CIK: 0001907254
申报总市值
US$2.8亿
仅显示前 200 大持股（共 205 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 | 10.33% | +0.47% | -3.68% | |
| 2 | ✓ | Avadel Pharmaceu | 股票-其他 | 7.80% | -12.75% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.43% | +0.28% | -2.62% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.91% | +0.22% | +1.65% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.31% | +0.26% | +0.34% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.22% | +0.12% | +1.23% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.28% | -4.23% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.12% | -0.01% | -7.14% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.92% | +0.12% | -1.86% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.72% | -0.34% | EXIT | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.49% | +0.06% | +1.71% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.40% | -0.01% | +8.42% | |
| 13 | BX | Blackstone INC | 股票-金融 | 1.33% | — | -2.22% | |
| 14 | URI | United Rentals INC | 股票-工业 | 1.03% | — | +0.49% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.99% | — | -4.53% | |
| 16 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 0.98% | +0.20% | -2.87% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | — | -2.40% | |
| 18 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.94% | +0.27% | +0.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | — | -5.40% | |
| 20 | ENVX | Enovix CORP | 股票-其他 | 0.89% | — | -1.01% | |
| 21 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.88% | -0.36% | -3.01% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.83% | -0.15% | -0.43% | |
| 23 | MU | Micron Technology INC | 股票-科技 | 0.83% | +0.76% | +1.55% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.37% | +0.37% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.81% | — | -0.13% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.80% | — | +6.33% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | — | -0.61% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | — | +4.16% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | — | -2.98% | |
| 30 | SMR | Nuscale Power CORP | 股票-工业 | 0.69% | — | -3.32% | |
| 31 | NFLX | Netflix INC | 股票-通信服务 | 0.68% | — | +3.04% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | +0.20% | +8.50% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.62% | — | -2.06% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | — | +15.16% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.56% | — | -5.93% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | -0.73% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | +14.43% | |
| 38 | C | Citigroup INC | 股票-金融 | 0.52% | — | +21.02% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | -13.22% | |
| 40 | DDOG | Datadog INC - Class A | 股票-科技 | 0.51% | — | -0.74% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -4.54% | |
| 42 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.46% | +0.68% | -9.10% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.22% | -7.82% | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.44% | +0.31% | +4.83% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | +10.21% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.44% | — | — | |
| 47 | LNG | Cheniere Energy INC | 股票-能源 | 0.43% | +0.21% | -0.50% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | -4.05% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.42% | — | +3.30% | |
| 50 | S | Sentinelone INC -class A | 股票-科技 | 0.42% | — | -1.30% |