CIK: 0001801583
申报总市值
US$5.0亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 4.59% | -0.43% | +377.66% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.36% | — | -1.86% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.65% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.32% | — | +259.05% | |
| 5 | ASAN | Asana INC - Cl A | 股票-其他 | 2.84% | — | — | |
| 6 | WORK | Slack Technologies Inc- Cl A | 股票-其他 | 2.38% | — | -51.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | — | +76.96% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.04% | — | -2.95% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.61% | — | +99.37% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.55% | — | +1.39% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.50% | — | +0.17% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.46% | — | -0.89% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | — | -0.39% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | -0.49% | -1.15% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.30% | — | +78.31% | |
| 16 | PD | Pagerduty INC | 股票-其他 | 1.20% | — | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.08% | — | +3.45% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | — | -0.21% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.05% | -0.57% | +173.31% | |
| 20 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.99% | — | -1.86% | |
| 21 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.89% | — | — | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | -0.59% | +351.10% | |
| 23 | INTU | Intuit INC | 股票-科技 | 0.87% | -0.69% | -2.60% | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 0.86% | — | +12.62% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | — | +368.97% | |
| 26 | ECL | Ecolab INC | 股票-原材料 | 0.84% | — | -0.38% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.83% | — | -6.37% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.81% | — | +131.55% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | — | +204.18% | |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.81% | — | — | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | — | -0.43% | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.79% | — | — | |
| 33 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.75% | — | — | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.75% | — | -0.53% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | — | +0.57% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | — | — | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.70% | — | — | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.69% | — | -1.19% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.66% | — | +5.40% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | +16.05% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +5.26% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.64% | — | — | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | +109.60% | |
| 44 | MET | Metlife INC | 股票-金融 | 0.63% | — | +506.17% | |
| 45 | WM | Waste Management INC | 股票-工业 | 0.63% | — | — | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.61% | — | — | |
| 47 | SYK | Stryker CORP | 股票-医疗保健 | 0.61% | — | +382.85% | |
| 48 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.61% | — | -1.39% | |
| 49 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.60% | — | +338.23% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | — | — |