CIK: 0001801583
申报总市值
US$5.0亿
仅显示前 200 大持股（共 201 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 | IOT | Samsara Inc-cl A | 股票-科技 | 9.53% | — | — | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 5.42% | +0.45% | +36.05% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.79% | — | +30.58% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.57% | -0.49% | -8.48% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.43% | -14.13% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | — | -19.22% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.43% | — | -3.84% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.12% | — | -4.14% | |
| 9 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 1.99% | -0.52% | +16.12% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.71% | -7.13% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.83% | — | -13.28% | |
| 12 | RBRK | Rubrik Inc-a | 股票-科技 | 1.71% | — | -3.74% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | — | -11.28% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.51% | — | -7.55% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.46% | — | -15.98% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.40% | — | -1.69% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.34% | — | -16.27% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.33% | — | +0.09% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.30% | — | -25.10% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.15% | — | -9.87% | |
| 21 | NFLX | Netflix INC | 股票-通信服务 | 1.11% | -0.67% | -1.14% | |
| 22 | GS | Goldman Sachs Group INC | 股票-金融 | 1.08% | -1.02% | -1.31% | |
| 23 | INTU | Intuit INC | 股票-科技 | 1.08% | -0.69% | -2.35% | |
| 24 | WM | Waste Management INC | 股票-工业 | 1.05% | — | -0.56% | |
| 25 | CAT | Caterpillar INC | 股票-工业 | 1.05% | — | -14.99% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.04% | — | -2.60% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | -0.59% | -0.59% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.95% | +0.35% | -3.64% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.94% | -0.57% | -2.96% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | — | -4.41% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | — | -9.08% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | -1.07% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | — | -2.69% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | -6.28% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.64% | -1.49% | |
| 36 | TEM | Tempus Ai Inc-cl A | 股票-医疗保健 | 0.66% | -0.48% | -23.38% | |
| 37 | ECL | Ecolab INC | 股票-原材料 | 0.65% | — | -1.61% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.64% | -0.46% | -1.46% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.61% | -0.52% | -16.25% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.59% | -0.41% | -2.41% | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.58% | — | -0.72% | |
| 42 | PANW | Palo Alto Networks INC | 股票-科技 | 0.57% | — | -1.78% | |
| 43 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.57% | -0.35% | -3.72% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | — | -2.57% | |
| 45 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.55% | — | -4.56% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.54% | — | -15.15% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | — | -2.87% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.53% | — | -3.34% | |
| 49 | NOW | Servicenow INC | 股票-科技 | 0.51% | -0.35% | EXIT | |
| 50 | ESS | Essex Property Trust INC | 股票-房地产 | 0.49% | -0.42% | EXIT |