CIK: 0001677443
申报总市值
US$1.8亿
| # | 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 18.58% | -2.89% | -9.26% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.55% | -2.07% | +15.70% | |
| 3 | ✓ | 股票-其他 | 5.88% | — | +44.94% | ||
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.38% | -0.82% | +3.78% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 4.80% | — | +16.84% | |
| 6 | VZ | Verizon Communications INC | 股票-通信服务 | 4.46% | -0.21% | +2.79% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.49% | +0.06% | +785.99% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 3.20% | — | +5.88% | |
| 9 | PANW | Palo Alto Networks INC | 股票-科技 | 3.09% | +3.13% | NEW | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 3.09% | — | -19.10% | |
| 11 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 3.03% | — | -0.15% | |
| 12 | AAPL | Apple INC | 股票-科技 | 3.02% | — | +23.43% | |
| 13 | T | At&t INC | 股票-通信服务 | 2.94% | +0.33% | +7.80% | |
| 14 | CELG | Celgene CORP | 股票-其他 | 2.84% | — | — | |
| 15 | MCK | Mckesson CORP | 股票-医疗保健 | 2.68% | — | — | |
| 16 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.59% | — | — | |
| 17 | ILMN | Illumina INC | 股票-医疗保健 | 2.51% | — | — | |
| 18 | ✓ | Whole Foods Mkt INC | 股票-其他 | 2.40% | — | -0.64% | |
| 19 | AAL | American Airlines Group INC | 股票-工业 | 2.19% | — | +23.34% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 2.15% | — | -4.74% | |
| 21 | FDX | Fedex CORP | 股票-工业 | 2.10% | — | -0.39% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.68% | — | -23.70% | |
| 23 | UAA | Under Armour Inc-class A | 股票-周期性消费 | 1.58% | — | -0.19% | |
| 24 | MO | Altria Group INC | 股票-非周期性消费 | 1.51% | +0.03% | +2052.55% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.42% | — | -0.82% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | — | +56.18% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.24% | +0.51% | |
| 28 | PBCTEUR | People's United Financial | 股票-其他 | 0.48% | — | — | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | +0.09% | -4.75% | |
| 30 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.20% | — | +3.13% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.10% | -41.81% | |
| 32 | ✓ | Northstar Realty Finance | 股票-其他 | 0.13% | — | — | |
| 33 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.13% | — | — | |
| 34 | DAL | Delta Air Lines INC | 股票-工业 | 0.13% | — | — | |
| 35 | AXP | American Express Co | 股票-金融 | 0.11% | — | -29.63% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.10% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.09% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.09% | +0.02% | +30.00% | |
| 39 | TWXCHF | Time Warner INC | 股票-其他 | 0.08% | — | -4.20% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.07% | — | — | |
| 41 | TBT | Proshares Ultrashort 20+y Tr | ETF-其他 | 0.07% | — | — | |
| 42 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.07% | +1.15% | NEW | |
| 43 | D | Dominion Energy INC | 股票-公用事业 | 0.07% | +0.03% | NEW | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.07% | +0.03% | NEW | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.06% | +0.25% | NEW | |
| 46 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 0.06% | — | — | |
| 47 | IHE | Ishares US Pharmaceuticals E | ETF-其他 | 0.06% | — | — | |
| 48 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.06% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.06% | — | +115.04% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.06% | — | +16.96% |