CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 256 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 | NVDA | Nvidia CORP | 股票-科技 | 3.96% | +0.40% | -0.57% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.96% | -0.03% | +0.48% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.05% | +0.01% | +1.94% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 2.90% | +0.10% | -20.59% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.77% | +0.26% | -15.16% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.61% | -0.11% | +1.13% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.60% | +0.30% | -0.88% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.47% | -0.08% | +0.13% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.45% | -0.05% | +2.60% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.20% | — | +0.16% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | +0.19% | -0.36% | |
| 12 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.47% | — | -0.40% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.17% | — | +8.77% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.16% | +0.01% | +2.84% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.13% | +0.09% | +2.51% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.13% | — | +3.08% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.12% | — | -1.64% | |
| 18 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.05% | — | +6.41% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | +49.74% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.98% | — | +0.94% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.94% | — | +2.73% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.88% | — | -0.97% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.88% | — | +4.07% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.85% | — | +8.90% | |
| 25 | AXON | Axon Enterprise INC | 股票-工业 | 0.84% | — | — | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | — | -0.63% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.81% | — | +0.79% | |
| 28 | FISV | Fiserv INC | 股票-其他 | 0.80% | — | +10.19% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.76% | — | -36.87% | |
| 30 | ADBE | Adobe INC | 股票-科技 | 0.76% | -0.59% | EXIT | |
| 31 | ELV | Elevance Health INC | 股票-医疗保健 | 0.74% | — | +8.63% | |
| 32 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.71% | — | -3.07% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.70% | -0.20% | EXIT | |
| 34 | KMI | Kinder Morgan INC | 股票-能源 | 0.67% | — | +2.93% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | +0.44% | -1.08% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.65% | — | -0.58% | |
| 37 | GE | General Electric | 股票-工业 | 0.65% | +0.08% | +1.09% | |
| 38 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.64% | — | +5.16% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.61% | — | +4.20% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | — | +5.66% | |
| 41 | KKR | Kkr & Co INC | 股票-金融 | 0.60% | -0.32% | +301.61% | |
| 42 | IDMO | Invesco S&p International De | ETF-其他 | 0.59% | — | — | |
| 43 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.58% | +0.11% | -4.09% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | -0.44% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | -0.36% | +7.83% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -0.17% | |
| 47 | WELL | Welltower INC | 股票-房地产 | 0.54% | — | -5.65% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | — | +5.26% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.53% | — | -5.31% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +339.19% |