CIK: 0001927796
申报总市值
US$1.6亿
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 4.93% | -0.39% | -9.82% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.33% | -0.25% | -1.73% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.91% | -0.07% | -1.32% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.25% | +1.99% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.74% | -0.02% | +2.06% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.58% | -0.12% | +2.15% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.90% | — | +10.27% | |
| 8 | CATY | Cathay General Bancorp | 股票-其他 | 1.84% | +0.07% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.79% | +0.08% | -0.82% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.74% | — | -4.02% | |
| 11 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.67% | — | -5.68% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.65% | — | +0.27% | |
| 13 | BBSI | Barrett Business Svcs INC | 股票-其他 | 1.39% | +0.02% | -3.13% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 1.32% | — | +6.17% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.28% | +0.02% | +1.57% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.26% | — | +2.08% | |
| 17 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 1.25% | — | +0.45% | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 1.23% | +0.01% | -0.28% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.07% | -3.52% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.12% | +0.03% | +0.50% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | — | +0.15% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | — | +0.46% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.03% | — | +0.58% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.02% | +0.01% | -0.29% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.97% | — | +0.71% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.92% | +0.13% | +0.05% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | — | -3.45% | |
| 28 | AMAT | Applied Materials INC | 股票-科技 | 0.84% | +0.69% | -0.42% | |
| 29 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.80% | -0.07% | -14.00% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | — | -0.39% | |
| 31 | FTNT | Fortinet INC | 股票-科技 | 0.78% | +0.35% | -0.63% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.77% | — | -0.84% | |
| 33 | BX | Blackstone INC | 股票-金融 | 0.76% | — | -0.52% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.73% | — | +1.06% | |
| 35 | CZA | Invesco Zacks Mid-cap ETF | ETF-其他 | 0.72% | — | +0.58% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.72% | +1.50% | +11.43% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.71% | — | -5.02% | |
| 38 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.71% | +0.60% | -3.07% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.71% | — | -0.44% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.71% | +0.78% | — | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | — | — | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | — | +0.34% | |
| 43 | ELV | Elevance Health INC | 股票-医疗保健 | 0.68% | — | +4.76% | |
| 44 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 0.67% | — | -11.69% | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.67% | — | +81.90% | |
| 46 | JSML | Janus Hender Sm Cap Grw Alph | ETF-其他 | 0.65% | +0.02% | +12.02% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.63% | — | +0.22% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.34% | -0.55% | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.60% | — | +1.97% | |
| 50 | PAVE | Global X US Infrastructure | ETF-其他 | 0.58% | — | +1.17% |