CIK: 0001874068
申报总市值
US$2.0亿
| # | 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 | PYPL | Paypal Holdings INC | 股票-金融 | 6.32% | — | — | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.42% | — | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.39% | — | — | |
| 4 | NUV | Nuveen Municipal Value | 股票-其他 | 3.94% | — | — | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.93% | — | — | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.19% | — | — | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 3.01% | — | — | |
| 8 | IXC | Ishares Global Energy ETF | ETF-其他 | 2.82% | — | — | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.67% | — | — | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | — | — | |
| 11 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 2.22% | — | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | — | — | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.91% | — | — | |
| 14 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 1.91% | — | — | |
| 15 | CRSP | CRISPR Therapeutics AG | 股票-医疗保健 | 1.88% | — | — | |
| 16 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 1.58% | — | — | |
| 17 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.51% | — | — | |
| 18 | SO | Southern Co/the | 股票-公用事业 | 1.50% | — | — | |
| 19 | T | At&t INC | 股票-通信服务 | 1.45% | — | — | |
| 20 | NIO | Nio INC - Adr | 股票-周期性消费 | 1.44% | — | — | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.42% | — | — | |
| 22 | ROKU | Roku INC | 股票-通信服务 | 1.39% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | — | — | |
| 24 | SKYY | First Trust Cloud Computing | ETF-其他 | 1.35% | — | — | |
| 25 | AKAM | Akamai Technologies INC | 股票-科技 | 1.34% | — | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.29% | — | — | |
| 27 | O | Realty Income CORP | 股票-房地产 | 1.27% | — | — | |
| 28 | NVCR | NovoCure Limited | 股票-医疗保健 | 1.20% | — | — | |
| 29 | D | Dominion Energy INC | 股票-公用事业 | 1.18% | — | — | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.15% | — | — | |
| 31 | TLS | Telos Corporation | 股票-其他 | 1.14% | — | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | — | — | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 1.05% | — | — | |
| 34 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.05% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 1.03% | — | — | |
| 36 | GIS | General Mills INC | 股票-非周期性消费 | 0.99% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | — | — | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.94% | — | — | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.89% | — | — | |
| 40 | WY | Weyerhaeuser Co | 股票-房地产 | 0.89% | — | — | |
| 41 | AXP | American Express Co | 股票-金融 | 0.86% | — | — | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.82% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | — | — | |
| 44 | ✓ | Skillz INC | 股票-其他 | 0.78% | — | — | |
| 45 | ARKK | Ark Innovation ETF | ETF-其他 | 0.73% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | — | — | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.64% | — | — | |
| 49 | TDOC | Teladoc Health INC | 股票-医疗保健 | 0.61% | — | — | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.59% | — | — |