CIK: 0001697300
申报总市值
US$28.5亿
仅显示前 200 大持股（共 389 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 | XOM | Exxon Mobil CORP | 股票-能源 | 6.40% | +1.21% | +3.73% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.40% | -0.12% | +3.30% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.78% | -0.33% | +1.67% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.10% | -0.44% | +0.03% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.65% | -0.71% | +2.03% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.01% | +0.28% | +2.90% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | -0.44% | +302.47% | |
| 8 | XLE | Ss Energy Select Sector | ETF-其他 | 2.21% | — | -2.58% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.17% | -0.24% | +0.55% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.76% | — | -3.67% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.47% | +0.10% | +6.86% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.33% | +0.07% | +17.22% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | -0.31% | -1.61% | |
| 14 | SHOP | Shopify INC - Class A | 股票-科技 | 1.10% | -0.26% | -1.20% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.05% | — | -3.12% | |
| 16 | NFLX | Netflix INC | 股票-通信服务 | 1.05% | — | -2.23% | |
| 17 | FTNT | Fortinet INC | 股票-科技 | 1.02% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | +52.14% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | -0.14% | +0.88% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.93% | -0.21% | -1.91% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.92% | — | +8.96% | |
| 22 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.87% | — | — | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | +0.09% | +2.30% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | -0.14% | +1.06% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.81% | — | +1.74% | |
| 26 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.74% | — | +9.93% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | +2.66% | |
| 28 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | — | +6.33% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | +3.03% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | +11.86% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.59% | — | +7.08% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.59% | — | +2.23% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | -0.81% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | +0.32% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.53% | — | -7.14% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -10.37% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.49% | +0.09% | +8.35% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | +0.12% | +0.01% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.45% | — | +3.30% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.45% | — | +3.33% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.45% | — | +2.75% | |
| 42 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.44% | — | +9.48% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.44% | — | +1.18% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.42% | — | -1.91% | |
| 45 | GSBD | Goldman Sachs Bdc INC | 股票-其他 | 0.42% | — | +19.37% | |
| 46 | CTBI | Community Trust Bancorp INC | 股票-其他 | 0.42% | — | — | |
| 47 | DOCU | Docusign INC | 股票-科技 | 0.42% | — | +1.92% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.42% | — | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.42% | — | -28.50% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.41% | — | +1.82% |