CIK: 0001847343
申报总市值
US$2.0亿
| # | 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 | 5.10% | -0.01% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.50% | — | — | |
| 3 | SLP | Simulations Plus INC | 股票-其他 | 4.21% | — | — | |
| 4 | PANW | Palo Alto Networks INC | 股票-科技 | 3.73% | +1.65% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.28% | — | — | |
| 6 | FTNT | Fortinet INC | 股票-科技 | 2.37% | +0.50% | — | |
| 7 | DLR | Digital Realty Trust INC | 股票-房地产 | 2.35% | — | — | |
| 8 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.29% | — | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.17% | — | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.07% | — | — | |
| 11 | ZTS | Zoetis INC | 股票-医疗保健 | 2.03% | — | — | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.95% | — | — | |
| 13 | ORA | Ormat Technologies INC | 股票-公用事业 | 1.91% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.90% | — | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.80% | -0.06% | — | |
| 16 | PLD | Prologis INC | 股票-房地产 | 1.79% | — | — | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.77% | — | — | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.73% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.67% | +0.19% | — | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.56% | — | — | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 1.53% | -0.30% | — | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 1.52% | — | — | |
| 23 | AEP | American Electric Power | 股票-公用事业 | 1.49% | — | — | |
| 24 | NYT | New York Times Co-a | 股票-通信服务 | 1.48% | — | — | |
| 25 | A | Agilent Technologies INC | 股票-医疗保健 | 1.48% | — | — | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.44% | — | — | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.44% | — | — | |
| 28 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.44% | — | — | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 1.41% | — | — | |
| 30 | C | Citigroup INC | 股票-金融 | 1.35% | +0.11% | — | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 1.27% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.05% | — | |
| 33 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.19% | — | — | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 1.16% | — | — | |
| 35 | UL | Unilever PLC | 股票-非周期性消费 | 1.15% | — | — | |
| 36 | NTRS | Northern Trust CORP | 股票-金融 | 1.14% | — | — | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.11% | — | — | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.07% | — | — | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.04% | — | — | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | — | — | |
| 41 | ELAN | Elanco Animal Health INC | 股票-医疗保健 | 0.96% | — | — | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.96% | — | — | |
| 43 | T | At&t INC | 股票-通信服务 | 0.96% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | — | — | |
| 45 | PBCTEUR | People's United Financial | 股票-其他 | 0.92% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | — | — | |
| 47 | KEX | Kirby CORP | 股票-工业 | 0.87% | — | — | |
| 48 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.86% | — | — | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.84% | — | — | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.84% | — | — |