CIK: 0001706766
申报总市值
US$171.2亿
仅显示前 200 大持股（共 609 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.33% | +0.63% | +235100.00% | |
| 2 | SHOP | Shopify INC - Class A | 股票-科技 | 4.25% | — | -16.29% | |
| 3 | RUN | Sunrun INC | 股票-科技 | 3.46% | -0.65% | -13.25% | |
| 4 | W | Wayfair Inc- Class A | 股票-周期性消费 | 2.91% | — | -1.53% | |
| 5 | CRM | Salesforce INC | 股票-科技 | 2.62% | — | +148266.67% | |
| 6 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 1.97% | — | +563.33% | |
| 7 | ADBE | Adobe INC | 股票-科技 | 1.77% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.62% | -1.68% | — | |
| 9 | PFE | Pfizer INC | 股票-医疗保健 | 1.52% | — | — | |
| 10 | OIH | Vaneck Oil Services ETF | ETF-其他 | 1.42% | — | — | |
| 11 | TMUS | T-mobile US INC | 股票-通信服务 | 1.23% | — | +76.98% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.16% | — | — | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.10% | — | -9.56% | |
| 14 | CVNA | Carvana Co | 股票-周期性消费 | 1.07% | +0.31% | +122.70% | |
| 15 | SEDG | Solaredge Technologies INC | 股票-科技 | 1.04% | — | -23.03% | |
| 16 | BIGGQ | Big Lots INC | 股票-其他 | 1.02% | — | — | |
| 17 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.85% | — | — | |
| 18 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 0.81% | — | +0.18% | |
| 19 | AEO | American Eagle Outfitters | 股票-周期性消费 | 0.77% | — | +689.04% | |
| 20 | ENPH | Enphase Energy INC | 股票-科技 | 0.77% | — | -28.77% | |
| 21 | BIIB | Biogen INC | 股票-医疗保健 | 0.77% | — | +113.44% | |
| 22 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.76% | — | +116.38% | |
| 23 | NFLX | Netflix INC | 股票-通信服务 | 0.74% | — | — | |
| 24 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.70% | — | -43.79% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | +7.39% | NEW | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 0.64% | — | +1.43% | |
| 27 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.62% | — | +34.28% | |
| 28 | SNAP | Snap INC - A | 股票-通信服务 | 0.58% | — | +88.88% | |
| 29 | NUS | Nu Skin Enterprises INC - A | 股票-其他 | 0.57% | — | — | |
| 30 | MRTXEUR | Mirati Therapeutics INC | 股票-其他 | 0.56% | — | +60.93% | |
| 31 | TDOC | Teladoc Health INC | 股票-医疗保健 | 0.56% | — | +81.36% | |
| 32 | LBEUR | L Brands INC | 股票-其他 | 0.54% | — | -30.07% | |
| 33 | BNTX | Biontech Se-adr | 股票-其他 | 0.54% | — | +1872.62% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.52% | +0.63% | +100.00% | |
| 35 | BDQM | Albireo Pharma INC | 股票-其他 | 0.52% | — | — | |
| 36 | CWH | Camping World Holdings Inc-a | 股票-其他 | 0.51% | — | +1379.20% | |
| 37 | STNE | StoneCo Ltd. | 股票-其他 | 0.51% | — | -17.74% | |
| 38 | MRNA | Moderna INC | 股票-医疗保健 | 0.51% | — | — | |
| 39 | CNC | Centene CORP | 股票-医疗保健 | 0.49% | — | — | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.49% | — | — | |
| 41 | WIX | Wix.com Ltd. | 股票-科技 | 0.48% | — | -2.05% | |
| 42 | VSLR | Vivint Solar INC | 股票-其他 | 0.48% | — | -32.91% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | — | +31790.00% | |
| 44 | AAL | American Airlines Group INC | 股票-工业 | 0.47% | — | +22.19% | |
| 45 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.46% | — | — | |
