CIK: 0001910876
申报总市值
US$2.1亿
仅显示前 200 大持股（共 400 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 | 10.95% | -1.39% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.14% | -3.23% | — | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 4.02% | +4.51% | — | |
| 4 | FTNT | Fortinet INC | 股票-科技 | 3.55% | +0.97% | — | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.36% | — | — | |
| 6 | PYPL | Paypal Holdings INC | 股票-金融 | 1.82% | — | — | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 1.65% | +0.02% | — | |
| 8 | XYZ | Block INC | 股票-金融 | 1.54% | — | — | |
| 9 | TWLO | Twilio INC - A | 股票-科技 | 1.44% | +0.09% | — | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.35% | — | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | -0.11% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | — | — | |
| 13 | HON | Honeywell International INC | 股票-工业 | 1.18% | -0.77% | EXIT | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 1.16% | +1.38% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.20% | — | |
| 16 | CRM | Salesforce INC | 股票-科技 | 1.15% | — | — | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | -0.11% | — | |
| 18 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.03% | — | — | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.02% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | -0.08% | — | |
| 21 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.90% | — | — | |
| 22 | ZS | Zscaler INC | 股票-科技 | 0.83% | -0.21% | — | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.82% | — | — | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.81% | — | — | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.81% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.80% | — | — | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.76% | — | — | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.74% | — | — | |
| 29 | RETAEUR | Reata Pharmaceuticals Inc-a | 股票-其他 | 0.74% | — | — | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | +0.10% | — | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | -0.02% | — | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.71% | — | — | |
| 33 | SHOP | Shopify INC - Class A | 股票-科技 | 0.70% | — | — | |
| 34 | BHVN | Biohaven Ltd. | 股票-其他 | 0.69% | — | — | |
| 35 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.66% | — | — | |
| 36 | AXP | American Express Co | 股票-金融 | 0.66% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | — | — | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.63% | — | — | |
| 39 | U | Unity Software INC | 股票-科技 | 0.63% | — | — | |
| 40 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.60% | — | — | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | — | — | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.58% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | — | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.58% | — | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | — | |
| 46 | PAYX | Paychex INC | 股票-科技 | 0.56% | — | — | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.55% | +0.46% | — | |
| 48 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.54% | — | — | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | — | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.51% | — | — |