CIK: 0001632553
申报总市值
US$2.2亿
仅显示前 200 大持股（共 239 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 | NVDA | Nvidia CORP | 股票-科技 | 9.51% | -0.90% | -5.68% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.66% | -0.92% | -0.89% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.19% | -0.10% | -0.29% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.18% | — | -0.75% | |
| 5 | URI | United Rentals INC | 股票-工业 | 3.25% | -0.71% | -0.93% | |
| 6 | CBOE | Cboe Global Markets INC | 股票-金融 | 3.08% | +0.30% | -0.62% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 3.00% | -0.20% | -1.55% | |
| 8 | CAT | Caterpillar INC | 股票-工业 | 2.67% | +1.04% | -0.96% | |
| 9 | RMD | Resmed INC | 股票-医疗保健 | 2.44% | -0.19% | -0.32% | |
| 10 | TJX | Tjx Companies INC | 股票-周期性消费 | 2.20% | — | -0.36% | |
| 11 | CBRE | Cbre Group INC - A | 股票-房地产 | 2.06% | -0.23% | -2.47% | |
| 12 | PGR | Progressive CORP | 股票-金融 | 1.91% | -0.55% | -0.13% | |
| 13 | LH | Labcorp Holdings INC | 股票-医疗保健 | 1.90% | +0.11% | -0.32% | |
| 14 | CMI | Cummins INC | 股票-工业 | 1.81% | +0.07% | -0.34% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.74% | +0.65% | +7.93% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.70% | +0.38% | -0.41% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.68% | -0.09% | -0.84% | |
| 18 | ACN | Accenture plc | 股票-科技 | 1.56% | -0.36% | -1.16% | |
| 19 | STT | State Street CORP | 股票-金融 | 1.45% | -0.10% | +0.22% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.41% | -0.02% | +0.33% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.39% | +0.65% | +2.33% | |
| 22 | ROK | Rockwell Automation INC | 股票-工业 | 1.30% | -0.13% | -0.11% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.25% | +0.77% | +5.02% | |
| 24 | BALL | Ball CORP | 股票-周期性消费 | 1.22% | — | +0.28% | |
| 25 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.19% | — | -0.83% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.14% | -0.22% | -1.46% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.14% | -1.35% | |
| 28 | ROST | Ross Stores INC | 股票-周期性消费 | 1.08% | +0.06% | +1.12% | |
| 29 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.07% | — | -0.74% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.06% | — | +0.78% | |
| 31 | CHE | Chemed CORP | 股票-医疗保健 | 1.05% | -0.23% | +0.40% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.03% | +0.34% | +0.06% | |
| 33 | ZTS | Zoetis INC | 股票-医疗保健 | 1.03% | — | -0.48% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 1.02% | +0.01% | -0.15% | |
| 35 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.96% | -0.24% | +0.48% | |
| 36 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.94% | -0.42% | +0.50% | |
| 37 | FDS | Factset Research Systems INC | 股票-金融 | 0.90% | -0.25% | +0.17% | |
| 38 | IT | Gartner INC | 股票-科技 | 0.88% | -0.36% | +4.98% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.87% | — | +11934.44% | |
| 40 | FDX | Fedex CORP | 股票-工业 | 0.86% | +0.30% | -0.01% | |
| 41 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.83% | -0.02% | +0.29% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | — | -1.04% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | +0.28% | +2.29% | |
| 44 | EMN | Eastman Chemical Co | 股票-原材料 | 0.75% | — | +1.97% | |
