CIK: 0002005380
申报总市值
US$2.6亿
仅显示前 200 大持股（共 231 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 | 5.66% | -0.56% | -1.93% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.12% | -0.27% | -0.65% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.62% | -1.48% | |
| 4 | ACN | Accenture plc | 股票-科技 | 1.78% | -0.22% | -0.58% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.35% | — | +18.41% | |
| 6 | FTA | First Trust L C Val Alp | ETF-其他 | 1.34% | +0.10% | +30.09% | |
| 7 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.32% | -0.16% | +0.60% | |
| 8 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.31% | -0.17% | -0.87% | |
| 9 | CAT | Caterpillar INC | 股票-工业 | 1.29% | +0.31% | -0.64% | |
| 10 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.27% | — | — | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.18% | +0.30% | -9.94% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.15% | — | +0.27% | |
| 13 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.09% | — | +5.32% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.35% | +3.62% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | — | -8.21% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 1.03% | — | +10.97% | |
| 17 | ADI | Analog Devices INC | 股票-科技 | 1.02% | +0.18% | +0.31% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.98% | — | -1.10% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 0.91% | -0.26% | +3.04% | |
| 20 | BRO | Brown & Brown INC | 股票-金融 | 0.91% | -0.29% | -1.43% | |
| 21 | WSO | Watsco INC | 股票-工业 | 0.91% | — | +1.04% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.90% | +0.11% | +37.92% | |
| 23 | LIN | Linde plc | 股票-原材料 | 0.88% | +0.13% | +1.49% | |
| 24 | CARR | Carrier Global CORP | 股票-工业 | 0.88% | — | -3.45% | |
| 25 | RSG | Republic Services INC | 股票-工业 | 0.88% | — | +2.32% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.15% | -2.29% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.24% | -9.22% | |
| 28 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.81% | — | +3.88% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.81% | — | +12.93% | |
| 30 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.79% | +0.14% | +22.49% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | — | -1.92% | |
| 32 | BR | Broadridge Financial Solutio | 股票-科技 | 0.73% | -0.17% | -0.21% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.72% | — | +0.69% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.09% | -2.73% | |
| 35 | KKR | Kkr & Co INC | 股票-金融 | 0.70% | -0.16% | -1.10% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | -0.06% | |
| 37 | OKE | Oneok INC | 股票-能源 | 0.68% | +0.09% | +0.11% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.68% | — | +3.34% | |
| 39 | ELV | Elevance Health INC | 股票-医疗保健 | 0.67% | — | +4.29% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.66% | — | -0.74% | |
| 41 | FTGC | First Trust Global Tactical | ETF-其他 | 0.66% | +0.19% | +7.49% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | — | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.64% | — | +0.94% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | -0.42% | |
| 45 | GS | Goldman Sachs Group INC | 股票-金融 | 0.60% | — | -1.06% | |
| 46 | LNTH | Lantheus Holdings INC | 股票-医疗保健 | 0.60% | — | -5.21% | |
| 47 | CGGO | Cap Group Global Growth | ETF-其他 | 0.59% | — | +8.63% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | +0.12% | -7.61% | |
| 49 | STE | STERIS plc | 股票-医疗保健 | 0.59% | — | -0.27% | |
| 50 | WELL | Welltower INC | 股票-房地产 | 0.58% | — | +0.01% |