CIK: 0001843253
申报总市值
US$656.6万
| # | 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 25.44% | +8.19% | -0.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 19.10% | -0.97% | -0.44% | |
| 3 | TSLA | Tesla INC | 股票-周期性消费 | 10.63% | -10.63% | EXIT | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 9.45% | -0.99% | +69.36% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 8.15% | -8.15% | EXIT | |
| 6 | AAPL | Apple INC | 股票-科技 | 6.90% | +2.61% | -0.56% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.85% | +3.31% | -6.97% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.85% | +1.28% | -3.29% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.68% | +1.99% | +3.87% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.52% | +1.52% | -3.81% | |
| 11 | BA | Boeing Co/the | 股票-工业 | 2.35% | +0.83% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.08% | -2.08% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.2% | +69.36% | 加仓 |
| 2 | BA | Boeing Co/the | -0.3% | — | 不变 |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | +3.87% | 加仓 |
| 4 | AAPL | Apple INC | -0.4% | -0.56% | 减仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -3.29% | 减仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -3.81% | 减仓 |
| 7 | TSLA | Tesla INC | -1.1% | +0.57% | 加仓 |
| 8 | COST | Costco Wholesale CORP | -1.4% | -6.97% | 减仓 |
| 9 | AMZN | Amazon.com INC | -1.7% | -0.04% | 减仓 |
| 10 | MSFT | Microsoft CORP | -3.9% | -0.44% | 减仓 |
| 11 | IBM | Intl Business Machines CORP | — | NEW | 新建仓 |
| 12 | EFX | Equifax INC | — | EXIT | 清仓 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |