CIK: 0001904677
申报总市值
US$1.2亿
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 19.47% | +1.39% | -0.39% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.06% | -0.05% | -4.73% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.81% | +1.37% | -0.42% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.53% | -0.21% | -21.14% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.98% | -0.01% | -0.27% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -0.56% | -2.83% | |
| 7 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 3.24% | -0.35% | — | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 3.00% | -0.27% | +8.82% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.90% | -0.13% | -2.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.78% | +0.01% | -4.47% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.32% | +0.42% | +3.24% | |
| 12 | BX | Blackstone INC | 股票-金融 | 2.26% | -0.33% | -1.72% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.18% | -0.10% | -4.62% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.16% | +0.11% | -0.94% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.81% | — | -7.38% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.76% | +0.04% | -2.79% | |
| 17 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.66% | — | -3.92% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 1.61% | -0.13% | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | -0.08% | -2.16% | |
| 20 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 1.56% | -0.07% | +4.82% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.48% | +0.04% | +11.91% | |
| 22 | MELI | Mercadolibre INC | 股票-周期性消费 | 1.37% | — | -6.66% | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 1.31% | — | -6.87% | |
| 24 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-其他 | 1.10% | -0.18% | -6.28% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.02% | — | -3.39% | |
| 26 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.85% | — | +0.09% | |
| 27 | DVN | Devon Energy CORP | 股票-能源 | 0.82% | — | +15.51% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.82% | — | -2.98% | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 0.81% | — | -3.60% | |
| 30 | ENB | Enbridge INC | 股票-能源 | 0.80% | — | +12.85% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | — | -17.49% | |
| 32 | AMN | Amn Healthcare Services INC | 股票-其他 | 0.76% | — | +2.12% | |
| 33 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.75% | -0.11% | -11.71% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.74% | — | -0.25% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.65% | — | — | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | — | — | |
| 37 | BAX | Baxter International INC | 股票-医疗保健 | 0.58% | — | +0.96% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | -0.19% | EXIT | |
| 39 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.54% | — | +22.91% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.53% | — | -1.28% | |
| 41 | XYZ | Block INC | 股票-金融 | 0.52% | — | -17.69% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | -0.22% | EXIT | |
| 43 | AXP | American Express Co | 股票-金融 | 0.45% | — | -16.77% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.45% | — | +2.64% | |
| 45 | MDT | Medtronic plc | 股票-医疗保健 | 0.44% | — | — | |
| 46 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 0.43% | — | -29.50% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | — | -0.13% | |
| 48 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.39% | — | -22.26% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.39% | — | -9.68% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | +0.03% |