CIK: 0001800453
申报总市值
US$1.9亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.76% | — | +19.95% | |
| 2 | ✓ | Nikola CORP | 股票-其他 | 7.02% | — | — | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.27% | — | +32.83% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.09% | — | +22.95% | |
| 5 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 2.68% | — | +9.14% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.49% | — | +9.91% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.38% | — | -1.81% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | — | +7.96% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.33% | — | +26.73% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.31% | — | +25.11% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.12% | — | +7.44% | |
| 12 | VDE | Vanguard Energy ETF | ETF-其他 | 2.03% | — | +24.59% | |
| 13 | GD | General Dynamics CORP | 股票-工业 | 1.93% | — | +5.59% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | — | +9.52% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.92% | — | -11.94% | |
| 16 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 1.91% | — | -16.03% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.77% | — | +8.39% | |
| 18 | WM | Waste Management INC | 股票-工业 | 1.77% | — | +8.98% | |
| 19 | DHR | Danaher CORP | 股票-医疗保健 | 1.72% | — | +6.75% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | — | +10.77% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 1.68% | — | +2.91% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | — | +9.79% | |
| 23 | DDOG | Datadog INC - Class A | 股票-科技 | 1.64% | — | +5.39% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.62% | — | +12.10% | |
| 25 | VFH | Vanguard Financials ETF | ETF-其他 | 1.59% | — | +32.53% | |
| 26 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.58% | — | +11.11% | |
| 27 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 1.58% | — | +11.27% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 1.57% | — | +8.47% | |
| 29 | WSO | Watsco INC | 股票-工业 | 1.53% | — | +12.63% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 1.53% | — | +10.41% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.45% | — | +17.27% | |
| 32 | MDB | Mongodb INC | 股票-科技 | 1.45% | — | +7.24% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 1.45% | — | +9.94% | |
| 34 | IQLT | Ishares Msci International Q | ETF-其他 | 1.43% | — | +16.04% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | — | +10.83% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.29% | — | +13.66% | |
| 37 | SNOW | Snowflake INC | 股票-科技 | 1.26% | — | +14.24% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.25% | — | +50.92% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 1.24% | — | +5.30% | |
| 40 | ZS | Zscaler INC | 股票-科技 | 1.17% | — | +8.20% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工业 | 1.16% | — | — | |
| 42 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 1.15% | — | +6.49% | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.12% | — | +5.96% | |
| 44 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.08% | — | +9.58% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 1.07% | — | +11.31% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.98% | — | +14.25% | |
| 47 | PANW | Palo Alto Networks INC | 股票-科技 | 0.98% | — | +37.16% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | — | +10.53% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | — | — | |
| 50 | RUN | Sunrun INC | 股票-科技 | 0.88% | — | +202.29% |