CIK: 0001738723
申报总市值
US$4.3亿
仅显示前 200 大持股（共 415 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 | AAPL | Apple INC | 股票-科技 | 10.57% | -0.30% | -0.84% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 10.25% | -0.10% | -1.18% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.40% | +0.42% | +2.24% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.98% | -0.67% | +0.63% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.53% | -0.02% | -0.93% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.29% | +0.01% | -0.42% | |
| 7 | MOG-B | Moog Inc-class B | 股票-其他 | 3.85% | +1.22% | — | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.84% | +0.14% | +0.51% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.83% | -0.10% | +0.45% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.39% | — | +0.89% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.35% | +0.33% | +1.12% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 2.18% | -0.52% | +0.76% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 2.11% | — | +2.81% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.99% | -0.19% | +3.82% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.98% | -0.02% | +1.52% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.79% | -0.21% | +1.31% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.77% | +0.02% | +0.41% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.61% | — | +0.20% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | -0.09% | +0.26% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 1.33% | +0.01% | +5.07% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.27% | -0.08% | +0.67% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.22% | — | +2.51% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -0.59% | +0.67% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 1.07% | +0.36% | +2.00% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.96% | +0.29% | -16.32% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | +0.02% | +2.45% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.87% | — | +3.07% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.83% | -0.06% | +3.17% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.81% | -0.52% | -6.42% | |
| 30 | NFLX | Netflix INC | 股票-通信服务 | 0.71% | -0.28% | +902.21% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.20% | +5.46% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.39% | +6.60% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.38% | -6.05% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | +0.07% | -2.09% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.54% | -0.33% | +8.09% | |
| 36 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.47% | — | -5.26% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.47% | — | -8.56% | |
| 38 | GE | General Electric | 股票-工业 | 0.46% | +0.13% | +11.17% | |
| 39 | MOG-A | Moog Inc-class A | 股票-其他 | 0.46% | +0.13% | -3.93% | |
| 40 | TMUS | T-mobile US INC | 股票-通信服务 | 0.43% | -0.39% | -7.82% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.34% | -0.11% | +58.24% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.33% | — | +13.49% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.31% | — | -8.98% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.29% | +0.07% | +67.97% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.29% | -0.15% | +58.33% | |
| 46 | CAT | Caterpillar INC | 股票-工业 | 0.26% | +0.29% | +323.99% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.26% | +0.74% | +92.43% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.24% | — | -21.77% | |
| 49 | BLK | Blackrock INC | 股票-金融 | 0.20% | — | -36.23% | |
| 50 | MU | Micron Technology INC | 股票-科技 | 0.20% | +1.76% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | +2.24% | 加仓 |
| 2 | LLY | Eli Lilly & Co | +0.7% | +1.12% | 加仓 |
| 3 | MOG-B | Moog Inc-class B | +0.6% | — | 不变 |
| 4 | AAPL | Apple INC | +0.4% | -0.84% | 减仓 |
| 5 | CAT | Caterpillar INC | +0.2% | +323.99% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +1.31% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.2% | +92.43% | 加仓 |
| 8 | WMT | Walmart INC | +0.1% | +0.76% | 加仓 |
| 9 | AMZN | Amazon.com INC | +0.1% | -0.93% | 减仓 |
| 10 | MS | Morgan Stanley | +0.1% | +67.97% | 加仓 |
| 11 | CSCO | Cisco Systems INC | +0.1% | +2.00% | 加仓 |
| 12 | AXP | American Express Co | +0.1% | +58.33% | 加仓 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +58.24% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -2.09% | 减仓 |
| 15 | AVGO | Broadcom INC | +0.1% | +0.51% | 加仓 |
| 16 | WFC | Wells Fargo & Co | +0.1% | +5.46% | 加仓 |
| 17 | RTX | Rtx CORP | +0.1% | +122.46% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +0.67% | 加仓 |
| 19 | BAC | Bank Of America CORP | +0.1% | +2.45% | 加仓 |
| 20 | TSLA | Tesla INC | +0.1% | +5.07% | 加仓 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +8.09% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +1.52% | 加仓 |
| 23 | KO | Coca-cola Co/the | +0.1% | +3.17% | 加仓 |
| 24 | GE | General Electric | +0.1% | +11.17% | 加仓 |
| 25 | MOG-A | Moog Inc-class A | +0.1% | -3.93% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +0.45% | 加仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.42% | 减仓 |
| 28 | NOW | Servicenow INC | -0.1% | +85.12% | 加仓 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -53.19% | 减仓 |
| 30 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -46.70% | 减仓 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -6.42% | 减仓 |
| 32 | VBR | Vanguard Small-cap Value ETF | -0.1% | -21.77% | 减仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | -6.05% | 减仓 |
| 34 | BA | Boeing Co/the | -0.1% | -50.00% | 减仓 |
| 35 | ADP | Automatic Data Processing | -0.1% | -41.23% | 减仓 |
| 36 | TMUS | T-mobile US INC | -0.1% | -7.82% | 减仓 |
| 37 | BLK | Blackrock INC | -0.2% | -36.23% | 减仓 |
| 38 | META | Meta Platforms Inc-class A | -0.2% | +3.82% | 加仓 |
| 39 | PG | Procter & Gamble Co/the | -0.2% | +0.89% | 加仓 |
| 40 | ACN | Accenture plc | -0.2% | -98.33% | 减仓 |
| 41 | NFLX | Netflix INC | -0.2% | +902.21% | 加仓 |
| 42 | HD | Home Depot INC | -0.2% | +0.67% | 加仓 |
| 43 | UNH | Unitedhealth Group INC | -0.3% | -16.32% | 减仓 |
| 44 | MRK | Merck & Co. INC. | -0.3% | -75.24% | 减仓 |
| 45 | PEP | Pepsico INC | -0.3% | -75.51% | 减仓 |
| 46 | NVDA | Nvidia CORP | -0.3% | -1.18% | 减仓 |
| 47 | LIN | Linde plc | -0.4% | -91.23% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.6% | +0.63% | 加仓 |
| 49 | ORCL | Oracle CORP | -0.9% | +2.81% | 加仓 |
| 50 | MU | Micron Technology INC | — | NEW | 新建仓 |