| 46 | ANIK | Anika Therapeutics INC | 股票-其他 | 0.45% | — | +203.36% | |
| 47 | EXPE | Expedia Group INC | 股票-周期性消费 | 0.43% | — | +733.33% | |
| 48 | SIXEUR | Six Flags Entertainment CORP | 股票-其他 | 0.42% | — | +148.27% | |
| 49 | ON | On Semiconductor | 股票-科技 | 0.42% | — | +22.01% | |
| 50 | ZM | Zoom Communications INC | 股票-科技 | 0.41% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +4.3% | +235100.00% | 加仓 |
| 2 | CRM | Salesforce INC | +2.6% | +148266.67% | 加仓 |
| 3 | RUN | Sunrun INC | +2% | -13.25% | 减仓 |
| 4 | PTON | Peloton Interactive Inc-a | +1.7% | +563.33% | 加仓 |
| 5 | CVNA | Carvana Co | +0.7% | +122.70% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.7% | +41085.19% | 加仓 |
| 7 | AEO | American Eagle Outfitters | +0.7% | +689.04% | 加仓 |
| 8 | BNTX | Biontech Se-adr | +0.5% | +1872.62% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.5% | +31790.00% | 加仓 |
| 10 | CWH | Camping World Holdings Inc-a | +0.5% | +1379.20% | 加仓 |
| 11 | MLKN | Millerknoll INC | +0.4% | +11808.89% | 加仓 |
| 12 | EXPE | Expedia Group INC | +0.4% | +733.33% | 加仓 |
| 13 | CYTK | Cytokinetics INC | +0.4% | +1142.73% | 加仓 |
| 14 | FISV | Fiserv INC | +0.3% | +994.84% | 加仓 |
| 15 | TMUS | T-mobile US INC | +0.3% | +76.98% | 加仓 |
| 16 | BIIB | Biogen INC | +0.3% | +113.44% | 加仓 |
| 17 | W | Wayfair Inc- Class A | +0.1% | -1.53% | 减仓 |
| 18 | GLPI | Gaming And Leisure Propertie | -0.6% | -99.97% | 减仓 |
| 19 | ZGNXEUR | Zogenix INC | -0.6% | -89.27% | 减仓 |
| 20 | AER | AerCap Holdings N.V. | -0.6% | -56.65% | 减仓 |
| 21 | HLT | Hilton Worldwide Holdings In | -0.8% | -43.79% | 减仓 |
| 22 | ITCIEUR | Intra-cellular Therapies INC | -0.9% | -94.57% | 减仓 |
| 23 | CCXIEUR | Chemocentryx INC | -1.2% | -73.44% | 减仓 |
| 24 | SPG | Simon Property Group INC | -1.2% | -97.21% | 减仓 |
| 25 | BHVN | Biohaven Ltd. | -1.3% | -64.09% | 减仓 |
| 26 | SHOP | Shopify INC - Class A | -2.5% | -16.29% | 减仓 |
| 27 | ADBE | Adobe INC | — | NEW | 新建仓 |
| 28 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 29 | PFE | Pfizer INC | — | NEW | 新建仓 |
| 30 | VUG | Vanguard Growth ETF | — | NEW | 新建仓 |
| 31 | BIGGQ | Big Lots INC | — | NEW | 新建仓 |
| 32 | CHTR | Charter Communications Inc-a | — | NEW | 新建仓 |
| 33 | AMGN | Amgen INC | — | EXIT | 清仓 |
| 34 | NFLX | Netflix INC | — | NEW | 新建仓 |
| 35 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 36 | NUS | Nu Skin Enterprises INC - A | — | NEW | 新建仓 |
| 37 | BDQM | Albireo Pharma INC | — | NEW | 新建仓 |
| 38 | MRNA | Moderna INC | — | NEW | 新建仓 |
| 39 | ELV | Elevance Health INC | — | EXIT | 清仓 |
| 40 | CNC | Centene CORP | — | NEW | 新建仓 |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | 新建仓 |
| 42 | STZ | Constellation Brands Inc-a | — | EXIT | 清仓 |
| 43 | MYOKEUR | Myokardia INC | — | EXIT | 清仓 |
| 44 | IFF | Intl Flavors & Fragrances | — | NEW | 新建仓 |
| 45 | NEWREUR | New Relic INC | — | NEW | 新建仓 |
| 46 | FVRR | Fiverr International Ltd. | — | EXIT | 清仓 |
| 47 | ✓ | Horizon Therapeutics PLC | — | NEW | 新建仓 |
| 48 | IRTC | Irhythm Holdings INC | — | EXIT | 清仓 |
| 49 | COUPEUR | Coupa Software INC | — | EXIT | 清仓 |
| 50 | ACM | Aecom | — | NEW | 新建仓 |