CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1506 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 | 3.70% | -0.21% | -0.55% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | -0.92% | -0.66% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | -0.23% | +1.24% | |
| 4 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.76% | -0.09% | +3.84% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.75% | +0.19% | +6.85% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.59% | — | +1.07% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | +0.32% | +0.63% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.53% | +0.09% | +4.10% | |
| 9 | HD | Home Depot INC | 股票-周期性消费 | 1.46% | — | +0.67% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.38% | +0.06% | +4.89% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.36% | -0.13% | +4.25% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.17% | -0.24% | +0.45% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | — | +1.82% | |
| 14 | USB | US Bancorp | 股票-金融 | 1.06% | — | +2.85% | |
| 15 | ABBV | Abbvie INC | 股票-医疗保健 | 0.92% | — | +4.52% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.91% | +0.17% | +2.13% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 0.86% | +0.07% | -0.54% | |
| 18 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.83% | — | +7.00% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.08% | -1.23% | |
| 20 | FAST | Fastenal Co | 股票-工业 | 0.77% | +0.18% | -0.49% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.72% | — | -0.55% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | +0.11% | +5.14% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 0.67% | -0.10% | -0.27% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.67% | +0.06% | +11.67% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.66% | — | +0.28% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | -0.06% | -0.42% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | +2.26% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | — | +1.78% | |
| 29 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.63% | +0.10% | +0.50% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | +203.98% | |
| 31 | TEL | TE Connectivity plc | 股票-科技 | 0.60% | — | +0.35% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.60% | — | +4.74% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.11% | +0.63% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.59% | +0.24% | +1.55% | |
| 35 | FISV | Fiserv INC | 股票-其他 | 0.56% | — | +5.88% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.56% | — | +1.85% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | -0.07% | -0.52% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | +3.24% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.07% | -0.10% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | -0.13% | -8.79% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +3.89% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.50% | — | -0.29% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | +0.16% | +1.66% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.48% | — | +0.04% | |
| 45 | DHR | Danaher CORP | 股票-医疗保健 | 0.46% | -0.10% | -0.22% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | +21.25% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | -0.08% | -0.84% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.42% | — | -0.16% | |
| 49 | KMX | Carmax INC | 股票-周期性消费 | 0.41% | — | +1.73% | |
| 50 | OMC | Omnicom Group | 股票-通信服务 | 0.40% | — | -1.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.6% | -0.55% | 减仓 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.4% | +203.98% | 加仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | +1.24% | 加仓 |
| 4 | ALGN | Align Technology INC | +0.2% | +75.11% | 加仓 |
| 5 | TAL | Tal Education Group- Adr | +0.1% | +5.68% | 加仓 |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +1.40% | 加仓 |
| 7 | MPC | Marathon Petroleum CORP | +0.1% | +386.21% | 加仓 |
| 8 | TREX | Trex Company INC | +0.1% | +523.61% | 加仓 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +12.42% | 加仓 |
| 10 | HDB | Hdfc Bank Ltd-adr | +0.1% | +104.87% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.1% | +4.86% | 加仓 |
| 12 | ABBV | Abbvie INC | +0.1% | +4.52% | 加仓 |
| 13 | FEZ | State Street Spdr Euro Stoxx | +0.1% | +1760.56% | 加仓 |
| 14 | MSFT | Microsoft CORP | +0.1% | -0.66% | 减仓 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +3.84% | 加仓 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.85% | 加仓 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +11.67% | 加仓 |
| 18 | XLF | Ss Financial Select Sector | +0.1% | +82.76% | 加仓 |
| 19 | LHX | L3harris Technologies INC | +0.1% | +109.03% | 加仓 |
| 20 | BAC | Bank Of America CORP | +0.1% | +3.24% | 加仓 |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +21.25% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -5.26% | 减仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +0.63% | 加仓 |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +4.25% | 加仓 |
| 25 | ORLY | O'reilly Automotive INC | +0.1% | +7.00% | 加仓 |
| 26 | INTC | Intel CORP | +0.1% | +4.74% | 加仓 |
| 27 | UNH | Unitedhealth Group INC | +0.1% | -0.82% | 减仓 |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +19.64% | 加仓 |
| 29 | AMGN | Amgen INC | +0.1% | +2.47% | 加仓 |
| 30 | FISV | Fiserv INC | 0% | +5.88% | 加仓 |
| 31 | IWR | Ishares Russell Mid-cap ETF | 0% | +4.89% | 加仓 |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +5.14% | 加仓 |
| 33 | FAST | Fastenal Co | 0% | -0.49% | 减仓 |
| 34 | IWD | Ishares Russell 1000 Value E | 0% | +4.10% | 加仓 |
| 35 | USB | US Bancorp | 0% | +2.85% | 加仓 |
| 36 | UNP | Union Pacific CORP | 0% | -0.54% | 减仓 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | — | +1.07% | 加仓 |
| 38 | GOOG | Alphabet Inc-cl C | — | +0.45% | 加仓 |
| 39 | S9Q | Spirit Aerosystems Hold-cl A | -0.1% | -98.83% | 减仓 |
| 40 | DHI | Dr Horton INC | -0.1% | -37.22% | 减仓 |
| 41 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -48.26% | 减仓 |
| 42 | ABMDEUR | Abiomed INC | -0.1% | -82.50% | 减仓 |
| 43 | BA | Boeing Co/the | -0.1% | -2.62% | 减仓 |
| 44 | VEEV | Veeva Systems Inc-class A | -0.2% | -36.17% | 减仓 |
| 45 | HAS | Hasbro INC | -0.2% | -98.64% | 减仓 |
| 46 | HD | Home Depot INC | -0.2% | +0.67% | 加仓 |
| 47 | DXCM | Dexcom INC | — | NEW | 新建仓 |
| 48 | AYXEUR | Alteryx INC - Class A | — | NEW | 新建仓 |
| 49 | TFC | Truist Financial CORP | — | NEW | 新建仓 |
| 50 | BBTUSD | Bb&t CORP | — | EXIT | 清仓 |