CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1680 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 | 3.68% | -0.21% | -3.11% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -0.92% | -0.60% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | -0.23% | +2.31% | |
| 4 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.88% | -0.09% | +1.91% | |
| 5 | HD | Home Depot INC | 股票-周期性消费 | 1.77% | — | +2.66% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.69% | +0.19% | +2.95% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | — | +0.92% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.55% | +0.32% | +2.86% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.49% | +0.09% | +1.45% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.47% | -0.24% | -1.39% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.37% | -0.13% | +0.63% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.37% | +0.06% | +1.40% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | +0.24% | +1.88% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 0.96% | — | +1.07% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.15% | +2.63% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 0.92% | +0.07% | +2.32% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | +0.74% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 0.87% | -0.10% | +2.42% | |
| 19 | FAST | Fastenal Co | 股票-工业 | 0.82% | +0.18% | -0.97% | |
| 20 | USB | US Bancorp | 股票-金融 | 0.75% | — | +3.83% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | +0.11% | -4.64% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.08% | +11.68% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.72% | — | -12.09% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | +2.67% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | -0.11% | +3.75% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | +0.16% | +23.81% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.66% | — | +8.62% | |
| 28 | TEL | TE Connectivity plc | 股票-科技 | 0.66% | — | -0.95% | |
| 29 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.60% | +0.10% | +8.31% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | -0.06% | -0.84% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | -0.08% | +5.36% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | +1.20% | |
| 33 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.59% | — | +7.86% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | — | +5.44% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +12.63% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | +0.06% | +0.31% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.56% | — | +6.00% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.55% | — | -4.48% | |
| 39 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.55% | — | -1.42% | |
| 40 | KMX | Carmax INC | 股票-周期性消费 | 0.53% | — | -0.18% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.49% | — | +4.18% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.48% | -0.07% | +7.91% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | +7.83% | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.48% | -0.10% | -2.15% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.46% | — | +9.70% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | -10.30% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.44% | -0.13% | -9.40% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.43% | +0.09% | +19.09% | |
| 49 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.42% | — | +0.33% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.17% | +6.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.3% | +2.31% | 加仓 |
| 2 | HD | Home Depot INC | +0.2% | +2.66% | 加仓 |
| 3 | SCHW | Schwab (charles) CORP | +0.1% | +8.62% | 加仓 |
| 4 | KMX | Carmax INC | +0.1% | -0.18% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -1.39% | 减仓 |
| 6 | BAC | Bank Of America CORP | +0.1% | +5.44% | 加仓 |
| 7 | USB | US Bancorp | +0.1% | +3.83% | 加仓 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.1% | +83.25% | 加仓 |
| 9 | CAT | Caterpillar INC | +0.1% | +8.22% | 加仓 |
| 10 | CVX | Chevron CORP | +0.1% | +6.80% | 加仓 |
| 11 | FISV | Fiserv INC | +0.1% | +39.67% | 加仓 |
| 12 | RBC | RBC Bearings INC | +0.1% | +153.14% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.36% | 加仓 |
| 14 | ETSY | Etsy INC | +0.1% | +171.44% | 加仓 |
| 15 | VNQ | Vanguard Real Estate ETF | +0.1% | +110.01% | 加仓 |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +1.45% | 加仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.92% | 加仓 |
| 18 | INTC | Intel CORP | +0.1% | -1.44% | 减仓 |
| 19 | DHI | Dr Horton INC | +0.1% | +31.13% | 加仓 |
| 20 | MMM | 3m Co | +0.1% | +19.87% | 加仓 |
| 21 | WPRT | Westport Fuel Systems Inc. | +0.1% | +2253.60% | 加仓 |
| 22 | DE | Deere & Co | +0.1% | +59.78% | 加仓 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +23.81% | 加仓 |
| 24 | WFC | Wells Fargo & Co | +0.1% | +1.31% | 加仓 |
| 25 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +30.22% | 加仓 |
| 26 | TXN | Texas Instruments INC | +0.1% | +30.41% | 加仓 |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | -4.64% | 减仓 |
| 28 | ABT | Abbott Laboratories | 0% | +3.75% | 加仓 |
| 29 | OMC | Omnicom Group | 0% | +0.66% | 加仓 |
| 30 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.40% | 加仓 |
| 31 | META | Meta Platforms Inc-class A | 0% | +2.63% | 加仓 |
| 32 | GNRC | Generac Holdings INC | 0% | -18.00% | 减仓 |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | +2.95% | 加仓 |
| 34 | JNJ | Johnson & Johnson | 0% | +2.86% | 加仓 |
| 35 | UNP | Union Pacific CORP | 0% | +2.32% | 加仓 |
| 36 | V | Visa Inc-class A Shares | 0% | +11.68% | 加仓 |
| 37 | VOO | Vanguard S&p 500 ETF | — | +0.74% | 加仓 |
| 38 | MSFT | Microsoft CORP | 0% | -0.60% | 减仓 |
| 39 | DIS | Walt Disney Co/the | -0.1% | +1.91% | 加仓 |
| 40 | AMT | American Tower CORP | -0.1% | -42.42% | 减仓 |
| 41 | JKHY | Jack Henry & Associates INC | -0.1% | -83.93% | 减仓 |
| 42 | AYXEUR | Alteryx INC - Class A | -0.1% | -95.17% | 减仓 |
| 43 | BURL | Burlington Stores INC | -0.1% | -41.16% | 减仓 |
| 44 | PAYC | Paycom Software INC | -0.1% | -5.76% | 减仓 |
| 45 | TIP | Ishares Tips Bond ETF | -0.1% | -63.55% | 减仓 |
| 46 | CABO | Cable One INC | -0.2% | -52.65% | 减仓 |
| 47 | AJG | Arthur J Gallagher & Co | -0.2% | -98.98% | 减仓 |
| 48 | AAPL | Apple INC | -0.7% | -3.11% | 减仓 |
| 49 | ROAD | Construction Partners Inc-a | — | NEW | 新建仓 |
| 50 | MGA | Magna International INC | — | NEW | 新建仓 |