CIK: 0002005380
申报总市值
US$2.6亿
仅显示前 200 大持股（共 249 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 | 5.43% | -0.56% | -3.53% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.05% | -0.27% | +0.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.62% | +2.64% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.58% | +0.11% | +15.78% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.35% | — | +5.60% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.34% | -0.16% | +1.86% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.34% | — | +3.56% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | — | +4.61% | |
| 9 | FTA | First Trust L C Val Alp | ETF-其他 | 1.29% | +0.10% | +4.99% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 1.28% | -0.35% | +2.67% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.15% | -0.22% | -0.94% | |
| 12 | RSG | Republic Services INC | 股票-工业 | 1.11% | — | +2.74% | |
| 13 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.10% | — | +0.01% | |
| 14 | CGGO | Cap Group Global Growth | ETF-其他 | 1.00% | — | +10.23% | |
| 15 | CAT | Caterpillar INC | 股票-工业 | 0.96% | +0.31% | -12.85% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.95% | +0.14% | +11.31% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.90% | +0.30% | -0.45% | |
| 18 | BRO | Brown & Brown INC | 股票-金融 | 0.89% | -0.29% | +2.55% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 0.88% | — | +2.94% | |
| 20 | FTCS | First Trust Capital Strength | ETF-其他 | 0.88% | — | +9.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.86% | — | +26.05% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | -0.12% | +1.72% | |
| 23 | LIN | Linde plc | 股票-原材料 | 0.84% | +0.13% | +5.88% | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 0.82% | -0.26% | +4.74% | |
| 25 | ADI | Analog Devices INC | 股票-科技 | 0.81% | +0.18% | -16.69% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | — | -10.47% | |
| 27 | IFV | First Trust Dw Focus 5 Intl | ETF-其他 | 0.79% | — | +8.10% | |
| 28 | CGUS | Cap Group Core Equity | ETF-其他 | 0.78% | — | +15.42% | |
| 29 | WSO | Watsco INC | 股票-工业 | 0.77% | — | +4.08% | |
| 30 | CARR | Carrier Global CORP | 股票-工业 | 0.75% | — | +4.47% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | -0.09% | +2.31% | |
| 32 | SYK | Stryker CORP | 股票-医疗保健 | 0.72% | — | +8.35% | |
| 33 | BR | Broadridge Financial Solutio | 股票-科技 | 0.71% | -0.17% | -0.01% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.70% | — | +0.88% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.11% | +19.38% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | +0.12% | +4.07% | |
| 37 | INTU | Intuit INC | 股票-科技 | 0.67% | -0.36% | +5.41% | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.67% | — | +15.18% | |
| 39 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.67% | — | +12.68% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +5.72% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | +0.15% | |
| 42 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.64% | — | -0.31% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.24% | +0.46% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.63% | — | +4.57% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | — | +0.21% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.62% | — | +0.10% | |
| 47 | CGIE | Cap Group Intl Equity | ETF-其他 | 0.62% | — | +11.11% | |
| 48 | KKR | Kkr & Co INC | 股票-金融 | 0.61% | -0.16% | +0.11% | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.60% | — | +10.28% | |
| 50 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.59% | — | +6.03% |