CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 257 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 | 4.11% | +0.40% | -3.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.03% | +3.79% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.05% | +0.10% | -3.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.99% | -0.08% | -3.76% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.98% | -0.11% | +0.74% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.91% | +0.01% | +4.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.71% | +0.26% | -1.60% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.47% | +0.30% | +4.50% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.05% | -4.44% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.08% | — | -2.23% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | +0.19% | +10.64% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.45% | — | +61.47% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.20% | — | +14.69% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.17% | +0.06% | +266.31% | |
| 15 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.17% | — | +5.50% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | +17.03% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.10% | — | +3.07% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.10% | +0.09% | -3.34% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.04% | +0.01% | -6.15% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | — | +7.18% | |
| 21 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.02% | — | -3.04% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 0.89% | — | +13.36% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.88% | — | +9.90% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.87% | — | -3.01% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.85% | — | -0.35% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | — | +21.69% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.77% | — | -3.12% | |
| 28 | ADBE | Adobe INC | 股票-科技 | 0.75% | -0.59% | EXIT | |
| 29 | NET | Cloudflare INC - Class A | 股票-科技 | 0.72% | +0.09% | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.72% | — | -19.75% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | — | +10.28% | |
| 32 | AXON | Axon Enterprise INC | 股票-工业 | 0.67% | — | — | |
| 33 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.65% | +0.11% | +38.30% | |
| 34 | IDMO | Invesco S&p International De | ETF-其他 | 0.65% | — | +13.99% | |
| 35 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 0.64% | — | +13.26% | |
| 36 | ANET | Arista Networks INC | 股票-科技 | 0.62% | +0.54% | — | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.62% | — | +1.53% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | -0.36% | +10.04% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.44% | +4.19% | |
| 40 | KMI | Kinder Morgan INC | 股票-能源 | 0.60% | — | +0.39% | |
| 41 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.59% | — | -1.09% | |
| 42 | KKR | Kkr & Co INC | 股票-金融 | 0.59% | -0.32% | +9.95% | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.57% | +0.08% | +16.03% | |
| 44 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.57% | — | +0.67% | |
| 45 | BDYN | Ishares Dyn Act ETF | ETF-其他 | 0.57% | — | — | |
| 46 | UBER | Uber Technologies INC | 股票-工业 | 0.57% | — | +18.56% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | -0.11% | |
| 48 | WELL | Welltower INC | 股票-房地产 | 0.56% | — | -2.38% | |
| 49 | ELV | Elevance Health INC | 股票-医疗保健 | 0.55% | — | -1.72% | |
| 50 | GE | General Electric | 股票-工业 | 0.54% | +0.08% | -21.70% |