CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1746 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 | 4.58% | -0.21% | +1.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.92% | +0.60% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | -0.23% | +1.74% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.26% | -0.24% | +1.79% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.11% | — | +3.24% | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 1.88% | — | +2.40% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.81% | -0.13% | -0.31% | |
| 8 | PGR | Progressive CORP | 股票-金融 | 1.68% | -0.10% | +3.14% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.63% | +0.09% | +3.61% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.58% | +0.19% | +4.66% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.45% | -0.15% | +25.59% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.37% | +0.06% | +0.77% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | -0.07% | +0.49% | |
| 14 | FAST | Fastenal Co | 股票-工业 | 1.14% | +0.18% | +0.91% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | +0.32% | -4.23% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | +0.24% | +4.81% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | +0.16% | +0.74% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | +0.11% | +22.96% | |
| 19 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.99% | — | +3.09% | |
| 20 | GEV | GE Vernova INC | 股票-工业 | 0.98% | +0.25% | +5.29% | |
| 21 | PH | Parker Hannifin CORP | 股票-工业 | 0.98% | -0.10% | +3.37% | |
| 22 | GE | General Electric | 股票-工业 | 0.97% | -0.17% | +6.79% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.92% | — | +3.41% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -1.74% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.87% | -0.09% | +1.70% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.86% | -0.13% | +14.10% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | +0.07% | +1.27% | |
| 28 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.84% | +0.10% | +2.24% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | -0.08% | +3.94% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | — | +6.24% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | -0.09% | +2.50% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | -0.06% | +2.15% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | — | -1.50% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.68% | — | +11.85% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.08% | -0.28% | |
| 36 | USB | US Bancorp | 股票-金融 | 0.59% | — | +2.14% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.55% | -0.07% | +2.38% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +2.72% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | — | +1.98% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | -0.07% | +2.21% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.17% | -0.37% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.46% | +0.11% | +9.58% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.46% | +0.09% | +5.46% | |
| 44 | KMX | Carmax INC | 股票-周期性消费 | 0.45% | — | +4.32% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | +1.75% | |
| 46 | OMC | Omnicom Group | 股票-通信服务 | 0.44% | — | +3.30% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.43% | +0.08% | +18.53% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.43% | — | +2.85% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.42% | -0.11% | -1.02% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | -36.56% |