CIK: 0001755785
申报总市值
US$5.0亿
仅显示前 200 大持股（共 250 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 57.04% | -1.79% | -3.32% | |
| 2 | BB3 | Brookline Bancorp INC | 股票-其他 | 3.28% | — | +0.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.48% | +0.55% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 1.48% | -0.11% | +1.68% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | -0.05% | +33.79% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.06% | +7.49% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.29% | -0.08% | -12.65% | |
| 8 | EPD | Enterprise Products Partners | 股票-能源 | 1.28% | — | +5.27% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | +0.23% | +3.45% | |
| 10 | AMGN | Amgen INC | 股票-医疗保健 | 1.17% | — | -0.11% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 1.17% | — | +0.98% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | -0.14% | +0.21% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.04% | -0.09% | +0.78% | |
| 14 | MDT | Medtronic plc | 股票-医疗保健 | 0.78% | — | +0.71% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.07% | +8.03% | |
| 16 | STNE | StoneCo Ltd. | 股票-其他 | 0.74% | — | +9.44% | |
| 17 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 0.71% | — | -8.02% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.71% | — | — | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.70% | — | +16.54% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | +0.31% | +9.48% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.65% | — | -2.51% | |
| 22 | CIEN | Ciena CORP | 股票-科技 | 0.63% | — | +9.38% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.58% | — | +1.18% | |
| 24 | WM | Waste Management INC | 股票-工业 | 0.58% | — | +0.51% | |
| 25 | GLW | Corning INC | 股票-科技 | 0.58% | +0.07% | +26.40% | |
| 26 | PSXPUSD | Phillips 66 Partners LP | 股票-其他 | 0.53% | — | — | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.52% | — | +0.42% | |
| 28 | WEP | Magellan Midstream Partners | 股票-其他 | 0.52% | — | — | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +8.15% | |
| 30 | EOG | Eog Resources INC | 股票-能源 | 0.44% | — | — | |
| 31 | C | Citigroup INC | 股票-金融 | 0.42% | — | +4.17% | |
| 32 | SLP | Simulations Plus INC | 股票-其他 | 0.41% | — | — | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.40% | +0.12% | — | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.40% | -0.09% | — | |
| 35 | CCI | Crown Castle INC | 股票-房地产 | 0.34% | — | +26.92% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.34% | — | +1.56% | |
| 37 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.34% | — | +0.83% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.33% | — | -0.25% | |
| 39 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 0.32% | — | — | |
| 40 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.32% | — | +18.30% | |
| 41 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.26% | — | +36.49% | |
| 42 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.25% | — | — | |
| 43 | ARCC | Ares Capital CORP | 股票-金融 | 0.24% | — | +7.72% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.23% | — | — | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.23% | — | — | |
| 46 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.23% | — | +43.33% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | -0.04% | -14.94% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.22% | — | +0.94% | |
| 49 | TRGP | Targa Resources CORP | 股票-能源 | 0.22% | — | — | |
| 50 | SPLKCHF | Splunk INC | 股票-其他 | 0.21% | — | — |