CIK: 0001769646
申报总市值
US$9.7亿
仅显示前 200 大持股（共 365 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 | UPS | United Parcel Service-cl B | 股票-工业 | 1.26% | +0.87% | — | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 1.25% | — | — | |
| 3 | ROST | Ross Stores INC | 股票-周期性消费 | 1.21% | -0.38% | — | |
| 4 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.20% | — | — | |
| 5 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.19% | — | — | |
| 6 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 1.12% | — | — | |
| 7 | DXCM | Dexcom INC | 股票-医疗保健 | 1.10% | — | — | |
| 8 | MELI | Mercadolibre INC | 股票-周期性消费 | 1.09% | — | — | |
| 9 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.06% | -0.75% | EXIT | |
| 10 | 6D8 | Dupont De Nemours INC | 股票-其他 | 1.06% | — | — | |
| 11 | 0VVB | Paramount Global-class B | 股票-其他 | 1.06% | — | — | |
| 12 | ECL | Ecolab INC | 股票-原材料 | 1.04% | — | — | |
| 13 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.04% | — | — | |
| 14 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.03% | — | — | |
| 15 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.01% | — | — | |
| 16 | SNAP | Snap INC - A | 股票-通信服务 | 0.97% | — | — | |
| 17 | AIG | American International Group | 股票-金融 | 0.95% | — | — | |
| 18 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.94% | -0.69% | EXIT | |
| 19 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.89% | -0.97% | EXIT | |
| 20 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.88% | — | — | |
| 21 | XLNXEUR | Xilinx INC | 股票-其他 | 0.87% | — | — | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 0.87% | — | — | |
| 23 | FIVE | Five Below | 股票-周期性消费 | 0.86% | — | — | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.84% | — | — | |
| 25 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.82% | — | — | |
| 26 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.76% | — | — | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.71% | — | — | |
| 28 | ETSY | Etsy INC | 股票-周期性消费 | 0.70% | — | — | |
| 29 | ZEN1EUR | Zendesk INC | 股票-其他 | 0.69% | — | — | |
| 30 | HAL | Halliburton Co | 股票-能源 | 0.69% | — | — | |
| 31 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.69% | — | — | |
| 32 | A | Agilent Technologies INC | 股票-医疗保健 | 0.68% | — | — | |
| 33 | DE | Deere & Co | 股票-工业 | 0.68% | — | — | |
| 34 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.68% | — | — | |
| 35 | DOCU | Docusign INC | 股票-科技 | 0.67% | — | — | |
| 36 | WDC | Western Digital CORP | 股票-科技 | 0.66% | — | — | |
| 37 | CTRA | Coterra Energy INC | 股票-能源 | 0.65% | — | — | |
| 38 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 0.64% | — | — | |
| 39 | PLANUSD | Anaplan INC | 股票-其他 | 0.61% | — | — | |
| 40 | DXC | Dxc Technology Co | 股票-科技 | 0.60% | — | — | |
| 41 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.58% | — | — | |
| 42 | MCK | Mckesson CORP | 股票-医疗保健 | 0.56% | — | — | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.54% | — | — | |
| 44 | GDDY | Godaddy INC - Class A | 股票-科技 | 0.54% | — | — | |
| 45 | WAB | Wabtec CORP | 股票-工业 | 0.53% | — | — | |
| 46 | LNG | Cheniere Energy INC | 股票-能源 | 0.53% | -0.80% | — | |
| 47 | GAP | Gap Inc/the | 股票-周期性消费 | 0.52% | — | — | |
| 48 | UTXZ | United Tech CORP | 股票-其他 | 0.52% | — | — | |
| 49 | PZZA | Papa John's Intl INC | 股票-其他 | 0.50% | — | — | |
| 50 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.49% | +1.11% | NEW |