CIK: 0001755785
申报总市值
US$5.0亿
仅显示前 200 大持股（共 235 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 | 47.08% | -1.79% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.25% | -0.01% | -4.81% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.42% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.64% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.82% | +0.31% | -5.45% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.08% | -11.74% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.48% | -2.57% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | +0.23% | -7.62% | |
| 9 | BB3 | Brookline Bancorp INC | 股票-其他 | 1.40% | — | -3.39% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.34% | — | — | |
| 11 | ALB | Albemarle CORP | 股票-原材料 | 1.18% | — | -8.73% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | -0.14% | -2.99% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.09% | -0.09% | -4.66% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.98% | +0.12% | -2.66% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.95% | — | -4.46% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.06% | -9.77% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.81% | +0.06% | -3.92% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.81% | +0.11% | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.11% | -6.86% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 0.78% | — | -4.49% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | +0.07% | -9.43% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | -0.05% | -24.26% | |
| 23 | XLB | Ss Materials Select Sector | ETF-其他 | 0.66% | +0.09% | -3.83% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | — | -11.20% | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.59% | — | -14.23% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | -0.03% | -5.68% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 0.56% | — | -8.60% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.45% | — | — | |
| 29 | BX | Blackstone INC | 股票-金融 | 0.43% | -0.09% | — | |
| 30 | CCI | Crown Castle INC | 股票-房地产 | 0.41% | — | -21.35% | |
| 31 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.41% | — | -4.60% | |
| 32 | WM | Waste Management INC | 股票-工业 | 0.40% | — | -17.01% | |
| 33 | F | Ford Motor Co | 股票-周期性消费 | 0.39% | — | +18.59% | |
| 34 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.35% | -0.32% | — | |
| 35 | FAST | Fastenal Co | 股票-工业 | 0.34% | +0.05% | -21.66% | |
| 36 | TAN | Invesco Solar ETF | ETF-其他 | 0.34% | — | -31.53% | |
| 37 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.33% | — | -0.86% | |
| 38 | BLKCHF | Blackrock INC | 股票-其他 | 0.31% | — | — | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.30% | +0.38% | -5.60% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.29% | — | — | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.28% | -0.03% | — | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.27% | -0.02% | — | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.27% | — | — | |
| 44 | WSBC | Wesbanco INC | 股票-其他 | 0.27% | — | — | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.25% | — | -26.28% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.24% | — | — | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.24% | — | -0.73% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.23% | — | — | |
| 49 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.21% | — | — | |
| 50 | LTHM1EUR | Livent CORP | 股票-其他 | 0.21% | — | +31.47% |