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 | 4.39% | -0.01% | -1.87% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.93% | — | -4.83% | |
| 3 | FTNT | Fortinet INC | 股票-科技 | 3.05% | +0.50% | -2.08% | |
| 4 | SLP | Simulations Plus INC | 股票-其他 | 2.97% | — | +18.04% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.91% | — | -4.86% | |
| 6 | PANW | Palo Alto Networks INC | 股票-科技 | 2.85% | +1.65% | -5.23% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.25% | -0.06% | -3.18% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.04% | — | +2.24% | |
| 9 | ✓ | Skillz INC | 股票-其他 | 1.87% | — | — | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.85% | — | -0.73% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.83% | — | -3.08% | |
| 12 | ZTS | Zoetis INC | 股票-医疗保健 | 1.74% | — | -6.94% | |
| 13 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.73% | — | -13.37% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.68% | — | -1.80% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.49% | — | +6.32% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.46% | — | +0.20% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.46% | +0.19% | -21.06% | |
| 18 | PLD | Prologis INC | 股票-房地产 | 1.45% | — | -12.47% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.44% | — | +5.96% | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.40% | — | -23.77% | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 1.36% | -0.30% | -9.54% | |
| 22 | AEP | American Electric Power | 股票-公用事业 | 1.35% | — | +32.97% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.34% | — | +0.93% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.33% | — | +6.57% | |
| 25 | MLM | Martin Marietta Materials | 股票-原材料 | 1.32% | — | +136.96% | |
| 26 | C | Citigroup INC | 股票-金融 | 1.26% | +0.11% | +14.19% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.26% | — | +38.01% | |
| 28 | NYT | New York Times Co-a | 股票-通信服务 | 1.24% | — | +49.84% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | — | +15.59% | |
| 30 | MMM | 3m Co | 股票-工业 | 1.22% | — | +209.21% | |
| 31 | FISV | Fiserv INC | 股票-其他 | 1.21% | — | +107.73% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.21% | — | +16.36% | |
| 33 | MANU | Manchester United plc | 股票-其他 | 1.16% | — | +33.70% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 1.13% | — | +2.88% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.05% | -5.39% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.10% | — | +2.14% | |
| 37 | NTRS | Northern Trust CORP | 股票-金融 | 1.06% | — | -3.66% | |
| 38 | A | Agilent Technologies INC | 股票-医疗保健 | 0.98% | — | -25.18% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.97% | — | -14.60% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.95% | — | -1.34% | |
| 41 | ARRY | Array Technologies INC | 股票-其他 | 0.94% | — | +257.90% | |
| 42 | MTH | Meritage Homes CORP | 股票-周期性消费 | 0.90% | — | +19.23% | |
| 43 | CCI | Crown Castle INC | 股票-房地产 | 0.88% | — | +3.70% | |
| 44 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.79% | — | +3.72% | |
| 45 | FTV | Fortive CORP | 股票-科技 | 0.79% | — | +66.69% | |
| 46 | ORA | Ormat Technologies INC | 股票-公用事业 | 0.76% | — | +5.67% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.75% | — | +263.68% | |
| 48 | KEX | Kirby CORP | 股票-工业 | 0.74% | — | -0.84% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | — | +9.55% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.73% | — | -16.84% |