CIK: 0001634865
申报总市值
US$2.5亿
仅显示前 200 大持股（共 215 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 | NTES | Netease Inc-adr | 股票-通信服务 | 3.23% | — | -2.85% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.67% | +0.15% | +0.45% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 2.44% | -0.04% | -4.60% | |
| 4 | FXR | First Trust Indst/producers | ETF-其他 | 2.39% | +0.02% | +0.51% | |
| 5 | AVGO | Broadcom Inc. | 股票-科技 | 2.37% | — | -5.97% | |
| 6 | XPO | Xpo INC | 股票-工业 | 2.34% | -0.33% | -2.02% | |
| 7 | ARKK | Ark Innovation ETF | ETF-其他 | 2.26% | +0.32% | +2.94% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 2.08% | — | -0.12% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 2.04% | — | +1.43% | |
| 10 | NOW | Servicenow INC | 股票-科技 | 2.01% | +0.29% | -4.88% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.90% | +0.44% | -1.67% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.84% | -0.02% | +1.99% | |
| 13 | ABMDEUR | Abiomed INC | 股票-其他 | 1.81% | — | -7.61% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.66% | — | +7.82% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 1.66% | — | +29.50% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.61% | — | +1.22% | |
| 17 | FXH | First Trust Health Care Alph | ETF-其他 | 1.51% | -0.04% | +1.01% | |
| 18 | OLED | Universal Display CORP | 股票-科技 | 1.47% | +0.05% | +21.13% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.42% | -0.40% | +23.75% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.42% | +0.01% | +7.84% | |
| 21 | BMO | Bank Of Montreal | 股票-金融 | 1.36% | -0.02% | +0.37% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.23% | +0.01% | +2.55% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.19% | -0.02% | +2.56% | |
| 24 | UL | Unilever PLC | 股票-非周期性消费 | 1.16% | — | +2.80% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | +0.21% | -52.24% | |
| 26 | AWR | American States Water Co | 股票-公用事业 | 1.13% | — | +0.16% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.08% | — | -3.35% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.02% | — | -0.87% | |
| 29 | STWD | Starwood Property Trust INC | 股票-房地产 | 1.00% | +0.02% | +1.39% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +1.26% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.91% | — | +5.10% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.91% | — | -0.18% | |
| 33 | STMP | Stamps.com INC | 股票-其他 | 0.91% | -0.22% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.90% | — | +0.01% | |
| 35 | SHOP | Shopify INC - Class A | 股票-科技 | 0.89% | +0.12% | NEW | |
| 36 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.88% | +0.12% | -14.77% | |
| 37 | EMR | Emerson Electric Co | 股票-工业 | 0.85% | — | +0.19% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.83% | — | +0.40% | |
| 39 | TMUS | T-mobile US INC | 股票-通信服务 | 0.83% | — | -2.37% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.82% | — | -6.63% | |
| 41 | PRU | Prudential Financial INC | 股票-金融 | 0.80% | — | +1.70% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.74% | +0.10% | -20.32% | |
| 43 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-避险与商品 | 0.73% | — | +13.54% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | +0.27% | +156.90% | |
| 45 | GM | General Motors Co | 股票-周期性消费 | 0.72% | — | -3.54% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.71% | +0.12% | +0.27% | |
| 47 | LUV | Southwest Airlines Co | 股票-工业 | 0.64% | — | -1.62% | |
| 48 | FFIV | F5 INC | 股票-科技 | 0.62% | — | -6.00% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.61% | — | +0.01% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | — | -14.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABMDEUR | Abiomed INC | +0.6% | -7.61% | 减仓 |
| 2 | AMZN | Amazon.com INC | +0.5% | +156.90% | 加仓 |
| 3 | NOW | Servicenow INC | +0.4% | -4.88% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +23.75% | 加仓 |
| 5 | NFLX | Netflix INC | +0.3% | +0.27% | 加仓 |
| 6 | VZ | Verizon Communications INC | +0.3% | +29.50% | 加仓 |
| 7 | XPO | Xpo INC | +0.2% | -2.02% | 减仓 |
| 8 | ARKK | Ark Innovation ETF | +0.2% | +2.94% | 加仓 |
| 9 | MU | Micron Technology INC | +0.1% | +63.65% | 加仓 |
| 10 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +7.82% | 加仓 |
| 11 | PANW | Palo Alto Networks INC | +0.1% | — | 不变 |
| 12 | VEEV | Veeva Systems Inc-class A | +0.1% | -14.77% | 减仓 |
| 13 | GVIP | Gold Sachs Hedge Ind Vip ETF | +0.1% | +13.54% | 加仓 |
| 14 | LUV | Southwest Airlines Co | -0.1% | -1.62% | 减仓 |
| 15 | AWR | American States Water Co | -0.1% | +0.16% | 加仓 |
| 16 | NVDA | Nvidia CORP | -0.1% | -50.45% | 减仓 |
| 17 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -20.32% | 减仓 |
| 18 | GM | General Motors Co | -0.1% | -3.54% | 减仓 |
| 19 | PG | Procter & Gamble Co/the | -0.1% | +1.26% | 加仓 |
| 20 | EXK | Exact Sciences CORP | -0.2% | -22.33% | 减仓 |
| 21 | HRL | Hormel Foods CORP | -0.2% | -29.33% | 减仓 |
| 22 | TSLA | Tesla INC | -0.2% | -14.93% | 减仓 |
| 23 | ✓ | Mallinckrodt PLC | -0.3% | -22.85% | 减仓 |
| 24 | AVGO | Broadcom Inc. | -0.4% | -5.97% | 减仓 |
| 25 | OLED | Universal Display CORP | -0.6% | +21.13% | 加仓 |
| 26 | NTES | Netease Inc-adr | -0.8% | -2.85% | 减仓 |
| 27 | META | Meta Platforms Inc-class A | -1.5% | -52.24% | 减仓 |
| 28 | STMP | Stamps.com INC | — | NEW | 新建仓 |
| 29 | GWW | Ww Grainger INC | — | NEW | 新建仓 |
| 30 | FANG | Diamondback Energy INC | — | NEW | 新建仓 |
| 31 | CRUS | Cirrus Logic INC | — | EXIT | 清仓 |
| 32 | ALGN | Align Technology INC | — | NEW | 新建仓 |
| 33 | RL | Ralph Lauren CORP | — | EXIT | 清仓 |
| 34 | MS | Morgan Stanley | — | NEW | 新建仓 |
| 35 | CRH | CRH plc | — | EXIT | 清仓 |
| 36 | HUBS | Hubspot INC | — | NEW | 新建仓 |
| 37 | PNC | Pnc Financial Services Group | — | NEW | 新建仓 |
| 38 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 39 | ✓ | Fuchs Petrolub Se Ord | — | EXIT | 清仓 |
| 40 | GS F PERP A | Goldman Sachs Group INC | — | EXIT | 清仓 |
| 41 | BKNG | Booking Holdings INC | — | NEW | 新建仓 |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新建仓 |
| 43 | DD | DuPont de Nemours, Inc. | — | EXIT | 清仓 |
| 44 | CTAS | Cintas CORP | — | EXIT | 清仓 |
| 45 | SKAA | Skechers USA Inc-cl A | — | EXIT | 清仓 |
| 46 | COP | Conocophillips | — | EXIT | 清仓 |
| 47 | USX1 | United States Steel CORP | — | EXIT | 清仓 |
| 48 | ✓ | ETF Managers Tr | — | NEW | 新建仓 |
| 49 | KMB | Kimberly-clark CORP | — | EXIT | 清仓 |
| 50 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建仓 |