CIK: 0001907254
申报总市值
US$2.8亿
仅显示前 200 大持股（共 212 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 | 9.31% | +0.47% | -2.58% | |
| 2 | ✓ | Avadel Pharmaceu | 股票-其他 | 8.75% | -12.75% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 7.82% | +0.28% | -3.04% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.71% | +0.22% | -1.09% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.99% | +0.26% | -0.07% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.28% | -3.56% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.60% | +0.12% | -0.65% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.43% | -0.01% | +0.33% | |
| 9 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 2.42% | -0.34% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.13% | +0.12% | -6.31% | |
| 11 | BX | Blackstone INC | 股票-金融 | 1.49% | — | -2.55% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.19% | +0.06% | +11.00% | |
| 13 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 1.04% | +0.20% | -2.59% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.03% | -0.01% | -9.99% | |
| 15 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 1.01% | -0.36% | +25.38% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.96% | -0.15% | -3.19% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | +0.27% | |
| 18 | ENVX | Enovix CORP | 股票-其他 | 0.91% | — | -4.48% | |
| 19 | URI | United Rentals INC | 股票-工业 | 0.90% | — | -0.28% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | — | +0.17% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | -0.06% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.85% | — | +3.53% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | -0.68% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.37% | +0.12% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.79% | — | +14.21% | |
| 26 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.78% | +0.27% | -0.18% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.73% | — | +0.58% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | -10.20% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | — | +0.13% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | -1.87% | |
| 31 | GIS | General Mills INC | 股票-非周期性消费 | 0.61% | — | -3.85% | |
| 32 | PI | Impinj INC | 股票-科技 | 0.60% | — | -23.57% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.59% | — | -15.36% | |
| 34 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.59% | +0.68% | -3.54% | |
| 35 | MU | Micron Technology INC | 股票-科技 | 0.58% | +0.76% | +35.12% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | — | |
| 37 | S | Sentinelone INC -class A | 股票-科技 | 0.57% | — | -4.45% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | — | -20.41% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | +0.20% | -13.06% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -2.33% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | — | -11.93% | |
| 42 | DDOG | Datadog INC - Class A | 股票-科技 | 0.51% | — | -0.49% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.22% | -5.47% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | — | +3.05% | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.46% | — | +0.88% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | — | -4.14% | |
| 47 | PBI | Pitney Bowes INC | 股票-其他 | 0.42% | — | -5.23% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | — | -7.17% | |
| 49 | GNRC | Generac Holdings INC | 股票-工业 | 0.41% | +0.15% | -8.49% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.41% | — | — |