CIK: 0001801583
申报总市值
US$5.0亿
仅显示前 200 大持股（共 236 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 | AAPL | Apple INC | 股票-科技 | 3.69% | -0.43% | +12.08% | |
| 2 | COIN | Coinbase Global INC -class A | 股票-金融 | 3.63% | — | -85.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | — | +22.05% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | -0.49% | -4.34% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.48% | — | +2.38% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.46% | — | +475.15% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.34% | — | -4.34% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.98% | — | +16.45% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.78% | — | +13.38% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.58% | — | +14.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | — | +18.34% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.71% | +53.39% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.35% | — | +0.12% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | — | +541.10% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | — | +7.88% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | — | -0.79% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.23% | +0.35% | +17.69% | |
| 18 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.20% | — | -2.36% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | — | +6.10% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | — | +12.85% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.16% | — | +8.44% | |
| 22 | CAT | Caterpillar INC | 股票-工业 | 1.13% | — | +14.40% | |
| 23 | GTLB | Gitlab Inc-cl A | 股票-科技 | 1.12% | — | — | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.09% | -0.57% | +2.14% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.09% | -0.59% | +4.76% | |
| 26 | SLB | Slb LTD | 股票-能源 | 1.02% | -0.41% | +4.31% | |
| 27 | WM | Waste Management INC | 股票-工业 | 0.99% | — | +7.24% | |
| 28 | INTU | Intuit INC | 股票-科技 | 0.96% | -0.69% | +0.19% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.91% | — | -4.51% | |
| 30 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.90% | -0.35% | +19.47% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | — | -0.44% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.50% | +12.73% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.75% | +0.45% | -4.03% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | +32.17% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.73% | — | -0.55% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | — | -11.32% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.71% | -0.64% | +19.74% | |
| 38 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.71% | — | +3.97% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.70% | — | -27.79% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.70% | — | -6.97% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.69% | — | -2.72% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.67% | — | +126.11% | |
| 43 | ECL | Ecolab INC | 股票-原材料 | 0.63% | — | -4.02% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | -0.56% | +20.97% | |
| 45 | MET | Metlife INC | 股票-金融 | 0.60% | — | -7.18% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.59% | — | -1.61% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.59% | — | +7.10% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | -0.46% | +5.52% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.55% | — | +1.83% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.55% | -0.57% | EXIT |