | +0.75% | NEW | |
| 46 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.76% | +0.91% | NEW | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.75% | +0.86% | NEW | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.74% | +0.90% | NEW | |
| 49 | BLKCHF | Blackrock INC | 股票-其他 | 0.73% | — | -17.71% | |
| 50 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.71% | — | — |