CIK: 0001728121
申报总市值
US$9.0亿
仅显示前 200 大持股（共 628 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 | 8.10% | +0.84% | -6.51% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.60% | +1.35% | -1.79% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.08% | +0.44% | -37.59% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | -0.23% | -12.01% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.05% | +0.64% | +0.40% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.44% | — | -11.47% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.97% | — | -8.43% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.82% | -0.93% | +2.71% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.76% | — | -17.36% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.69% | -0.17% | -2.83% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | -0.14% | -8.29% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.24% | +0.44% | -1.50% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | — | -2.09% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | — | -5.11% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +2.82% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.96% | — | -3.39% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.92% | -0.18% | -2.05% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.85% | — | -1.24% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 0.73% | +0.21% | -10.10% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -6.89% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.70% | +0.26% | +4.96% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | — | +0.46% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | — | -6.30% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.66% | -0.19% | +9.13% | |
| 25 | NFLX | Netflix INC | 股票-通信服务 | 0.61% | -0.21% | -4.22% | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | -0.26% | -49.68% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | -5.43% | |
| 28 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.53% | — | +0.09% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.52% | -0.27% | +13.14% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.50% | — | -4.33% | |
| 31 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.48% | -0.15% | +153.52% | |
| 32 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.48% | — | +16.87% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | -4.31% | |
| 34 | GEV | GE Vernova INC | 股票-工业 | 0.47% | — | -0.66% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.45% | — | -4.14% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | -4.68% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.44% | — | -10.44% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.17% | +7.02% | |
| 39 | GE | General Electric | 股票-工业 | 0.40% | — | -13.39% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.40% | — | -0.60% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | -0.83% | |
| 42 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.39% | -0.38% | EXIT | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | — | -2.46% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.14% | -10.07% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.38% | — | -1.70% | |
| 46 | UBER | Uber Technologies INC | 股票-工业 | 0.38% | — | -22.45% | |
| 47 | LEU | Centrus Energy Corp-class A | 股票-能源 | 0.37% | — | -18.48% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.36% | — | -9.29% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.36% | — | -8.81% | |
| 50 | WM | Waste Management INC | 股票-工业 | 0.36% | — | -0.86% |