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 | 34.73% | — | +3.71% | |
| 2 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 4.38% | — | +8.76% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | — | +3.24% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.22% | — | +1.76% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.20% | — | +13.93% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.87% | — | +8.13% | |
| 7 | NTNX | Nutanix INC - A | 股票-科技 | 2.53% | — | +0.07% | |
| 8 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.49% | — | +2.94% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.37% | — | +5.62% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.16% | — | +13.55% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.14% | — | +14.07% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.95% | — | +1.21% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 1.87% | — | +5.56% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.69% | — | -0.24% | |
| 15 | ADI | Analog Devices INC | 股票-科技 | 1.61% | — | +11.87% | |
| 16 | T | At&t INC | 股票-通信服务 | 1.58% | — | +6.06% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | — | +87.99% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.42% | — | +5.45% | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 1.33% | — | +3.18% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.31% | — | -0.75% | |
| 21 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.21% | — | +4.80% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.19% | — | +122.57% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.16% | — | +5.21% | |
| 24 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.14% | — | -16.25% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 1.06% | — | +1.26% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.99% | — | +380.40% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.96% | — | +20.72% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | — | +24.74% | |
| 29 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.92% | — | +1.38% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.87% | — | +8.84% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.77% | — | -0.02% | |
| 32 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.72% | — | +5.76% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.68% | — | +0.39% | |
| 34 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.60% | — | -1.83% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | +13.91% | |
| 36 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.55% | — | -1.91% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | +10.79% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.51% | — | — | |
| 39 | XLNXEUR | Xilinx INC | 股票-其他 | 0.49% | — | +0.73% | |
| 40 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-其他 | 0.48% | — | +40.91% | |
| 41 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.40% | — | — | |
| 42 | SUB | Ishares Short-term National | ETF-其他 | 0.39% | — | +0.07% | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.37% | — | +31.31% | |
| 44 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.37% | — | -0.54% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.35% | — | +48.13% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.35% | — | — | |
| 47 | IAK | Ishares U.s. Insurance ETF | ETF-其他 | 0.27% | — | +0.64% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.26% | — | +60.41% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.25% | — | +0.13% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.20% | — | — |