CIK: 0001669336
申报总市值
US$1.4亿
仅显示前 200 大持股（共 580 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.19% | -2.28% | -50.56% | |
| 2 | AAPL | Apple INC | 股票-科技 | 1.12% | -0.19% | +139.02% | |
| 3 | SHAK | Shake Shack INC - Class A | 股票-周期性消费 | 0.98% | — | +1873.80% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | — | +151.25% | |
| 5 | ABMDEUR | Abiomed INC | 股票-其他 | 0.89% | — | +308.01% | |
| 6 | SUPN | Supernus Pharmaceuticals INC | 股票-医疗保健 | 0.88% | -0.16% | +302.75% | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | +503.40% | |
| 8 | NSP | Insperity INC | 股票-其他 | 0.85% | — | +301.48% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | +0.10% | +154.29% | |
| 10 | ADBE | Adobe INC | 股票-科技 | 0.84% | — | +263.68% | |
| 11 | VNOM | Viper Energy, Inc. | 股票-能源 | 0.78% | — | +26.48% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 0.77% | — | +242.71% | |
| 13 | NEOG | Neogen CORP | 股票-医疗保健 | 0.76% | — | +297.34% | |
| 14 | TNET | Trinet Group INC | 股票-其他 | 0.76% | — | +299.33% | |
| 15 | LGND | Ligand Pharmaceuticals | 股票-医疗保健 | 0.74% | — | +301.36% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.37% | +582.69% | |
| 17 | ✓ | 股票-其他 | 0.74% | — | +298.52% | ||
| 18 | INTU | Intuit INC | 股票-科技 | 0.73% | — | +278.79% | |
| 19 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.73% | -0.06% | +299.72% | |
| 20 | CPRT | Copart INC | 股票-工业 | 0.69% | — | +299.53% | |
| 21 | ✓ | Kmg Chemicals INC | 股票-其他 | 0.68% | — | +297.45% | |
| 22 | CSGP | Costar Group INC | 股票-房地产 | 0.67% | — | +299.50% | |
| 23 | QLYS | Qualys INC | 股票-科技 | 0.66% | — | +296.42% | |
| 24 | ZTS | Zoetis INC | 股票-医疗保健 | 0.66% | — | +277.97% | |
| 25 | RTECEUR | Rudolph Technologies INC | 股票-其他 | 0.65% | — | +299.66% | |
| 26 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.65% | — | +307.58% | |
| 27 | LOB | Live Oak Bancshares INC | 股票-其他 | 0.65% | — | +299.95% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.65% | — | +237.10% | |
| 29 | 2655957D | Premier Inc-class A | 股票-其他 | 0.65% | — | +1105.49% | |
| 30 | MASI* | Masimo CORP | 股票-其他 | 0.63% | — | +298.60% | |
| 31 | CENT | Central Garden & Pet Co | 股票-其他 | 0.63% | — | +302.54% | |
| 32 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 0.62% | — | +1695.55% | |
| 33 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.62% | — | +299.43% | |
| 34 | RAVN | Raven Industries INC | 股票-其他 | 0.62% | — | +300.74% | |
| 35 | EVR | Evercore INC - A | 股票-金融 | 0.62% | — | +298.20% | |
| 36 | CE | Celanese CORP | 股票-原材料 | 0.61% | — | +1716.03% | |
| 37 | ✓ | Health Insurance Innovatio-a | 股票-其他 | 0.61% | — | +293.53% | |
| 38 | TMP | Tompkins Financial CORP | 股票-其他 | 0.61% | — | +301.81% | |
| 39 | FFBC | First Financial Bancorp | 股票-其他 | 0.61% | — | — | |
| 40 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.61% | -0.04% | +1757.69% | |
| 41 | PAYX | Paychex INC | 股票-科技 | 0.61% | — | +1317.37% | |
| 42 | NPEUR | Neenah INC | 股票-其他 | 0.61% | — | +1948.18% | |
| 43 | JILLEUR | J. Jill INC | 股票-其他 | 0.60% | — | +307.62% | |
| 44 | FIZZ | National Beverage CORP | 股票-其他 | 0.60% | — | +299.28% | |
| 45 | TWNKEUR | Hostess Brands INC | 股票-其他 | 0.60% | — | +302.74% | |
| 46 | BBY | Best Buy Co INC | 股票-周期性消费 | 0.60% | — | +290.65% | |
