CIK: 0001906799
申报总市值
US$4.0亿
仅显示前 200 大持股（共 217 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 | 7.37% | -0.60% | -0.76% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.40% | -0.62% | -1.25% | |
| 3 | TSLA | Tesla INC | 股票-周期性消费 | 6.32% | -0.94% | +24.86% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 4.12% | -0.74% | -3.37% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.93% | +0.39% | -1.79% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 3.90% | -0.48% | +0.56% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.74% | -0.40% | -0.15% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.57% | -0.48% | +9.89% | |
| 9 | RJF | Raymond James Financial INC | 股票-金融 | 3.07% | -0.29% | -0.35% | |
| 10 | FIX | Comfort Systems USA INC | 股票-工业 | 2.43% | +1.66% | -1.35% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | — | +13.25% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.07% | -0.30% | +1.84% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.46% | -1.05% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.70% | — | +2.96% | |
| 15 | CNQ | Canadian Natural Resources | 股票-能源 | 1.55% | +0.68% | +2.98% | |
| 16 | SYK | Stryker CORP | 股票-医疗保健 | 1.39% | — | +0.53% | |
| 17 | GRMN | Garmin Ltd. | 股票-科技 | 1.23% | +0.11% | +0.09% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.20% | -0.68% | +376807.14% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | +0.06% | +2.69% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.11% | — | -1.72% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.10% | +0.39% | -18.01% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.09% | — | — | |
| 23 | COP | Conocophillips | 股票-能源 | 1.07% | -0.87% | -10.63% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.07% | — | +0.03% | |
| 25 | FANG | Diamondback Energy INC | 股票-能源 | 1.06% | -0.54% | +0.49% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.01% | -0.16% | -5.18% | |
| 27 | MSI | Motorola Solutions INC | 股票-科技 | 1.01% | +0.12% | -7.58% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | -0.14% | +3.56% | |
| 29 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.96% | — | +1.29% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.95% | +0.06% | +2.88% | |
| 31 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.92% | -0.12% | +1.89% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | — | +0.04% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.86% | +0.08% | +2.74% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.84% | — | +5.71% | |
| 35 | ZTS | Zoetis INC | 股票-医疗保健 | 0.82% | +0.47% | -0.31% | |
| 36 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.77% | +0.18% | +0.91% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.74% | — | -1.16% | |
| 38 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.73% | +0.32% | +5.33% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.27% | +5.22% | |
| 40 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.66% | +0.10% | +5.00% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | — | +0.53% | |
| 42 | MTDR | Matador Resources Co | 股票-能源 | 0.63% | -0.56% | EXIT | |
| 43 | CME | Cme Group INC | 股票-金融 | 0.61% | — | +6.63% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | +0.10% | +5.38% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | +1.72% | |
| 46 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.55% | — | +6.91% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -0.76% | |
| 48 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.52% | -0.54% | +1969.95% | |
| 49 | ADI | Analog Devices INC | 股票-科技 | 0.52% | +0.08% | +4.00% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.51% | — | +3.85% |