CIK: 0001751817
申报总市值
US$7.3亿
| # | 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 34.81% | — | -0.01% | |
| 2 | NTNX | Nutanix INC - A | 股票-科技 | 4.22% | — | +0.26% | |
| 3 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 4.01% | — | -1.79% | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 3.14% | — | -0.71% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 3.01% | — | -0.74% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.97% | — | -1.38% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.86% | — | +19.57% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | — | -2.49% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.78% | — | -4.57% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.74% | — | +0.22% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.25% | — | -0.24% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.93% | — | -1.30% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.90% | — | -3.33% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 1.74% | — | -0.36% | |
| 15 | T | At&t INC | 股票-通信服务 | 1.69% | — | -0.78% | |
| 16 | ADI | Analog Devices INC | 股票-科技 | 1.61% | — | -1.58% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.56% | — | -0.79% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.32% | — | +0.39% | |
| 19 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.32% | — | +17.14% | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.30% | — | +0.15% | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 1.27% | — | +0.60% | |
| 22 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-其他 | 1.25% | — | -10.54% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.06% | — | -1.93% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 1.01% | — | +0.07% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.95% | — | -1.20% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.88% | — | +1.84% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.87% | — | +1.07% | |
| 28 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.84% | — | -3.26% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | — | -0.31% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | — | -0.18% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.75% | — | -2.18% | |
| 32 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.74% | — | +1.19% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.73% | — | +0.80% | |
| 34 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.69% | — | -6.55% | |
| 35 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.63% | — | -2.99% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | -0.88% | |
| 37 | XLNXEUR | Xilinx INC | 股票-其他 | 0.52% | — | +0.39% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.44% | — | +1.81% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | — | +2.25% | |
| 40 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.36% | — | +0.80% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.34% | — | -1.81% | |
| 42 | SUB | Ishares Short-term National | ETF-其他 | 0.33% | — | +0.26% | |
| 43 | IAK | Ishares U.s. Insurance ETF | ETF-其他 | 0.32% | — | -0.34% | |
| 44 | AMAT | Applied Materials INC | 股票-科技 | 0.29% | — | -7.17% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.26% | — | +0.50% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.24% | — | +0.47% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.18% | — | -10.92% | |
| 48 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.16% | — | -68.00% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.15% | — | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.12% | — | — |