CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1425 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 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | -0.92% | -3.76% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.79% | -0.21% | -7.02% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | -0.23% | +3.25% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | — | +11.38% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.82% | +0.32% | +2.14% | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 1.65% | — | +3.91% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.61% | -0.09% | +7.63% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.58% | +0.19% | -5.81% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.50% | -0.13% | +1.31% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.40% | +0.09% | -0.99% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.31% | -0.24% | +1.11% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.19% | +0.06% | -6.34% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.12% | — | +0.76% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 1.01% | — | -0.47% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.01% | -0.10% | +15.65% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.97% | +0.24% | +23.45% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | +47.40% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 0.86% | — | +12.53% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | +0.07% | -2.19% | |
| 20 | FAST | Fastenal Co | 股票-工业 | 0.81% | +0.18% | -2.55% | |
| 21 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.75% | — | +4.11% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.75% | — | +1.68% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | +1.08% | |
| 24 | USB | US Bancorp | 股票-金融 | 0.71% | — | -8.60% | |
| 25 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.71% | — | — | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.08% | -18.08% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | — | -2.52% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | -0.06% | +0.44% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | -0.11% | -2.18% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.67% | — | -2.29% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | +0.16% | +3.73% | |
| 32 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.64% | +0.10% | +2.99% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.57% | +0.06% | -11.43% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | -3.26% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | +0.11% | -6.70% | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 0.53% | -0.10% | +0.02% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | -0.13% | +0.01% | |
| 38 | TEL | TE Connectivity plc | 股票-科技 | 0.52% | — | +3.53% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | — | +28.98% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | +15.29% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.50% | — | -5.96% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.17% | -30.93% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | -0.08% | -5.65% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | +5.19% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | — | +0.01% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.44% | — | -1.34% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.44% | -0.07% | -18.99% | |
| 48 | FISV | Fiserv INC | 股票-其他 | 0.44% | — | -25.92% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | -0.07% | +12.34% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | +28.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.4% | +23.45% | 加仓 |
| 2 | CMG | Chipotle Mexican Grill INC | +0.3% | +9840.15% | 加仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +11.38% | 加仓 |
| 4 | HD | Home Depot INC | +0.2% | +3.91% | 加仓 |
| 5 | CPRT | Copart INC | +0.2% | +1440.27% | 加仓 |
| 6 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.31% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +1.11% | 加仓 |
| 8 | AAPL | Apple INC | +0.1% | -7.02% | 减仓 |
| 9 | CSCO | Cisco Systems INC | +0.1% | +0.76% | 加仓 |
| 10 | FAST | Fastenal Co | 0% | -2.55% | 减仓 |
| 11 | UNP | Union Pacific CORP | 0% | -2.19% | 减仓 |
| 12 | SBUX | Starbucks CORP | -0.1% | -5.96% | 减仓 |
| 13 | IWM | Ishares Russell 2000 ETF | -0.1% | +0.01% | 加仓 |
| 14 | ORLY | O'reilly Automotive INC | -0.1% | +4.11% | 加仓 |
| 15 | V | Visa Inc-class A Shares | -0.1% | -18.08% | 减仓 |
| 16 | TEL | TE Connectivity plc | -0.1% | +3.53% | 加仓 |
| 17 | KMX | Carmax INC | -0.1% | +5.37% | 加仓 |
| 18 | MA | Mastercard INC - A | -0.1% | -18.99% | 减仓 |
| 19 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -11.43% | 减仓 |
| 20 | DG | Dollar General CORP | -0.1% | -41.69% | 减仓 |
| 21 | BAC | Bank Of America CORP | -0.1% | +5.19% | 加仓 |
| 22 | UTXZ | United Tech CORP | -0.1% | -27.43% | 减仓 |
| 23 | FISV | Fiserv INC | -0.1% | -25.92% | 减仓 |
| 24 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -21.75% | 减仓 |
| 25 | SHW | Sherwin-williams Co/the | -0.1% | -47.21% | 减仓 |
| 26 | IWD | Ishares Russell 1000 Value E | -0.1% | -0.99% | 减仓 |
| 27 | WFC | Wells Fargo & Co | -0.1% | +12.34% | 加仓 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | -2.81% | 减仓 |
| 29 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -75.66% | 减仓 |
| 30 | MPC | Marathon Petroleum CORP | -0.1% | -85.89% | 减仓 |
| 31 | ANETEUR | Arista Networks INC | -0.1% | -95.99% | 减仓 |
| 32 | ALXN | Alexion Pharmaceuticals INC | -0.1% | -98.94% | 减仓 |
| 33 | DIS | Walt Disney Co/the | -0.2% | +7.63% | 加仓 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.2% | -6.70% | 减仓 |
| 35 | ETSY | Etsy INC | -0.2% | -98.87% | 减仓 |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.2% | -5.81% | 减仓 |
| 37 | XYL | Xylem INC | -0.2% | -64.08% | 减仓 |
| 38 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -6.34% | 减仓 |
| 39 | BKNG | Booking Holdings INC | -0.2% | -66.45% | 减仓 |
| 40 | BA | Boeing Co/the | -0.2% | -26.18% | 减仓 |
| 41 | ✓ | -0.3% | -67.41% | 减仓 | |
| 42 | USB | US Bancorp | -0.4% | -8.60% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.4% | +3.25% | 加仓 |
| 44 | CVX | Chevron CORP | -0.4% | -30.93% | 减仓 |
| 45 | SH1USD | Proshares Short S&p500 | — | NEW | 新建仓 |
| 46 | BWXT | Bwx Technologies INC | — | EXIT | 清仓 |
| 47 | GNRC | Generac Holdings INC | — | NEW | 新建仓 |
| 48 | GDI1EUR | Gardner Denver Holdings INC | — | EXIT | 清仓 |
| 49 | MTN | Vail Resorts INC | — | EXIT | 清仓 |
| 50 | EWBC | East West Bancorp INC | — | EXIT | 清仓 |