CIK: 0001968434
申报总市值
US$1.2亿
仅显示前 200 大持股（共 589 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 14.37% | -4.88% | +0.01% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 10.78% | +2.71% | -0.96% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 9.81% | +3.90% | -10.65% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 7.31% | +1.13% | +0.17% | |
| 5 | UBER | Uber Technologies INC | 股票-工业 | 7.07% | -4.01% | +0.01% | |
| 6 | AAPL | Apple INC | 股票-科技 | 5.45% | +1.33% | +0.71% | |
| 7 | PEBO | Peoples Bancorp INC | 股票-其他 | 4.87% | -4.21% | EXIT | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.19% | +1.17% | +14.60% | |
| 9 | NFLX | Netflix INC | 股票-通信服务 | 2.12% | — | +49.12% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.65% | +0.12% | +2.49% | |
| 11 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.51% | +0.54% | +1.91% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.45% | +0.96% | +4.65% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | +0.51% | -12.88% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | +0.33% | +2.59% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.90% | +0.35% | +0.41% | |
| 16 | SPG | Simon Property Group INC | 股票-房地产 | 0.87% | +0.18% | — | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.72% | — | -10.96% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | -0.03% | -39.59% | |
| 19 | FHN | First Horizon CORP | 股票-金融 | 0.67% | -0.10% | +0.00% | |
| 20 | FBK | Fb Financial CORP | 股票-其他 | 0.62% | — | — | |
| 21 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 0.55% | — | -21.82% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.51% | — | +0.03% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | -0.10% | +29.98% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.46% | — | +0.03% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.44% | — | — | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 0.42% | -0.03% | -0.36% | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 0.38% | -0.01% | — | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.37% | -0.20% | +8.23% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | — | +0.08% | |
| 30 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 0.34% | — | +0.47% | |
| 31 | SYBT | Stock Yards Bancorp INC | 股票-其他 | 0.34% | — | — | |
| 32 | AB | Alliancebernstein Holding LP | 股票-其他 | 0.33% | -0.29% | EXIT | |
| 33 | DE | Deere & Co | 股票-工业 | 0.33% | — | +0.88% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | -0.11% | -0.23% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.32% | -0.07% | +0.02% | |
| 36 | OWL | Blue Owl Capital INC | 股票-金融 | 0.32% | -0.17% | -1.13% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.32% | -0.20% | — | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | — | +2.52% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.31% | — | -0.06% | |
| 40 | KKR | Kkr & Co INC | 股票-金融 | 0.30% | — | — | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.28% | -0.08% | -0.23% | |
| 42 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.28% | — | — | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.27% | -0.20% | EXIT | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.25% | — | — | |
| 45 | NOW | Servicenow INC | 股票-科技 | 0.25% | -0.15% | -4.17% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.24% | — | +12.95% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.29% | +8.80% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.24% | — | — | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.23% | — | +0.49% | |
| 50 | CHDN | Churchill Downs INC | 股票-周期性消费 | 0.23% | -0.23% | EXIT |