CIK: 0001932342
申报总市值
US$3.1亿
仅显示前 200 大持股（共 210 只）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 6.81% | +1.52% | +9479.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.97% | +0.37% | +2978.81% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.96% | — | +2755.16% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.15% | +0.70% | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.10% | +1.55% | +824.12% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 3.00% | -3.32% | EXIT | |
| 7 | WMT | Walmart INC | 股票-非周期性消费 | 2.70% | +1.27% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.68% | +1.41% | +2134.79% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.43% | -3.29% | EXIT | |
| 10 | MS | Morgan Stanley | 股票-金融 | 2.38% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.31% | +0.40% | — | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | +0.45% | — | |
| 13 | COIN | Coinbase Global INC -class A | 股票-金融 | 1.95% | -1.27% | — | |
| 14 | DASH | Doordash INC - A | 股票-周期性消费 | 1.93% | -0.03% | — | |
| 15 | DE | Deere & Co | 股票-工业 | 1.75% | +1.00% | — | |
| 16 | RSG | Republic Services INC | 股票-工业 | 1.63% | — | — | |
| 17 | HON | Honeywell International INC | 股票-工业 | 1.63% | — | — | |
| 18 | ITW | Illinois Tool Works | 股票-工业 | 1.62% | — | — | |
| 19 | BKR | Baker Hughes Co | 股票-能源 | 1.58% | +1.34% | — | |
| 20 | BLK | Blackrock INC | 股票-金融 | 1.46% | — | — | |
| 21 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 1.44% | +0.79% | — | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.42% | -1.24% | EXIT | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.29% | +0.39% | — | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.24% | -0.29% | EXIT | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.10% | -2.15% | EXIT | |
| 26 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.10% | -1.21% | EXIT | |
| 27 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.08% | — | — | |
| 28 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.03% | -2.20% | EXIT | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.87% | +1206.52% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.01% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.93% | — | — | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.90% | +1.15% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | -0.87% | EXIT | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | — | — | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.78% | — | — | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.72% | -0.71% | EXIT | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | — | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | -1.02% | EXIT | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | — | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | -0.62% | EXIT | |
| 41 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 0.58% | -0.60% | EXIT | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | -0.57% | EXIT | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.56% | -0.58% | EXIT | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | -0.46% | EXIT | |
| 45 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 0.53% | — | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | -0.49% | EXIT | |
| 47 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.46% | -0.39% | EXIT | |
| 48 | OKLO | Oklo INC | 股票-公用事业 | 0.45% | — | — | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.45% | — | — | |
| 50 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.42% | -0.41% | EXIT |