CIK: 0001962382
申报总市值
US$2.3亿
| # | 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 | DHI | Dr Horton INC | 股票-周期性消费 | 10.83% | +0.06% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.64% | -1.71% | +0.36% | |
| 3 | ACN | Accenture plc | 股票-科技 | 7.13% | -0.95% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 6.69% | -0.01% | -2.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.92% | -1.90% | — | |
| 6 | J | Jacobs Solutions INC | 股票-工业 | 5.43% | +0.12% | — | |
| 7 | ETN | Eaton Corporation plc | 股票-工业 | 4.82% | +0.92% | — | |
| 8 | HON | Honeywell International INC | 股票-工业 | 4.76% | +0.75% | -1.70% | |
| 9 | KNX | Knight-swift Transportation | 股票-工业 | 4.47% | +0.37% | -0.14% | |
| 10 | ✓ | Oracle Corporation | 股票-其他 | 4.04% | — | +10.98% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 3.99% | +0.31% | — | |
| 12 | PH | Parker Hannifin CORP | 股票-工业 | 3.64% | -0.81% | +1.98% | |
| 13 | PAYX | Paychex INC | 股票-科技 | 3.58% | -0.31% | +3.57% | |
| 14 | CMI | Cummins INC | 股票-工业 | 3.51% | -1.44% | — | |
| 15 | ✓ | Medtronic plc | 股票-其他 | 3.33% | — | +0.65% | |
| 16 | INTU | Intuit INC | 股票-科技 | 2.98% | -0.45% | -3.18% | |
| 17 | FISV | Fiserv INC | 股票-其他 | 2.95% | +2.91% | — | |
| 18 | SYK | Stryker CORP | 股票-医疗保健 | 2.92% | +0.01% | -7.57% | |
| 19 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.88% | -0.24% | +0.76% | |
| 20 | DOV | Dover CORP | 股票-工业 | 2.78% | +0.23% | +2.19% | |
| 21 | DOX | Amdocs Limited | 股票-科技 | 1.33% | -0.17% | — | |
| 22 | ARW | Arrow Electronics INC | 股票-科技 | 1.19% | +0.30% | +8.17% | |
| 23 | GLW | Corning INC | 股票-科技 | 1.06% | +0.13% | -0.34% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.13% | +0.15% | — |