CIK: 0001672142
申告総資産額
$23.9億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings INC | 株式-一般消費財 | 12.45% | — | +42.70% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.54% | -8.58% | +21.38% | |
| 3 | JBL | Jabil INC | 株式-IT | 6.42% | — | — | |
| 4 | W | Wayfair Inc- Class A | 株式-一般消費財 | 5.23% | — | +34.78% | |
| 5 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 4.76% | — | +64.70% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 4.60% | — | — | |
| 7 | RTX | Rtx CORP | 株式-資本財 | 4.48% | — | — | |
| 8 | PAYC | Paycom Software INC | 株式-IT | 4.31% | — | — | |
| 9 | BZ | Kanzhun LTD - Adr | 株式-その他 | 3.25% | — | +40.43% | |
| 10 | SHOP | Shopify INC - Class A | 株式-IT | 3.23% | — | — | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 2.91% | — | — | |
| 12 | BG | Bunge Global SA | 株式-生活必需品 | 2.91% | — | — | |
| 13 | ETN | Eaton Corporation plc | 株式-資本財 | 2.85% | — | -12.50% | |
| 14 | XYZ | Block INC | 株式-金融 | 2.29% | — | — | |
| 15 | BURL | Burlington Stores INC | 株式-一般消費財 | 1.90% | — | — | |
| 16 | FANG | Diamondback Energy INC | 株式-エネルギー | 1.84% | — | — | |
| 17 | PVH | Pvh CORP | 株式-一般消費財 | 1.81% | — | — | |
| 18 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.70% | — | -10.90% | |
| 19 | TWLO | Twilio INC - A | 株式-IT | 1.70% | — | +26.26% | |
| 20 | TEAM | Atlassian Corp-cl A | 株式-IT | 1.68% | — | — | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.66% | — | — | |
| 22 | FUTU | Futu Holdings Ltd-adr | 株式-金融 | 1.57% | — | — | |
| 23 | URA | Global X Uranium ETF | ETF-その他 | 1.48% | +0.58% | NEW | |
| 24 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 1.46% | — | — | |
| 25 | MRVL | Marvell Technology INC | 株式-IT | 1.43% | — | -69.41% | |
| 26 | HAL | Halliburton Co | 株式-エネルギー | 1.32% | — | +12.46% | |
| 27 | FSLR | First Solar INC | 株式-IT | 1.02% | — | -57.29% | |
| 28 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.92% | — | — | |
| 29 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.86% | — | — | |
| 30 | DG | Dollar General CORP | 株式-生活必需品 | 0.75% | — | -21.64% | |
| 31 | TME | Tencent Music Entertainm-adr | 株式-通信サービス | 0.72% | — | +178.55% | |
| 32 | CAR | Avis Budget Group INC | 株式-その他 | 0.69% | — | — | |
| 33 | LI | Li Auto INC - Adr | 株式-その他 | 0.64% | — | — | |
| 34 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.56% | — | -72.36% | |
| 35 | NIO | Nio INC - Adr | 株式-一般消費財 | 0.55% | — | — | |
| 36 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.44% | — | +28.27% | |
| 37 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 0.43% | — | — | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.41% | — | -89.57% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.41% | — | -95.34% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.39% | — | — | |
| 41 | BEKE | Ke Holdings Inc-adr | 株式-その他 | 0.35% | — | -47.43% | |
| 42 | MGA | Magna International INC | 株式-一般消費財 | 0.35% | — | — | |
| 43 | FTNT | Fortinet INC | 株式-IT | 0.35% | — | -87.92% | |
| 44 | AN | Autonation INC | 株式-一般消費財 | 0.34% | — | -22.58% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.30% | — | — | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.29% | — | — | |
| 47 | ZTO | Zto Express Cayman Inc-adr | 株式-その他 | 0.26% | — | — | |
| 48 | HSAI | Hesai Group | 株式-その他 | 0.23% | — | — | |
| 49 | EDU | New Oriental Educatio-sp Adr | 株式-生活必需品 | 0.22% | — | — | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.15% | -1.15% | — |