CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1786 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 | 4.26% | -0.92% | +1.47% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.18% | -0.21% | +1.37% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.30% | -0.23% | +2.22% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.27% | -0.24% | -0.07% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.04% | — | +3.73% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.00% | -0.13% | -1.60% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.96% | +0.19% | +8.71% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.92% | +0.09% | +4.09% | |
| 9 | GE | General Electric | 股票-工业 | 1.71% | -0.17% | +4.54% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.64% | -0.15% | +1.63% | |
| 11 | GEV | GE Vernova INC | 股票-工业 | 1.62% | +0.25% | -3.72% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.54% | +0.24% | +3.23% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.51% | — | +1.42% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | +0.32% | +2.18% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | -0.07% | -0.75% | |
| 16 | PGR | Progressive CORP | 股票-金融 | 1.38% | -0.10% | +3.41% | |
| 17 | PH | Parker Hannifin CORP | 股票-工业 | 1.32% | -0.10% | +3.46% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.30% | +0.06% | +2.64% | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.24% | — | +3.79% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | +0.11% | +6.30% | |
| 21 | TEL | TE Connectivity plc | 股票-科技 | 1.06% | — | +3.56% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 1.02% | -0.09% | -3.68% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.01% | -0.13% | +18.21% | |
| 24 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.99% | +0.10% | +2.94% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | -0.08% | -0.66% | |
| 26 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.94% | — | +2.39% | |
| 27 | FAST | Fastenal Co | 股票-工业 | 0.93% | +0.18% | +1.79% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.86% | — | +6.64% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.09% | +2.80% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.82% | +0.11% | +33.75% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | +4.16% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.81% | -0.07% | +36.39% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | +0.16% | +0.91% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.78% | +0.08% | +32.81% | |
| 35 | DHR | Danaher CORP | 股票-医疗保健 | 0.73% | -0.10% | +3.70% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.72% | +0.07% | +2.90% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | — | -1.11% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | -0.06% | +4.44% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.08% | -0.29% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.58% | +0.09% | +17.09% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | +0.66% | |
| 42 | OMC | Omnicom Group | 股票-通信服务 | 0.55% | — | -0.24% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | +0.06% | +10.75% | |
| 44 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.48% | — | +3.55% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.48% | -0.07% | -2.28% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +5.96% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | -0.05% | +7.46% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | +8.42% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +2.25% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | — | +4.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | -0.07% | 减仓 |
| 2 | WFC | Wells Fargo & Co | +0.3% | +36.39% | 加仓 |
| 3 | AAPL | Apple INC | +0.2% | +1.37% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.66% | 减仓 |
| 5 | VGSH | Vanguard Short-term Treasury | +0.2% | +33.75% | 加仓 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +8.71% | 加仓 |
| 7 | PH | Parker Hannifin CORP | +0.2% | +3.46% | 加仓 |
| 8 | VCIT | Vanguard Int-term Corporate | +0.2% | +32.81% | 加仓 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.21% | 加仓 |
| 10 | LLY | Eli Lilly & Co | +0.1% | +7.46% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +2.18% | 加仓 |
| 12 | DHR | Danaher CORP | +0.1% | +3.70% | 加仓 |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +4.09% | 加仓 |
| 14 | EXPD | Expeditors Intl Wash INC | +0.1% | +3.55% | 加仓 |
| 15 | AMZN | Amazon.com INC | +0.1% | +3.23% | 加仓 |
| 16 | BIV | Vanguard Intermediate-term B | +0.1% | +17.09% | 加仓 |
| 17 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +55.09% | 加仓 |
| 18 | GE | General Electric | +0.1% | +4.54% | 加仓 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +3.79% | 加仓 |
| 20 | MU | Micron Technology INC | +0.1% | +15.83% | 加仓 |
| 21 | TJX | Tjx Companies INC | +0.1% | +2.94% | 加仓 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.30% | 加仓 |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.64% | 加仓 |
| 24 | TEL | TE Connectivity plc | +0.1% | +3.56% | 加仓 |
| 25 | CW | Curtiss-wright CORP | +0.1% | +317.53% | 加仓 |
| 26 | TMO | Thermo Fisher Scientific INC | +0.1% | +9.57% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +2.22% | 加仓 |
| 28 | WMT | Walmart INC | 0% | +4.98% | 加仓 |
| 29 | CAT | Caterpillar INC | 0% | +0.56% | 加仓 |
| 30 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.16% | 加仓 |
| 31 | VWO | Vanguard Ftse Emerging Marke | 0% | +10.75% | 加仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.73% | 加仓 |
| 33 | EQH | Equitable Holdings INC | -0.1% | -89.23% | 减仓 |
| 34 | FIS | Fidelity National Info Serv | -0.1% | -77.10% | 减仓 |
| 35 | CPRT | Copart INC | -0.1% | -48.19% | 减仓 |
| 36 | RGLD | Royal Gold INC | -0.1% | -62.86% | 减仓 |
| 37 | SHW | Sherwin-williams Co/the | -0.1% | -30.25% | 减仓 |
| 38 | ORCL | Oracle CORP | -0.1% | +1.59% | 加仓 |
| 39 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -44.99% | 减仓 |
| 40 | COST | Costco Wholesale CORP | -0.1% | +0.91% | 加仓 |
| 41 | KMX | Carmax INC | -0.1% | -22.06% | 减仓 |
| 42 | CSGP | Costar Group INC | -0.1% | -97.38% | 减仓 |
| 43 | PGR | Progressive CORP | -0.1% | +3.41% | 加仓 |
| 44 | FISV | Fiserv INC | -0.1% | -50.25% | 减仓 |
| 45 | ORLY | O'reilly Automotive INC | -0.2% | +2.39% | 加仓 |
| 46 | FAST | Fastenal Co | -0.2% | +1.79% | 加仓 |
| 47 | META | Meta Platforms Inc-class A | -0.2% | +1.63% | 加仓 |
| 48 | HD | Home Depot INC | -0.3% | +1.42% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | +1.47% | 加仓 |
| 50 | DKNG | Draftkings Inc-cl A | — | EXIT | 清仓 |