CIK: 0001697300
申报总市值
US$28.5亿
| # | 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 | BA | Boeing Co/the | 股票-工业 | 5.45% | — | +10.68% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.37% | -0.12% | -1.71% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.29% | -0.44% | +31.07% | |
| 4 | NFLX | Netflix INC | 股票-通信服务 | 5.20% | — | +16.50% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.83% | +0.28% | -2.82% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.71% | -0.44% | -0.09% | |
| 7 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.49% | — | +1.42% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | -0.24% | -1.32% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.93% | — | -3.41% | |
| 10 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 2.70% | — | +6.91% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.42% | — | -2.09% | |
| 12 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.35% | -0.13% | +7.12% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.18% | — | -1.47% | |
| 14 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.00% | — | +31.56% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.71% | +0.15% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.33% | +1.79% | |
| 17 | IACIEUR | Iac/interactivecorp | 股票-其他 | 1.61% | — | — | |
| 18 | SHOP | Shopify INC - Class A | 股票-科技 | 1.61% | -0.26% | -10.98% | |
| 19 | XYZ | Block INC | 股票-金融 | 1.59% | — | — | |
| 20 | CTBI | Community Trust Bancorp INC | 股票-其他 | 1.55% | — | — | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.22% | — | -25.33% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.11% | — | +2.29% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.10% | — | +0.46% | |
| 24 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 1.10% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | — | +0.19% | |
| 26 | WDAY | Workday Inc-class A | 股票-科技 | 0.91% | — | +135.79% | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | 0.86% | — | -5.31% | |
| 28 | ANETEUR | Arista Networks INC | 股票-其他 | 0.85% | — | +749.89% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | -0.14% | -46.81% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | +103.07% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.75% | — | +0.92% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.73% | — | +103.56% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.31% | +12.49% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.67% | — | +14.28% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | +0.09% | -13.69% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.60% | — | -3.59% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -0.77% | |
| 38 | NOW | Servicenow INC | 股票-科技 | 0.48% | — | +116.49% | |
| 39 | CME | Cme Group INC | 股票-金融 | 0.46% | — | -1.37% | |
| 40 | CELG | Celgene CORP | 股票-其他 | 0.46% | — | +29.18% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.43% | — | +1.71% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.42% | — | +9.66% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.41% | — | +124.15% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.40% | — | +121.86% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.39% | -0.08% | +7.70% | |
| 46 | ALGN | Align Technology INC | 股票-医疗保健 | 0.39% | — | -6.66% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.37% | — | -5.76% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.14% | -39.01% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | -2.57% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | -2.04% |