CIK: 0002021232
申报总市值
US$6.5亿
仅显示前 200 大持股（共 910 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.63% | -6.59% | +16.59% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.61% | +7.73% | +4.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.37% | -3.13% | +4.54% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 2.88% | -2.88% | EXIT | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.87% | +2.59% | +7.13% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.64% | -2.60% | +0.66% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.99% | +2.14% | -1.94% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.91% | +2.29% | -5.72% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | +0.89% | -10.77% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.54% | +3.16% | +4.17% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.49% | -1.45% | +0.81% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.41% | -1.41% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | +3.58% | -19.66% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.21% | — | -6.41% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.18% | +2.73% | -0.81% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.04% | -1.04% | EXIT | |
| 17 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 1.04% | -1.04% | EXIT | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 1.03% | -1.03% | EXIT | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.00% | — | -5.05% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.98% | -0.98% | EXIT | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | -0.94% | EXIT | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | -0.92% | EXIT | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | -0.89% | EXIT | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | -0.72% | +8.52% | |
| 25 | OPBK | Op Bancorp | 股票-其他 | 0.86% | -0.86% | EXIT | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.83% | -0.67% | +9.22% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.70% | -0.70% | EXIT | |
| 28 | SOFI | Sofi Technologies INC | 股票-金融 | 0.69% | — | -2.74% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.68% | -0.68% | EXIT | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.65% | +1.08% | +1.42% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.60% | -0.60% | EXIT | |
| 32 | PANW | Palo Alto Networks INC | 股票-科技 | 0.60% | +0.68% | +0.73% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | +0.42% | +35.14% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.59% | -0.59% | EXIT | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | -0.44% | -6.96% | |
| 36 | SNOW | Snowflake INC | 股票-科技 | 0.57% | — | -4.02% | |
| 37 | AFRM | Affirm Holdings INC | 股票-金融 | 0.52% | — | +0.60% | |
| 38 | MU | Micron Technology INC | 股票-科技 | 0.45% | — | -5.05% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | -0.45% | EXIT | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.42% | -0.42% | EXIT | |
| 41 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.40% | -0.40% | EXIT | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | -0.29% | -2.48% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | -0.39% | EXIT | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | -0.34% | +7.77% | |
| 45 | MRVL | Marvell Technology INC | 股票-科技 | 0.38% | +2.78% | -15.19% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +2.53% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.23% | +57.02% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.17% | +53.86% | |
| 49 | TLN | Talen Energy CORP | 股票-公用事业 | 0.32% | — | -1.21% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.32% | -0.20% | +12.70% |