| 47 | RBC | RBC Bearings INC | 股票-工业 | 0.60% | — | +297.99% | |
| 48 | LZB | La-z-boy INC | 股票-其他 | 0.60% | — | +766.77% | |
| 49 | GMED | Globus Medical INC - A | 股票-医疗保健 | 0.59% | — | +1733.15% | |
| 50 | PAYC | Paycom Software INC | 股票-科技 | 0.58% | — | +297.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHAK | Shake Shack INC - Class A | +0.9% | +1873.80% | 加仓 |
| 2 | HD | Home Depot INC | +0.6% | +503.40% | 加仓 |
| 3 | ABMDEUR | Abiomed INC | +0.6% | +308.01% | 加仓 |
| 4 | SUPN | Supernus Pharmaceuticals INC | +0.6% | +302.75% | 加仓 |
| 5 | 2655957D | Premier Inc-class A | +0.6% | +1105.49% | 加仓 |
| 6 | NPEUR | Neenah INC | +0.6% | +1948.18% | 加仓 |
| 7 | NSP | Insperity INC | +0.6% | +301.48% | 加仓 |
| 8 | AGM | Federal Agric Mtg Corp-cl C | +0.6% | +1695.55% | 加仓 |
| 9 | CE | Celanese CORP | +0.6% | +1716.03% | 加仓 |
| 10 | JKHY | Jack Henry & Associates INC | +0.6% | +1757.69% | 加仓 |
| 11 | PAYX | Paychex INC | +0.5% | +1317.37% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.5% | +582.69% | 加仓 |
| 13 | GMED | Globus Medical INC - A | +0.5% | +1733.15% | 加仓 |
| 14 | SNA | Snap-on INC | +0.5% | +1590.91% | 加仓 |
| 15 | PRI | Primerica INC | +0.5% | +1791.72% | 加仓 |
| 16 | APO | Apollo Global Management, Inc. | +0.5% | +1717.06% | 加仓 |
| 17 | LZB | La-z-boy INC | +0.5% | +766.77% | 加仓 |
| 18 | ✓ | +0.5% | +298.52% | 加仓 | |
| 19 | JILLEUR | J. Jill INC | +0.5% | +307.62% | 加仓 |
| 20 | MAR | Marriott International -cl A | +0.5% | +976.25% | 加仓 |
| 21 | MMS | Maximus INC | +0.5% | +1771.44% | 加仓 |
| 22 | TNET | Trinet Group INC | +0.5% | +299.33% | 加仓 |
| 23 | NEOG | Neogen CORP | +0.5% | +297.34% | 加仓 |
| 24 | LGND | Ligand Pharmaceuticals | +0.5% | +301.36% | 加仓 |
| 25 | ADBE | Adobe INC | +0.4% | +263.68% | 加仓 |
| 26 | FAST | Fastenal Co | +0.4% | +1202.10% | 加仓 |
| 27 | INTU | Intuit INC | +0.4% | +278.79% | 加仓 |
| 28 | ✓ | Kmg Chemicals INC | +0.4% | +297.45% | 加仓 |
| 29 | VEEV | Veeva Systems Inc-class A | +0.4% | +299.72% | 加仓 |
| 30 | CPRT | Copart INC | +0.4% | +299.53% | 加仓 |
| 31 | CSGP | Costar Group INC | +0.4% | +299.50% | 加仓 |
| 32 | QLYS | Qualys INC | +0.4% | +296.42% | 加仓 |
| 33 | WST | West Pharmaceutical Services | +0.4% | +307.58% | 加仓 |
| 34 | EVR | Evercore INC - A | +0.4% | +298.20% | 加仓 |
| 35 | LOB | Live Oak Bancshares INC | +0.4% | +299.95% | 加仓 |
| 36 | FIZZ | National Beverage CORP | +0.4% | +299.28% | 加仓 |
| 37 | RTECEUR | Rudolph Technologies INC | +0.4% | +299.66% | 加仓 |
| 38 | MASI* | Masimo CORP | +0.4% | +298.60% | 加仓 |
| 39 | RAVN | Raven Industries INC | +0.4% | +300.74% | 加仓 |
| 40 | TMP | Tompkins Financial CORP | +0.4% | +301.81% | 加仓 |
| 41 | BA | Boeing Co/the | +0.3% | +242.71% | 加仓 |
| 42 | CBSH | Commerce Bancshares INC | +0.3% | +299.43% | 加仓 |
| 43 | ✓ | Health Insurance Innovatio-a | +0.3% | +293.53% | 加仓 |
| 44 | ZTS | Zoetis INC | +0.3% | +277.97% | 加仓 |
| 45 | CENT | Central Garden & Pet Co | +0.3% | +302.54% | 加仓 |
| 46 | AAPL | Apple INC | +0.3% | +139.02% | 加仓 |
| 47 | AMZN | Amazon.com INC | +0.3% | +154.29% | 加仓 |
| 48 | MSFT | Microsoft CORP | +0.3% | +151.25% | 加仓 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -39.9% | -50.56% | 减仓 |
| 50 | FFBC | First Financial Bancorp | — | NEW | 新建仓 |