CIK: 0001677443
申报总市值
US$1.8亿
仅显示前 200 大持股（共 206 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 18.99% | -2.89% | -22.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.29% | -2.07% | +19.36% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 7.67% | +0.06% | -11.60% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.16% | -0.82% | -6.45% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.51% | — | -6.09% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.17% | -0.59% | -6.33% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.72% | +0.62% | -54.20% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 4.69% | — | -5.66% | |
| 9 | WDAY | Workday Inc-class A | 股票-科技 | 3.11% | -0.19% | — | |
| 10 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 3.03% | +0.10% | — | |
| 11 | RTN1USD | Raytheon Company | 股票-其他 | 2.84% | -0.39% | -27.58% | |
| 12 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.77% | -0.05% | +1733.85% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 2.64% | -0.21% | -2.84% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.34% | -0.19% | -5.73% | |
| 15 | TWLO | Twilio INC - A | 股票-科技 | 2.03% | +0.54% | — | |
| 16 | UL | Unilever PLC | 股票-非周期性消费 | 2.02% | -0.18% | -35.95% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.54% | -0.33% | -12.15% | |
| 18 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.00% | -1.00% | EXIT | |
| 19 | MS | Morgan Stanley | 股票-金融 | 0.79% | — | -9.77% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.77% | -0.07% | +0.34% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.51% | +0.33% | -32.27% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | +0.02% | — | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | -1.67% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.31% | — | -1.27% | |
| 25 | COP | Conocophillips | 股票-能源 | 0.30% | — | -16.13% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.27% | — | +4.88% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | +0.05% | +2.64% | |
| 28 | HON | Honeywell International INC | 股票-工业 | 0.24% | — | +2.05% | |
| 29 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.22% | — | — | |
| 30 | PBCTEUR | People's United Financial | 股票-其他 | 0.22% | — | -4.41% | |
| 31 | PPHMEUR | Avid Bioservices INC | 股票-其他 | 0.22% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.10% | -17.79% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.20% | — | — | |
| 34 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.19% | — | +0.17% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.16% | +0.07% | — | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.16% | — | -5.02% | |
| 37 | CDEVEUR | Centennial Resource Develo-a | 股票-其他 | 0.15% | -0.15% | EXIT | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.14% | — | +2.18% | |
| 39 | NSC | Norfolk Southern CORP | 股票-工业 | 0.14% | — | — | |
| 40 | WPC | Wp Carey INC | 股票-房地产 | 0.14% | -0.14% | EXIT | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.12% | — | — | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.12% | — | — | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.11% | — | +2.80% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.10% | +0.24% | -97.84% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.09% | — | +2.94% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.09% | — | — | |
| 47 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.08% | +0.02% | — | |
| 48 | PYPL | Paypal Holdings INC | 股票-金融 | 0.08% | +2.37% | +48.00% | |
| 49 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.08% | -0.06% | -34.48% | |
| 50 | WP | Worldpay Inc-class A | 股票-其他 | 0.08% | -0.08% | EXIT |