CIK: 0001682266
申报总市值
US$16.5亿
仅显示前 200 大持股（共 251 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 | 4.35% | +3.92% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.89% | +3.43% | NEW | |
| 3 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 2.58% | — | +4624.13% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.49% | +3.67% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.24% | — | +513.65% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.23% | +1.35% | NEW | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.17% | — | -55.57% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.95% | +1.91% | NEW | |
| 9 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.91% | — | +21.39% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.80% | +1.15% | NEW | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.61% | +0.93% | NEW | |
| 12 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.54% | — | +21.33% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | +1.41% | NEW | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | +1.64% | NEW | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.49% | +1.41% | NEW | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.42% | +0.86% | NEW | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.37% | — | +56.67% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | +1.85% | NEW | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.32% | +1.08% | NEW | |
| 20 | MOO | Vaneck Agribusiness ETF | ETF-其他 | 1.27% | — | +104.27% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | +1.08% | NEW | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.25% | +0.97% | NEW | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 1.24% | — | +28.66% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.24% | +1.64% | NEW | |
| 25 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.20% | +1.08% | NEW | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.20% | — | +3522.41% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 1.19% | +1.73% | NEW | |
| 28 | MET | Metlife INC | 股票-金融 | 1.17% | — | +18.22% | |
| 29 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.13% | — | -1.38% | |
| 30 | OKE | Oneok INC | 股票-能源 | 1.01% | +0.77% | NEW | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.98% | — | +36.39% | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.95% | +0.91% | NEW | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | +0.75% | NEW | |
| 34 | GS | Goldman Sachs Group INC | 股票-金融 | 0.91% | +1.26% | NEW | |
| 35 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.91% | — | +86.36% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.89% | — | +3.17% | |
| 37 | WM | Waste Management INC | 股票-工业 | 0.88% | — | -10.28% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.88% | — | +1.33% | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 0.82% | — | +8.67% | |
| 40 | KR | Kroger Co | 股票-非周期性消费 | 0.81% | — | +1.33% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.80% | — | +101.91% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.80% | — | +3.71% | |
| 43 | GD | General Dynamics CORP | 股票-工业 | 0.80% | — | +0.31% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.77% | — | -1.06% | |
| 45 | NUE | Nucor CORP | 股票-原材料 | 0.76% | — | -1.25% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.76% | — | -0.05% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | +63.17% | |
| 48 | FTNT | Fortinet INC | 股票-科技 | 0.73% | — | +2.09% | |
| 49 | CMI | Cummins INC | 股票-工业 | 0.72% | +0.80% | NEW | |
| 50 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.70% | — | -0.39% |