CIK: 0002005380
申报总市值
US$2.6亿
仅显示前 200 大持股（共 218 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.22% | -0.56% | -0.11% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.22% | -0.27% | -0.43% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.62% | -0.09% | |
| 4 | ACN | Accenture plc | 股票-科技 | 1.73% | -0.22% | -3.19% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 1.56% | +0.30% | +1.33% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.36% | -0.16% | +0.43% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | — | +764.73% | |
| 8 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.29% | -0.17% | -5.21% | |
| 9 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.24% | — | -0.05% | |
| 10 | CAT | Caterpillar INC | 股票-工业 | 1.24% | +0.31% | -0.44% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.17% | — | +3.90% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 1.16% | -0.26% | +18.60% | |
| 13 | ADI | Analog Devices INC | 股票-科技 | 1.13% | +0.18% | +1.27% | |
| 14 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.11% | — | +4.54% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.10% | — | +1.44% | |
| 16 | FTA | First Trust L C Val Alp | ETF-其他 | 1.07% | +0.10% | +8.61% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.24% | +1.30% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 0.98% | -0.35% | +0.83% | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 0.97% | — | +0.30% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.96% | — | +2.96% | |
| 21 | WSO | Watsco INC | 股票-工业 | 0.95% | — | +1.08% | |
| 22 | RSG | Republic Services INC | 股票-工业 | 0.93% | — | +3.25% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.93% | — | -7.01% | |
| 24 | LIN | Linde plc | 股票-原材料 | 0.90% | +0.13% | +0.86% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.15% | +0.37% | |
| 26 | BRO | Brown & Brown INC | 股票-金融 | 0.90% | -0.29% | +0.12% | |
| 27 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.82% | — | +0.28% | |
| 28 | CARR | Carrier Global CORP | 股票-工业 | 0.80% | — | +0.49% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | — | -0.67% | |
| 30 | ELV | Elevance Health INC | 股票-医疗保健 | 0.76% | — | +1.44% | |
| 31 | BR | Broadridge Financial Solutio | 股票-科技 | 0.75% | -0.17% | -0.01% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | +1.76% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.72% | — | +1.24% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.09% | +1.46% | |
| 35 | FTGC | First Trust Global Tactical | ETF-其他 | 0.69% | +0.19% | -4.16% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | +0.12% | +1.70% | |
| 37 | OKE | Oneok INC | 股票-能源 | 0.68% | +0.09% | +0.58% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.67% | +0.11% | -9.87% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.67% | — | — | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.67% | — | -1.88% | |
| 41 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.66% | +0.14% | +9.67% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.65% | — | +3.91% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | -0.12% | +0.93% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +3.28% | |
| 45 | KKR | Kkr & Co INC | 股票-金融 | 0.64% | -0.16% | -0.15% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.62% | — | -0.49% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | -4.92% | |
| 48 | INTU | Intuit INC | 股票-科技 | 0.61% | -0.36% | +1.72% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.60% | — | +1.99% | |
| 50 | STE | STERIS plc | 股票-医疗保健 | 0.60% | — | -0.29% |