CIK: 0001802451
申报总市值
US$2.5亿
仅显示前 200 大持股（共 588 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 30.79% | +0.22% | +1.04% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 6.49% | +0.18% | +0.35% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.37% | +0.14% | +0.05% | |
| 4 | AXGN | Axogen INC | 股票-其他 | 4.59% | +0.06% | +85.83% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.21% | +0.37% | +1.96% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.01% | — | -0.15% | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.21% | +0.13% | +0.41% | |
| 8 | NEO | Neogenomics INC | 股票-医疗保健 | 2.72% | -0.97% | +41.72% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.61% | -0.39% | -8.30% | |
| 10 | 260 | Centessa Pharmaceuticals-adr | 股票-其他 | 2.41% | +1.42% | -0.21% | |
| 11 | ANAB | Anaptysbio INC | 股票-其他 | 1.86% | +0.26% | -30.36% | |
| 12 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 1.78% | +0.09% | +0.43% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.56% | +0.10% | +0.81% | |
| 14 | ATRC | Atricure INC | 股票-其他 | 1.35% | -0.38% | -0.01% | |
| 15 | SIBN | Si-bone INC | 股票-其他 | 1.28% | -0.46% | +549.72% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.26% | — | +1.20% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | — | -0.99% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.88% | -0.07% | -5.76% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | -0.10% | +0.12% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.05% | +0.90% | |
| 21 | HCAT | Health Catalyst INC | 股票-其他 | 0.72% | -0.26% | +138.97% | |
| 22 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.66% | — | +0.22% | |
| 23 | ORGO | Organogenesis Holdings INC | 股票-其他 | 0.64% | -0.35% | +3.41% | |
| 24 | MMM | 3m Co | 股票-工业 | 0.64% | -0.06% | -0.31% | |
| 25 | EWTX | Edgewise Therapeutics INC | 股票-其他 | 0.54% | +0.14% | — | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | -0.10% | +0.10% | |
| 27 | MASS | 908 Devices INC | 股票-其他 | 0.52% | +0.28% | — | |
| 28 | TWST | Twist Bioscience CORP | 股票-其他 | 0.51% | +0.25% | — | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.50% | — | -0.25% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.50% | — | -0.47% | |
| 31 | ATEC | Alphatec Holdings INC | 股票-其他 | 0.46% | -0.23% | -42.50% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.44% | — | -0.08% | |
| 33 | XENE | Xenon Pharmaceuticals INC | 股票-其他 | 0.42% | +0.12% | -11.88% | |
| 34 | CRNX | Crinetics Pharmaceuticals In | 股票-其他 | 0.41% | -0.11% | +7.50% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.40% | — | +1.07% | |
| 36 | NPCE | Neuropace INC | 股票-其他 | 0.40% | -0.06% | — | |
| 37 | XEL | Xcel Energy INC | 股票-公用事业 | 0.39% | +0.03% | +0.49% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | — | +6.25% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | -0.07% | +13.33% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.37% | — | +0.48% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | — | +0.57% | |
| 42 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.31% | -0.04% | +49.00% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | — | +0.70% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.30% | — | +0.50% | |
| 45 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.29% | — | — | |
| 46 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.29% | -0.08% | — | |
| 47 | AUPH | Aurinia Pharmaceuticals INC | 股票-其他 | 0.23% | — | -5.31% | |
| 48 | ECL | Ecolab INC | 股票-原材料 | 0.22% | — | +0.10% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.22% | -0.04% | +0.46% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.21% | — | — |