| 45 | KEL | Kellanova | 股票-其他 | 0.74% | — | -2.21% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.72% | — | -0.41% | |
| 47 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.69% | -0.18% | -1.02% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.68% | — | +1.07% | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.67% | — | -0.51% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.67% | — | +1.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | -5.68% | 减仓 |
| 2 | MSFT | Microsoft CORP | +1% | -0.89% | 减仓 |
| 3 | URI | United Rentals INC | +0.7% | -0.93% | 减仓 |
| 4 | CAT | Caterpillar INC | +0.6% | -0.96% | 减仓 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.5% | -0.75% | 减仓 |
| 6 | CMI | Cummins INC | +0.3% | -0.34% | 减仓 |
| 7 | ROK | Rockwell Automation INC | +0.2% | -0.11% | 减仓 |
| 8 | RMD | Resmed INC | +0.2% | -0.32% | 减仓 |
| 9 | STT | State Street CORP | +0.2% | +0.22% | 减仓 |
| 10 | LH | Labcorp Holdings INC | +0.2% | -0.32% | 减仓 |
| 11 | GS | Goldman Sachs Group INC | +0.2% | -0.64% | 加仓 |
| 12 | CASY | Casey's General Stores INC | +0.1% | +0.50% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -1.35% | 减仓 |
| 14 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.41% | 减仓 |
| 15 | WSM | Williams-sonoma INC | +0.1% | +0.48% | 加仓 |
| 16 | TJX | Tjx Companies INC | +0.1% | -0.36% | 减仓 |
| 17 | ROST | Ross Stores INC | +0.1% | +1.12% | 加仓 |
| 18 | ORCL | Oracle CORP | +0.1% | — | 减仓 |
| 19 | AAPL | Apple INC | +0.1% | -0.29% | 减仓 |
| 20 | IWO | Ishares Russell 2000 Growth | +0.1% | +1.44% | 减仓 |
| 21 | CBRE | Cbre Group INC - A | +0.1% | -2.47% | 减仓 |
| 22 | FAST | Fastenal Co | +0.1% | -3.23% | 加仓 |
| 23 | AMZN | Amazon.com INC | 0% | +0.33% | 减仓 |
| 24 | EFA | Ishares Msci Eafe ETF | 0% | +2.29% | 加仓 |
| 25 | USB | US Bancorp | 0% | +1.07% | 加仓 |
| 26 | AOS | Smith (a.o.) CORP | 0% | +0.29% | 减仓 |
| 27 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.78% | 加仓 |
| 28 | HD | Home Depot INC | 0% | -0.15% | 减仓 |
| 29 | HSY | Hershey Co/the | 0% | -0.74% | 减仓 |
| 30 | IWS | Ishares Russell Mid-cap Valu | 0% | +0.06% | 减仓 |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +5.02% | 加仓 |
| 32 | SPSB | Ss Spdr P St C CORP ETF | -0.1% | +7.93% | 加仓 |
| 33 | MASI* | Masimo CORP | -0.1% | -8.55% | 减仓 |
| 34 | CBOE | Cboe Global Markets INC | -0.2% | -0.62% | 减仓 |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -1.67% | 减仓 |
| 36 | LSTR | Landstar System INC | -0.2% | +0.52% | 加仓 |
| 37 | ILMN | Illumina INC | -0.2% | -95.76% | 减仓 |
| 38 | CL | Colgate-palmolive Co | -0.2% | -0.51% | 减仓 |
| 39 | CTSH | Cognizant Tech Solutions-a | -0.2% | -1.02% | 减仓 |
| 40 | ZTS | Zoetis INC | -0.3% | -0.48% | 减仓 |
| 41 | FISV | Fiserv INC | -0.3% | +1.97% | 加仓 |
| 42 | EMN | Eastman Chemical Co | -0.4% | +1.97% | 加仓 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -1.46% | 加仓 |
| 44 | PYPL | Paypal Holdings INC | -0.5% | -96.81% | 减仓 |
| 45 | PGR | Progressive CORP | -0.6% | -0.13% | 加仓 |
| 46 | IT | Gartner INC | -0.6% | +4.98% | 加仓 |
| 47 | CHE | Chemed CORP | -0.6% | +0.40% | 加仓 |
| 48 | FDS | Factset Research Systems INC | -0.7% | +0.17% | 加仓 |
| 49 | ACN | Accenture plc | -0.7% | -1.16% | 减仓 |
| 50 | WMT | Walmart INC | — | NEW | 新建仓 |