CIK: 0001742435
申报总市值
US$13.6亿
仅显示前 200 大持股（共 851 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 | AAPL | Apple INC | 股票-科技 | 4.23% | — | — | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.78% | — | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.42% | — | -59.74% | |
| 4 | TMLP | Tortoise MLP ETF | ETF-其他 | 1.39% | — | — | |
| 5 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 1.19% | — | — | |
| 6 | BYND | Beyond Meat INC | 股票-非周期性消费 | 1.19% | — | — | |
| 7 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.03% | — | — | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | — | +223.51% | |
| 9 | NFLX | Netflix INC | 股票-通信服务 | 0.94% | -1.68% | EXIT | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 0.92% | — | +360.22% | |
| 11 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.91% | — | +584.00% | |
| 12 | DXCM | Dexcom INC | 股票-医疗保健 | 0.85% | — | -55.79% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | — | — | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | — | +203.38% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 0.78% | — | — | |
| 16 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.77% | — | — | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 0.75% | +1.28% | — | |
| 18 | OKTA | Okta INC | 股票-科技 | 0.74% | — | — | |
| 19 | NVTA1EUR | Invitae CORP | 股票-其他 | 0.72% | — | — | |
| 20 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.71% | — | -12.60% | |
| 21 | ALGN | Align Technology INC | 股票-医疗保健 | 0.70% | — | — | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | — | |
| 23 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 0.68% | — | -27.68% | |
| 24 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.66% | — | -67.23% | |
| 25 | TWLO | Twilio INC - A | 股票-科技 | 0.66% | — | — | |
| 26 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.66% | — | — | |
| 27 | JOYY | Joyy Inc-adr | 股票-其他 | 0.64% | — | +1011.49% | |
| 28 | SRPT | Sarepta Therapeutics INC | 股票-医疗保健 | 0.61% | — | — | |
| 29 | SPG | Simon Property Group INC | 股票-房地产 | 0.58% | — | -47.71% | |
| 30 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.56% | — | — | |
| 31 | DELL | Dell Technologies -c | 股票-科技 | 0.56% | — | — | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.53% | — | — | |
| 33 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 0.53% | — | — | |
| 34 | MU | Micron Technology INC | 股票-科技 | 0.51% | — | — | |
| 35 | WDAY | Workday Inc-class A | 股票-科技 | 0.51% | — | +392.86% | |
| 36 | NEM | Newmont CORP | 股票-原材料 | 0.48% | +1.27% | NEW | |
| 37 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 0.47% | — | +177.58% | |
| 38 | PANW | Palo Alto Networks INC | 股票-科技 | 0.47% | — | — | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | -43.85% | |
| 40 | AXON | Axon Enterprise INC | 股票-工业 | 0.46% | — | +528.45% | |
| 41 | MDB | Mongodb INC | 股票-科技 | 0.46% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +1.18% | -86.76% | |
| 43 | TGT | Target CORP | 股票-周期性消费 | 0.45% | — | — | |
| 44 | CHGG | Chegg INC | 股票-非周期性消费 | 0.45% | — | — | |
| 45 | SHOP | Shopify INC - Class A | 股票-科技 | 0.44% | — | -48.67% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.43% | — | — | |
| 47 | AVLRUSD | Avalara INC | 股票-其他 | 0.42% | — | — | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.41% | — | -29.26% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事业 | 0.41% | — | -23.80% | |
| 50 | LMEUR | Legg Mason INC | 股票-其他 | 0.40% | — | — |