CIK: 0001653253
申报总市值
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| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 46.98% | -0.14% | EXIT | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 19.30% | -10.25% | EXIT | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 16.19% | -6.28% | EXIT | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 9.78% | — | +0.91% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.66% | -0.90% | EXIT | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.47% | -0.18% | EXIT | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | -0.12% | EXIT | |
| 8 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.47% | — | — | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.42% | -0.22% | EXIT | |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.28% | — | +16.60% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | -0.12% | EXIT | |
| 12 | ✓ | First Tr Dow Jones Internet In | 股票-其他 | 0.22% | — | — | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.19% | — | -32.16% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.19% | — | — | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.19% | — | -21.11% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.16% | -0.28% | EXIT | |
| 17 | UPS | United Parcel Service-cl B | 股票-工业 | 0.13% | — | — | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 0.11% | -0.08% | EXIT | |
| 19 | ✓ | Waste Management, Inc. | 股票-其他 | 0.11% | -0.11% | EXIT | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.11% | — | +3.90% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.08% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.07% | — | — | |
| 23 | ✓ | Alphabet Inc. | 股票-其他 | 0.07% | -0.13% | EXIT | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.07% | — | +100.00% | |
| 25 | ✓ | Alphabet Inc. | 股票-其他 | 0.06% | -0.10% | EXIT | |
| 26 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.05% | — | +66.67% | |
| 27 | ✓ | Comcast Corporation | 股票-其他 | 0.05% | — | +173.24% | |
| 28 | ✓ | Verizon Communications Inc. | 股票-其他 | 0.05% | — | +69.69% | |
| 29 | MGP | Mgm Growth Properties Llc-a | 股票-其他 | 0.05% | — | — | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.05% | — | — | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.05% | — | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.04% | — | — | |
| 33 | ✓ | AbbVie Inc. | 股票-其他 | 0.04% | -0.06% | EXIT | |
| 34 | ED | Consolidated Edison INC | 股票-公用事业 | 0.03% | — | — | |
| 35 | MCO | Moody's CORP | 股票-金融 | 0.03% | — | — | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.03% | — | +157.67% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.03% | -0.07% | EXIT | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.02% | — | +300.00% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.02% | — | — | |
| 40 | KOD | Kodiak Sciences INC | 股票-其他 | 0.02% | — | — | |
| 41 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.02% | -0.05% | EXIT | |
| 42 | ✓ | Trane Technologies PLC | 股票-其他 | 0.02% | — | — | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.02% | — | — | |
| 44 | ✓ | AT & T, Inc. New | 股票-其他 | 0.02% | — | +156.95% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.02% | — | -66.18% | |
| 46 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.02% | — | +46.19% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.02% | — | — | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.02% | — | — | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.02% | — | — | |
| 50 | GOLD | Gold.com, Inc. | 股票-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.3% | +817.47% | 加仓 |
| 2 | VGT | Vanguard Info Tech ETF | +0.4% | +1.52% | 加仓 |
| 3 | IGM | Ishares Expanded Tech Sector | +0.2% | +0.82% | 加仓 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +0.25% | 加仓 |
| 5 | XLK | Ss Technology Select Sector | +0.1% | +20.03% | 加仓 |
| 6 | SBUX | Starbucks CORP | +0.1% | — | 不变 |
| 7 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | +16.60% | 加仓 |
| 8 | DIS | Walt Disney Co/the | 0% | — | 不变 |
| 9 | IWF | Ishares Russell 1000 Growth | 0% | +7.99% | 加仓 |
| 10 | ✓ | Comcast Corporation | 0% | +173.24% | 加仓 |
| 11 | ✓ | Verizon Communications Inc. | 0% | +69.69% | 加仓 |
| 12 | DUK | Duke Energy CORP | 0% | +157.67% | 加仓 |
| 13 | ✓ | Waste Management, Inc. | 0% | +21.21% | 加仓 |
| 14 | FBIN | Fortune Brands Innovations I | 0% | +66.67% | 加仓 |
| 15 | KOD | Kodiak Sciences INC | 0% | — | 不变 |
| 16 | ✓ | AT & T, Inc. New | 0% | +156.95% | 加仓 |
| 17 | ✓ | Alphabet Inc. | 0% | — | 不变 |
| 18 | IWP | Ishares Russell Mid-cap Grow | 0% | +100.00% | 加仓 |
| 19 | ✓ | AbbVie Inc. | 0% | — | 不变 |
| 20 | ✓ | Alphabet Inc. | — | — | 不变 |
| 21 | AMZN | Amazon.com INC | — | +3.90% | 加仓 |
| 22 | ✓ | Merck & Co., Inc. | — | +46.19% | 加仓 |
| 23 | DVY | Ishares Select Dividend ETF | — | — | 不变 |
| 24 | ✓ | J P Morgan Chase And Co | — | — | 不变 |
| 25 | BA | Boeing Co/the | — | — | 不变 |
| 26 | MGP | Mgm Growth Properties Llc-a | — | — | 不变 |
| 27 | KO | Coca-cola Co/the | — | — | 不变 |
| 28 | HON | Honeywell International INC | — | — | 不变 |
| 29 | ✓ | Trane Technologies PLC | — | — | 不变 |
| 30 | PEP | Pepsico INC | — | — | 不变 |
| 31 | VYM | Vanguard High Dvd Yield ETF | 0% | -1.06% | 减仓 |
| 32 | MSFT | Microsoft CORP | 0% | +2.42% | 加仓 |
| 33 | GDRX | Goodrx Holdings Inc-class A | 0% | — | 不变 |
| 34 | META | Meta Platforms Inc-class A | 0% | — | 不变 |
| 35 | ED | Consolidated Edison INC | 0% | — | 不变 |
| 36 | PG | Procter & Gamble Co/the | 0% | +2.23% | 加仓 |
| 37 | HD | Home Depot INC | 0% | — | 不变 |
| 38 | INTC | Intel CORP | -0.1% | -66.18% | 减仓 |
| 39 | VGSH | Vanguard Short-term Treasury | -0.1% | -21.11% | 减仓 |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -32.16% | 减仓 |
| 41 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | +0.91% | 加仓 |
| 42 | TECL | Dire Dai Tec Bull 3x Etf-usd | — | EXIT | 清仓 |
| 43 | ✓ | First Tr Dow Jones Internet In | — | NEW | 新建仓 |
| 44 | FDN | First Trust Dj Internet Ind | — | EXIT | 清仓 |
| 45 | ✓ | Alibaba Group Holding Limited | — | EXIT | 清仓 |
| 46 | MTUM | Ishares Msci USA Momentum Fa | — | EXIT | 清仓 |
| 47 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 48 | KMB | Kimberly-clark CORP | — | EXIT | 清仓 |
| 49 | VITL | Vital Farms INC | — | EXIT | 清仓 |
| 50 | PFE | Pfizer INC | — | NEW | 新建仓 |