CIK: 0001587192
申报总市值
US$5.9亿
仅显示前 200 大持股（共 320 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 | 5.36% | -0.70% | -5.28% | |
| 2 | XLE | Ss Energy Select Sector | ETF-其他 | 5.21% | +0.51% | -1.24% | |
| 3 | FDX | Fedex CORP | 股票-工业 | 4.72% | +0.04% | +7.87% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.99% | +0.91% | +2.83% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.77% | -0.38% | +22.90% | |
| 6 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 3.52% | — | +3.04% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.18% | — | -49.35% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.16% | -0.32% | -19.63% | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 3.03% | — | +7.09% | |
| 10 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.92% | -0.25% | +25.01% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | — | +0.75% | |
| 12 | C | Citigroup INC | 股票-金融 | 2.62% | — | +3.31% | |
| 13 | TMUS | T-mobile US INC | 股票-通信服务 | 2.58% | — | -34.11% | |
| 14 | MU | Micron Technology INC | 股票-科技 | 2.43% | -0.55% | +38.14% | |
| 15 | COF | Capital One Financial CORP | 股票-金融 | 2.37% | -0.80% | +8.81% | |
| 16 | QCOM | Qualcomm INC | 股票-科技 | 2.24% | — | +33.68% | |
| 17 | AMAT | Applied Materials INC | 股票-科技 | 2.15% | +0.24% | +46.05% | |
| 18 | WY | Weyerhaeuser Co | 股票-房地产 | 2.12% | +0.08% | -33.45% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 2.10% | -0.42% | +2.35% | |
| 20 | BKR | Baker Hughes Co | 股票-能源 | 1.99% | +0.21% | +1.11% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.75% | — | +2.48% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.74% | -0.38% | +132.63% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 1.71% | -0.67% | +4.13% | |
| 24 | FISV | Fiserv INC | 股票-其他 | 1.69% | +0.35% | +69.35% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.64% | — | -41.57% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 1.44% | — | +24.12% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.44% | — | — | |
| 28 | FCX | Freeport-mcmoran INC | 股票-原材料 | 1.43% | +0.11% | +1.42% | |
| 29 | UBER | Uber Technologies INC | 股票-工业 | 1.35% | -0.35% | +32.94% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | — | +3.41% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.26% | — | -7.61% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.21% | — | +16.87% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.35% | +4.64% | |
| 34 | DHI | Dr Horton INC | 股票-周期性消费 | 1.10% | — | -5.21% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.10% | — | -1.98% | |
| 36 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.84% | +0.08% | -31.64% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.39% | +30.13% | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.80% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | +0.11% | +0.35% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | — | +1954.51% | |
| 41 | AA | Alcoa CORP | 股票-原材料 | 0.57% | — | — | |
| 42 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.53% | -0.29% | — | |
| 43 | SLB | Slb LTD | 股票-能源 | 0.46% | +0.12% | +8.48% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | +0.90% | +0.38% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.45% | — | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | -15.82% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.43% | — | -0.57% | |
| 48 | CNH | CNH Industrial N.V. | 股票-工业 | 0.39% | +0.11% | — | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | -3.77% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.30% | — | +5.90% |