CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1706 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 | 4.49% | -0.92% | +8.91% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.10% | -0.21% | +7.95% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.17% | -0.23% | +6.24% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.83% | -0.24% | +2.14% | |
| 5 | HD | Home Depot INC | 股票-周期性消费 | 1.83% | — | +7.20% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | — | +9.09% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.75% | +0.19% | +4.25% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | -0.13% | -2.03% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | +0.32% | +2.91% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.38% | +0.09% | +1.25% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.38% | +0.06% | +28.33% | |
| 12 | PGR | Progressive CORP | 股票-金融 | 1.30% | -0.10% | +2.48% | |
| 13 | FAST | Fastenal Co | 股票-工业 | 1.17% | +0.18% | +15.16% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 0.97% | +0.07% | +9.79% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | +0.16% | +24.02% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | +0.11% | +33.25% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.87% | — | +1.12% | |
| 18 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.85% | — | +12.03% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | -0.16% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.83% | — | +9.52% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | +0.24% | +24.54% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.74% | -0.13% | +16.33% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.74% | — | +0.59% | |
| 24 | PH | Parker Hannifin CORP | 股票-工业 | 0.73% | -0.10% | +3.74% | |
| 25 | TEL | TE Connectivity plc | 股票-科技 | 0.71% | — | +2.44% | |
| 26 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.70% | +0.10% | +1.68% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | +1.31% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.08% | +13.13% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.15% | +24.23% | |
| 30 | GE | General Electric | 股票-工业 | 0.66% | -0.17% | +3.91% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | -0.06% | +2.41% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.08% | +55.25% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | -0.09% | -5.77% | |
| 34 | USB | US Bancorp | 股票-金融 | 0.58% | — | -9.21% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.17% | +17.05% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | +70.97% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.07% | +35.56% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | — | -8.39% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +17.77% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | +4.42% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.11% | +17.17% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +6.56% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.49% | -0.07% | +49.06% | |
| 44 | OMC | Omnicom Group | 股票-通信服务 | 0.47% | — | +1.89% | |
| 45 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.47% | — | +1.28% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | — | +18.20% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.45% | -0.09% | +7.94% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | -2.04% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | +25.67% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.40% | — | -13.38% |