CIK: 0001907254
申报总市值
US$2.8亿
仅显示前 200 大持股（共 227 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 | ✓ | Avadel Pharmaceuticals PLC | 股票-其他 | 12.83% | — | +0.29% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.94% | +0.28% | +6.42% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.61% | +0.47% | +3.45% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.58% | +0.22% | +9.39% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.28% | +2.83% | |
| 6 | ADBE | Adobe INC | 股票-科技 | 2.36% | — | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.36% | +0.26% | -1.60% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | +0.12% | +8.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | +0.12% | +9.67% | |
| 10 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 1.86% | +0.20% | -1.76% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.69% | -0.01% | -7.26% | |
| 12 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.53% | -0.34% | EXIT | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.31% | — | — | |
| 14 | BX | Blackstone INC | 股票-金融 | 1.29% | — | -6.87% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | — | +4.80% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.95% | +0.37% | +41.99% | |
| 17 | BA | Boeing Co/the | 股票-工业 | 0.94% | — | +16.56% | |
| 18 | S | Sentinelone INC -class A | 股票-科技 | 0.85% | — | +3.25% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.79% | — | +5.72% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | -0.01% | +33.58% | |
| 21 | URI | United Rentals INC | 股票-工业 | 0.74% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +13.09% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | — | +1.17% | |
| 24 | GIS | General Mills INC | 股票-非周期性消费 | 0.69% | — | +21.71% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.67% | — | +2.27% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | — | +39.12% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | — | +0.72% | |
| 28 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.64% | +0.68% | +30.44% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | +16.90% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.64% | — | -18.50% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.63% | -0.15% | +0.77% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | +0.20% | +1.47% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | -2.86% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | +3.76% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.59% | — | +1.82% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.57% | — | +23.12% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | +15.10% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | +12.27% | |
| 39 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.55% | — | -1.72% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +0.15% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | +0.73% | |
| 42 | EXP | Eagle Materials INC | 股票-原材料 | 0.54% | — | -1.73% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.53% | — | +142.21% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.52% | — | +130.21% | |
| 45 | INDI | Indie Semiconductor Inc-a | 股票-其他 | 0.52% | — | -3.01% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | -6.95% | |
| 47 | PI | Impinj INC | 股票-科技 | 0.51% | — | +16.29% | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.50% | — | +1.57% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | -0.60% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | — | +13.77% |