CIK: 0002053368
申报总市值
US$1.6亿
仅显示前 200 大持股（共 362 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 20.54% | +2.24% | +3.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 18.43% | +0.03% | +3.94% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 9.71% | -0.29% | -1.44% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.25% | -0.30% | -4.77% | |
| 5 | HOOD | Robinhood Markets INC - A | 股票-金融 | 3.91% | +0.27% | +7.05% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.54% | -1.31% | +8.30% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.44% | -1.77% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.60% | -0.40% | -3.89% | |
| 9 | AXON | Axon Enterprise INC | 股票-工业 | 2.55% | — | +5.51% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.98% | -0.01% | +0.11% | |
| 11 | ARKF | Ark Blockchain & Fintech Inn | ETF-科技型 | 1.89% | — | +30.45% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.75% | -0.44% | +0.50% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.57% | -0.10% | -3.07% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | -0.06% | +1.96% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | -0.03% | -1.24% | |
| 16 | BTCW | Wisdomtree Bitcoin Fund | ETF-加密货币 | 1.14% | -0.24% | +38.10% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.89% | -0.05% | -6.08% | |
| 18 | NFLX | Netflix INC | 股票-通信服务 | 0.79% | — | +1.66% | |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.78% | -0.19% | -0.82% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | — | +4.31% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | -0.03% | +5.84% | |
| 22 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.51% | — | -5.18% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.02% | -2.60% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | +0.03% | +0.07% | |
| 25 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.44% | — | -4.29% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.42% | -0.14% | -19.13% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.01% | +0.50% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.38% | — | +0.71% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +10.58% | |
| 30 | HWM | Howmet Aerospace INC | 股票-工业 | 0.35% | +0.19% | +29.21% | |
| 31 | GS | Goldman Sachs Group INC | 股票-金融 | 0.33% | +0.19% | +28.27% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.31% | -0.14% | +0.31% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.31% | -0.01% | +0.11% | |
| 34 | NRG | Nrg Energy INC | 股票-公用事业 | 0.29% | -0.09% | -4.35% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.29% | — | -1.19% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.29% | +0.03% | +0.14% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.28% | +0.66% | +5.63% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.28% | — | -1.46% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.27% | — | -5.66% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.27% | — | +0.21% | |
| 41 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.26% | — | — | |
| 42 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.26% | -0.10% | -4.22% | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.26% | — | +0.47% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.24% | — | -14.33% | |
| 45 | NOW | Servicenow INC | 股票-科技 | 0.23% | — | -8.77% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.20% | +0.11% | -4.39% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | +4.25% | |
| 48 | CI | THE Cigna Group | 股票-医疗保健 | 0.17% | — | +0.45% | |
| 49 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.17% | -0.09% | — | |
| 50 | DHI | Dr Horton INC | 股票-周期性消费 | 0.16% | — | — |