CIK: 0001840565
申报总市值
US$4.1亿
仅显示前 200 大持股（共 547 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 | SNOW | Snowflake INC | 股票-科技 | 3.49% | — | -0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.57% | -4.48% | |
| 3 | TDY | Teledyne Technologies INC | 股票-科技 | 3.33% | — | +0.02% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.58% | — | -4.57% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.50% | -0.28% | -0.83% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.16% | +0.18% | +13.74% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.75% | +0.37% | -2.27% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | +0.15% | -17.04% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | -0.16% | +2.85% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.25% | -13.01% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.37% | — | +3.10% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.19% | -4.43% | |
| 13 | NFLX | Netflix INC | 股票-通信服务 | 1.22% | — | +0.32% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | -0.13% | -3.66% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 1.15% | -0.17% | +13.61% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | -0.14% | +0.32% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.06% | -0.34% | -4.79% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | +3.94% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 0.85% | -0.15% | -10.45% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | +0.36% | +1.02% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.72% | — | -4.44% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 0.71% | — | -6.86% | |
| 23 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.71% | — | -0.39% | |
| 24 | ADSK | Autodesk INC | 股票-科技 | 0.69% | — | -8.36% | |
| 25 | BA | Boeing Co/the | 股票-工业 | 0.69% | — | +5.55% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.69% | — | +0.59% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | -1.50% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.68% | — | +4.42% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | — | -1.43% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.67% | — | +4.77% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.13% | -3.88% | |
| 32 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.66% | — | +8.85% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +4.56% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.62% | — | +6.10% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | — | -5.60% | |
| 36 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 0.61% | — | — | |
| 37 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.58% | — | +3.62% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -2.45% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | +4.80% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.51% | — | +0.74% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | +0.15% | +4.53% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | +3.34% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.49% | — | +2.13% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.48% | — | -1.03% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | — | -1.59% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.48% | — | +3.22% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.46% | — | +50.25% | |
| 48 | NOW | Servicenow INC | 股票-科技 | 0.45% | — | -1.50% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | -0.11% | +8.50% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.45% | — | +0.15% |