CIK: 0001720969
申报总市值
US$8.5亿
仅显示前 200 大持股（共 327 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 | MTZ | Mastec INC | 股票-工业 | 12.93% | -5.33% | -14.85% | |
| 2 | VERX | Vertex INC - Class A | 股票-其他 | 9.48% | -1.00% | -0.03% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.75% | -0.05% | +14.71% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.18% | +0.17% | +0.49% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.23% | +3.48% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.83% | -0.01% | +1.19% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.46% | +0.14% | +1.32% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.30% | — | +2.17% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.20% | +0.97% | +4.47% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.09% | -0.09% | +4.67% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | -0.02% | +3.23% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.54% | -0.06% | +5.56% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.42% | +0.02% | +0.84% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | — | +1068.01% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.26% | +1.98% | +1.02% | |
| 16 | BSY | Bentley Systems Inc-class B | 股票-科技 | 1.16% | — | -0.77% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.11% | — | -0.12% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.11% | +0.02% | -0.10% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.27% | -1.72% | |
| 20 | UBER | Uber Technologies INC | 股票-工业 | 1.01% | -0.03% | -10.32% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | — | +13.43% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.06% | +13.14% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.72% | — | -4.36% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.71% | — | +7.40% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.06% | +0.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | +0.04% | +1.81% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.60% | — | +2.08% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.03% | +19.10% | |
| 29 | FULT | Fulton Financial CORP | 股票-金融 | 0.58% | — | -1.75% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.58% | — | -0.09% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.56% | — | +7.62% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | -0.02% | +4.35% | |
| 33 | INTU | Intuit INC | 股票-科技 | 0.49% | — | -4.51% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.48% | — | +3.62% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -9.00% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | -4.80% | |
| 37 | EFX | Equifax INC | 股票-工业 | 0.45% | — | +3.65% | |
| 38 | SYK | Stryker CORP | 股票-医疗保健 | 0.44% | — | +2.27% | |
| 39 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.42% | -0.17% | -6.41% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.13% | -4.38% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | — | +0.26% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.41% | — | +87.19% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | +0.02% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.41% | — | +37.77% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.39% | -0.03% | +3.39% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.39% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | — | +15.82% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.38% | — | +0.07% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.37% | — | — | |
| 50 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.37% | -0.02% | -7.70% |