CIK: 0002053046
申报总市值
US$1.2亿
| # | 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 | URTY | Proshares Ultrapro Russ2000 | ETF-其他 | 3.16% | — | -24.58% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | -0.09% | -25.19% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.03% | -1.16% | +17.41% | |
| 4 | ORCL | Oracle CORP | 股票-科技 | 2.83% | -1.90% | EXIT | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.77% | — | -0.19% | |
| 6 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 2.66% | -2.77% | EXIT | |
| 7 | C | Citigroup INC | 股票-金融 | 2.57% | -2.78% | EXIT | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.39% | -0.17% | +0.49% | |
| 9 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 2.28% | — | — | |
| 10 | D | Dominion Energy INC | 股票-公用事业 | 2.27% | — | +0.11% | |
| 11 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-其他 | 2.26% | — | — | |
| 12 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.24% | -0.24% | -43.76% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.21% | -0.20% | -0.50% | |
| 14 | SOFI | Sofi Technologies INC | 股票-金融 | 2.19% | — | -32.16% | |
| 15 | RKT | Rocket Cos Inc-class A | 股票-金融 | 2.17% | -0.54% | -16.75% | |
| 16 | KEY | Keycorp | 股票-金融 | 2.16% | -0.35% | -14.50% | |
| 17 | UBER | Uber Technologies INC | 股票-工业 | 2.13% | -1.03% | EXIT | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | -1.83% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -1.02% | -3.56% | |
| 20 | SMR | Nuscale Power CORP | 股票-工业 | 1.99% | -0.70% | EXIT | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.96% | — | +7.42% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 1.91% | -0.59% | -26.85% | |
| 23 | SCYB | Schwab High Yield Bond ETF | ETF-非投资级债 | 1.81% | +1.17% | — | |
| 24 | PANW | Palo Alto Networks INC | 股票-科技 | 1.74% | -2.17% | EXIT | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.74% | -0.77% | +44.02% | |
| 26 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 1.72% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.71% | — | — | |
| 28 | GLW | Corning INC | 股票-科技 | 1.59% | +1.67% | NEW | |
| 29 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.58% | — | +626.57% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 1.58% | -0.26% | -45.41% | |
| 31 | GE | General Electric | 股票-工业 | 1.56% | — | -43.04% | |
| 32 | BA | Boeing Co/the | 股票-工业 | 1.50% | — | -38.50% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.50% | — | — | |
| 34 | CARR | Carrier Global CORP | 股票-工业 | 1.46% | — | -9.13% | |
| 35 | GD | General Dynamics CORP | 股票-工业 | 1.43% | — | -37.25% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.43% | — | -34.87% | |
| 37 | WM | Waste Management INC | 股票-工业 | 1.39% | — | -14.97% | |
| 38 | EXE | Expand Energy CORP | 股票-能源 | 1.36% | — | -6.36% | |
| 39 | DOC | Healthpeak Properties INC | 股票-房地产 | 1.34% | — | -27.41% | |
| 40 | ENB | Enbridge INC | 股票-能源 | 1.33% | -1.31% | EXIT | |
| 41 | T | At&t INC | 股票-通信服务 | 1.32% | +0.47% | -0.49% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.32% | — | — | |
| 43 | STLD | Steel Dynamics INC | 股票-原材料 | 1.19% | — | -5.19% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | -17.22% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 1.13% | — | -1.49% | |
| 46 | ZG | Zillow Group INC - A | 股票-通信服务 | 1.13% | — | — | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 1.12% | -1.15% | EXIT | |
| 48 | SE | Sea Ltd-adr | 股票-通信服务 | 1.12% | — | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 1.09% | — | -30.02% | |
| 50 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.08% | — | — |