CIK: 0001632551
申报总市值
US$8195.0万
仅显示前 200 大持股（共 503 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 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -1.35% | — | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | +1.15% | — | |
| 3 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.10% | +1.81% | NEW | |
| 4 | ACN | Accenture plc | 股票-科技 | 1.09% | — | — | |
| 5 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.01% | +2.95% | NEW | |
| 6 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.99% | — | — | |
| 7 | EXPE | Expedia Group INC | 股票-周期性消费 | 0.98% | — | — | |
| 8 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | — | — | |
| 9 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.94% | — | +679.22% | |
| 10 | FFIV | F5 INC | 股票-科技 | 0.87% | — | +428.00% | |
| 11 | MMM | 3m Co | 股票-工业 | 0.87% | — | +16.11% | |
| 12 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 0.83% | +0.89% | NEW | |
| 13 | AAPL | Apple INC | 股票-科技 | 0.82% | — | -73.18% | |
| 14 | DAL | Delta Air Lines INC | 股票-工业 | 0.81% | — | — | |
| 15 | NFLX | Netflix INC | 股票-通信服务 | 0.81% | — | +175.00% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.77% | +1.28% | NEW | |
| 17 | OKTA | Okta INC | 股票-科技 | 0.76% | — | — | |
| 18 | PAYX | Paychex INC | 股票-科技 | 0.73% | — | — | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | — | +500.00% | |
| 20 | FERG | Ferguson Enterprises INC | 股票-工业 | 0.71% | — | -17.65% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | -1.75% | EXIT | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.68% | — | +51.58% | |
| 23 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.67% | — | — | |
| 24 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.64% | — | — | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | — | — | |
| 26 | KDP | Keurig Dr Pepper INC | 股票-非周期性消费 | 0.62% | — | — | |
| 27 | CIEN | Ciena CORP | 股票-科技 | 0.61% | — | — | |
| 28 | CCI | Crown Castle INC | 股票-房地产 | 0.61% | — | — | |
| 29 | XYL | Xylem INC | 股票-工业 | 0.60% | — | — | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.59% | — | — | |
| 31 | FTV | Fortive CORP | 股票-科技 | 0.58% | — | — | |
| 32 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.58% | — | — | |
| 33 | NTRA | Natera INC | 股票-医疗保健 | 0.57% | — | — | |
| 34 | GIS | General Mills INC | 股票-非周期性消费 | 0.57% | — | — | |
| 35 | FSLR | First Solar INC | 股票-科技 | 0.55% | — | — | |
| 36 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.54% | — | +520.63% | |
| 37 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.53% | — | +729.59% | |
| 38 | SPGI | S&p Global INC | 股票-金融 | 0.53% | +0.77% | NEW | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +458.06% | |
| 40 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.53% | — | — | |
| 41 | MGM | Mgm Resorts International | 股票-周期性消费 | 0.52% | — | +441.48% | |
| 42 | HALO | Halozyme Therapeutics INC | 股票-医疗保健 | 0.52% | — | +22.79% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | — | |
| 44 | SE | Sea Ltd-adr | 股票-通信服务 | 0.51% | — | +29.91% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | -53.75% | |
| 46 | P | Everpure Inc-a | 股票-科技 | 0.49% | — | — | |
| 47 | EA | Electronic Arts INC | 股票-通信服务 | 0.49% | — | — | |
| 48 | BURL | Burlington Stores INC | 股票-周期性消费 | 0.49% | — | — | |
| 49 | CCK | Crown Holdings INC | 股票-周期性消费 | 0.49% | — | — | |
| 50 | ADSK | Autodesk INC | 股票-科技 | 0.48% | — | — |