CIK: 0001907254
申报总市值
US$2.8亿
仅显示前 200 大持股（共 209 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 Pharmaceu | 股票-其他 | 11.56% | -12.75% | EXIT | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.81% | +0.47% | +891.84% | |
| 3 | AAPL | Apple INC | 股票-科技 | 7.02% | +0.28% | +3.00% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.25% | +0.22% | -0.10% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.28% | -1.63% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | +0.26% | -1.24% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.33% | +0.12% | -0.54% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | +0.12% | +1.02% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.11% | -0.01% | +0.48% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 2.04% | -0.34% | EXIT | |
| 11 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 1.50% | +0.20% | -2.96% | |
| 12 | ENVX | Enovix CORP | 股票-其他 | 1.28% | — | +55.57% | |
| 13 | BX | Blackstone INC | 股票-金融 | 1.13% | — | -2.84% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | — | -2.63% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.88% | +0.37% | +0.19% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | -0.01% | -0.95% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.88% | — | -19.38% | |
| 18 | PI | Impinj INC | 股票-科技 | 0.86% | — | -0.10% | |
| 19 | URI | United Rentals INC | 股票-工业 | 0.83% | — | +4.45% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.82% | — | +25.55% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | — | +10.02% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | — | +3.13% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.78% | — | +0.20% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | +0.10% | |
| 25 | BA | Boeing Co/the | 股票-工业 | 0.73% | — | +5.54% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.70% | +0.20% | +36.41% | |
| 27 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.70% | -0.36% | +27.18% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.69% | — | -0.26% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.68% | — | -0.87% | |
| 30 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.68% | +0.27% | +7.55% | |
| 31 | GIS | General Mills INC | 股票-非周期性消费 | 0.65% | — | -1.62% | |
| 32 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.64% | +0.68% | +5.72% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.62% | — | -1.01% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.60% | — | -6.31% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +0.61% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.22% | -1.66% | |
| 37 | S | Sentinelone INC -class A | 股票-科技 | 0.58% | — | -12.00% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | -1.32% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | — | -2.43% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | — | +1.58% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -5.01% | |
| 42 | EXP | Eagle Materials INC | 股票-原材料 | 0.52% | — | +17.10% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | — | -3.68% | |
| 44 | DDOG | Datadog INC - Class A | 股票-科技 | 0.48% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | — | -2.21% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.46% | +0.06% | +0.64% | |
| 47 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.46% | — | -5.39% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | — | -31.83% | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | -0.15% | +16.08% | |
| 50 | GNRC | Generac Holdings INC | 股票-工业 | 0.40% | +0.15% | -2.35% |