CIK: 0001731731
申报总市值
US$4.1亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.37% | +0.08% | +0.83% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.83% | +0.51% | +8.82% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.63% | — | +2.37% | |
| 4 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 3.02% | +0.15% | +14.80% | |
| 5 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 2.62% | +0.15% | +11.52% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.44% | +0.75% | -3.52% | |
| 7 | PCT | Purecycle Technologies INC | 股票-其他 | 2.41% | -0.73% | -5.30% | |
| 8 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 2.13% | +0.13% | +17.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.06% | -0.71% | +19.22% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.94% | -0.19% | -2.01% | |
| 11 | NTRA | Natera INC | 股票-医疗保健 | 1.85% | -0.15% | +11.84% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.76% | +0.29% | +6.96% | |
| 13 | AMBA | Ambarella, Inc. | 股票-科技 | 1.54% | -0.37% | +1.68% | |
| 14 | MRVL | Marvell Technology INC | 股票-科技 | 1.47% | -0.11% | +1.68% | |
| 15 | MP | Mp Materials CORP | 股票-原材料 | 1.46% | — | -12.99% | |
| 16 | GH | Guardant Health INC | 股票-医疗保健 | 1.44% | -0.09% | +1.59% | |
| 17 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.39% | — | +10.65% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.35% | — | +8.92% | |
| 19 | MELI | Mercadolibre INC | 股票-周期性消费 | 1.26% | -0.10% | +31.19% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.20% | — | +1.77% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.18% | — | -1.33% | |
| 22 | GLW | Corning INC | 股票-科技 | 1.12% | +0.49% | +1.20% | |
| 23 | UBER | Uber Technologies INC | 股票-工业 | 1.09% | -0.08% | +1.79% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.12% | +3.88% | |
| 25 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.07% | +0.20% | +9.58% | |
| 26 | SNOW | Snowflake INC | 股票-科技 | 1.01% | -0.11% | -29.57% | |
| 27 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.98% | -0.06% | +1.74% | |
| 28 | MU | Micron Technology INC | 股票-科技 | 0.97% | -0.28% | -12.94% | |
| 29 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.93% | — | +9.03% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | -0.22% | +5.66% | |
| 31 | RH | Rh | 股票-周期性消费 | 0.91% | -0.18% | +1.61% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.89% | — | +11.60% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.88% | — | +11.95% | |
| 34 | BLK | Blackrock INC | 股票-金融 | 0.88% | — | +3.18% | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.88% | — | +4.01% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.88% | — | +3.13% | |
| 37 | NET | Cloudflare INC - Class A | 股票-科技 | 0.88% | — | -13.34% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.85% | — | +12.37% | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.85% | +0.29% | +11.24% | |
| 40 | OKTA | Okta INC | 股票-科技 | 0.83% | +0.51% | +22.65% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | +0.21% | +0.33% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.81% | — | +2.76% | |
| 43 | 8QR | Confluent Inc-class A | 股票-其他 | 0.80% | — | +18.15% | |
| 44 | ANET | Arista Networks INC | 股票-科技 | 0.78% | — | +1.46% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | -0.09% | -45.90% | |
| 46 | XYZ | Block INC | 股票-金融 | 0.77% | +0.13% | +1.56% | |
| 47 | GD | General Dynamics CORP | 股票-工业 | 0.75% | — | +3.58% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | +3.34% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | +0.10% | +3.44% | |
| 50 | NOW | Servicenow INC | 股票-科技 | 0.72% | +0.14% | +17.90% |