CIK: 0001728121
申报总市值
US$9.0亿
仅显示前 200 大持股（共 632 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 | 7.80% | +0.84% | -0.46% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.82% | +1.35% | +0.30% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.82% | +0.64% | -0.58% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.78% | +0.44% | -3.41% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.23% | -3.46% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.25% | — | -3.42% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.02% | — | -0.31% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.81% | -0.93% | +2.61% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.69% | — | -1.93% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.56% | +0.44% | +0.39% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | -0.17% | -5.48% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.14% | -5.70% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.07% | — | +0.12% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | +3.42% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | — | -1.46% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.88% | — | -1.34% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | -0.18% | -4.09% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.80% | — | -3.26% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.75% | -0.19% | +7.20% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | -3.89% | |
| 21 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.70% | -0.15% | -3.34% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | +0.21% | -1.83% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.67% | +0.26% | -0.02% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.65% | — | -1.83% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | +8.79% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.54% | — | -16.76% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.54% | -0.26% | +1.58% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.52% | -0.27% | +2.51% | |
| 29 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.52% | — | +3.56% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.51% | -0.29% | +34.25% | |
| 31 | GEV | GE Vernova INC | 股票-工业 | 0.50% | — | +5.24% | |
| 32 | AMGN | Amgen INC | 股票-医疗保健 | 0.49% | — | -1.85% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.49% | — | -1.41% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | — | +2.57% | |
| 35 | CAT | Caterpillar INC | 股票-工业 | 0.48% | — | -5.23% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +0.23% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.17% | -2.10% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.41% | -0.21% | +836.10% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.40% | — | +3.07% | |
| 40 | GE | General Electric | 股票-工业 | 0.40% | — | -2.91% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.40% | -0.13% | +46.69% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | — | +1.51% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.14% | -0.34% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | — | +0.97% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.37% | — | -1.32% | |
| 46 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.37% | -0.38% | EXIT | |
| 47 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.37% | — | +0.89% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.35% | — | +125.20% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.35% | -0.32% | +16.07% | |
| 50 | WM | Waste Management INC | 股票-工业 | 0.33% | — | -1.44% |