Stevard, LLC
CIK 1812093 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $26.8M
- 持仓
- 23
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 8868（共 9443） · 前 93.9%
- 前十大持仓权重
- 78.83%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 20
- 有效持仓数量
- 11.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 23
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
34.2%
Consumer Discretionary
14.3%
Healthcare
5.7%
Retail
3.6%
Industrials
2.4%
Communication Services
0.9%
其他/未映射
38.8%
完整投资组合 23 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $4748494 | 17.72% | 35360 | 上涨 ×1 | |||
| SPY SPY | $3120290 | 11.65% | 5324 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $3044146 | 11.36% | 7538 | 上涨 ×1 | |||
| VOO | $2907419 | 10.85% | 5396 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $2133078 | 7.96% | 8518 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1431955 | 5.34% | 2801 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1073561 | 4.01% | 2547 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $971678 | 3.63% | 4429 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $879308 | 3.28% | 1139 | 上涨 ×1 | |||
| XLE XLE | $808973 | 3.02% | 9444 | 上涨 ×1 | |||
| SMH SMH | $789716 | 2.95% | 3261 | 上涨 ×1 | |||
| ZBRA Zebra Technologies Corporation - Class A Common Stock | $641898 | 2.40% | 1662 | 上涨 ×1 | |||
| BRKB | $568413 | 2.12% | 1254 | 上涨 ×1 | |||
| ARKQ | $531944 | 1.99% | 6886 | 上涨 ×1 | |||
| RSP | $502384 | 1.88% | 2867 | 上涨 ×1 | |||
| PSTG Everpure, Inc. Class A common stock | $461462 | 1.72% | 7512 | 上涨 ×1 | |||
| FTNT Fortinet, Inc. - Common Stock | $392092 | 1.46% | 4150 | 上涨 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $360377 | 1.35% | 4765 | 上涨 ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $351118 | 1.31% | 1670 | 上涨 ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $300737 | 1.12% | 4590 | 上涨 ×1 | |||
| IWM | $264047 | 0.99% | 1195 | 上涨 ×1 | |||
| ARKW | $259152 | 0.97% | 2400 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $248362 | 0.93% | 1312 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| NVDA | $4748494 | 35360 | 17.72% |
| SPY | $3120290 | 5324 | 11.65% |
| TSLA | $3044146 | 7538 | 11.36% |
| VOO | $2907419 | 5396 | 10.85% |
| AAPL | $2133078 | 8518 | 7.96% |
| QQQ | $1431955 | 2801 | 5.34% |
| MSFT | $1073561 | 2547 | 4.01% |
| AMZN | $971678 | 4429 | 3.63% |
| LLY | $879308 | 1139 | 3.28% |
| XLE | $808973 | 9444 | 3.02% |
| SMH | $789716 | 3261 | 2.95% |
| ZBRA | $641898 | 1662 | 2.40% |
| BRKB | $568413 | 1254 | 2.12% |
| ARKQ | $531944 | 6886 | 1.99% |
| RSP | $502384 | 2867 | 1.88% |