CIK: 0001832187
申报总市值
US$2.1亿
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 9.54% | — | -7.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.15% | — | -5.66% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 6.29% | — | — | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.35% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.47% | — | — | |
| 6 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 4.34% | — | — | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.91% | — | — | |
| 8 | GE | General Electric | 股票-工业 | 3.86% | — | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.71% | — | — | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 3.60% | — | — | |
| 11 | CRM | Salesforce INC | 股票-科技 | 3.44% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.40% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.33% | — | — | |
| 14 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 3.29% | — | +19.23% | |
| 15 | ROP | Roper Technologies INC | 股票-科技 | 3.03% | — | — | |
| 16 | NOW | Servicenow INC | 股票-科技 | 2.96% | — | — | |
| 17 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 2.64% | — | +20.51% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.55% | — | — | |
| 19 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.54% | — | — | |
| 20 | MRVL | Marvell Technology INC | 股票-科技 | 1.92% | — | — | |
| 21 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.81% | — | — | |
| 22 | ✓ | NXP semi | 股票-其他 | 1.81% | — | — | |
| 23 | ADBE | Adobe INC | 股票-科技 | 1.68% | — | — | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.63% | — | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | — | — | |
| 26 | TDY | Teledyne Technologies INC | 股票-科技 | 1.37% | — | -16.13% | |
| 27 | ON | On Semiconductor | 股票-科技 | 1.32% | — | — | |
| 28 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.30% | — | — | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.03% | — | — | |
| 30 | SNOW | Snowflake INC | 股票-科技 | 0.94% | — | — | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.88% | — | — | |
| 32 | DHR | Danaher CORP | 股票-医疗保健 | 0.64% | — | — | |
| 33 | NET | Cloudflare INC - Class A | 股票-科技 | 0.59% | — | — | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.47% | — | — | |
| 35 | AAPL | Apple INC | 股票-科技 | 0.33% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | -14.29% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.12% | — | — |