CIK: 0001846758
申报总市值
US$2.9亿
仅显示前 200 大持股（共 299 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.19% | — | +0.40% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.10% | -0.18% | -2.50% | |
| 3 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 4.48% | -0.11% | +4.17% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.21% | -0.27% | +0.36% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.92% | -0.22% | +25.81% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.90% | -0.30% | -2.51% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.70% | — | +10.71% | |
| 8 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 2.60% | -0.12% | -2.86% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.58% | +0.19% | -2.01% | |
| 10 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.42% | -0.29% | -0.21% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.19% | -0.20% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.38% | -2.22% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.96% | — | +3.70% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.85% | — | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.73% | — | +7.74% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.64% | — | -27.32% | |
| 17 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.60% | — | -1.45% | |
| 18 | ADBE | Adobe INC | 股票-科技 | 1.45% | -0.14% | — | |
| 19 | DOCU | Docusign INC | 股票-科技 | 1.44% | — | -0.29% | |
| 20 | PYPL | Paypal Holdings INC | 股票-金融 | 1.37% | — | -2.42% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.35% | — | -16.68% | |
| 22 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.27% | — | -0.28% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.20% | — | +17.04% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | -0.06% | — | |
| 25 | TDOC | Teladoc Health INC | 股票-医疗保健 | 1.02% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.06% | — | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.07% | -0.31% | |
| 28 | AMN | Amn Healthcare Services INC | 股票-其他 | 0.96% | — | -2.10% | |
| 29 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.92% | — | — | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.92% | -0.11% | — | |
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.89% | — | -11.26% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.08% | — | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.84% | — | +3.29% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | -0.05% | +3.39% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.81% | — | +1.02% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.74% | — | -9.52% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.73% | — | +0.57% | |
| 38 | FTNT | Fortinet INC | 股票-科技 | 0.70% | — | — | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.68% | — | — | |
| 40 | HOME | At Home Group INC | 股票-其他 | 0.67% | — | +2.78% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.66% | — | — | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | — | — | |
| 43 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 0.66% | -0.07% | — | |
| 44 | RMD | Resmed INC | 股票-医疗保健 | 0.66% | — | -9.36% | |
| 45 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.61% | -0.02% | +3.90% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | +0.13% | — | |
| 47 | ✓ | Horizon Therapeutics PLC | 股票-其他 | 0.58% | — | +1.74% | |
| 48 | INMD | InMode Ltd. | 股票-其他 | 0.52% | — | — | |
| 49 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.51% | — | — | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | — |