CIK: 0001755785
申报总市值
US$5.0亿
仅显示前 200 大持股（共 226 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 | 48.49% | -1.79% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.38% | -0.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.91% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.52% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.89% | +0.31% | +4.83% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.48% | -6.46% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.77% | -0.08% | -6.70% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.48% | -0.14% | -3.66% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | +0.23% | -3.23% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.35% | — | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.20% | +0.12% | +7.05% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 1.03% | +0.38% | +556.78% | |
| 13 | ALB | Albemarle CORP | 股票-原材料 | 1.03% | — | +20.03% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.95% | -0.03% | +12.03% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.95% | — | +12.21% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 0.91% | -0.09% | — | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | -0.05% | -2.44% | |
| 18 | XLB | Ss Materials Select Sector | ETF-其他 | 0.90% | +0.09% | +9.25% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.06% | — | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.11% | +6.47% | |
| 21 | BB3 | Brookline Bancorp INC | 股票-其他 | 0.77% | — | -6.29% | |
| 22 | BX | Blackstone INC | 股票-金融 | 0.70% | -0.09% | -2.38% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.66% | -0.03% | +14.73% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.63% | — | +13.19% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.57% | — | +8.36% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | +0.58% | |
| 27 | WM | Waste Management INC | 股票-工业 | 0.49% | — | -0.05% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | +0.07% | -9.61% | |
| 29 | ARRY | Array Technologies INC | 股票-其他 | 0.47% | — | +249.99% | |
| 30 | STNE | StoneCo Ltd. | 股票-其他 | 0.44% | — | +9.29% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.44% | — | — | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.41% | — | — | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.02% | — | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.36% | — | — | |
| 35 | FAST | Fastenal Co | 股票-工业 | 0.34% | +0.05% | -5.71% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.31% | — | — | |
| 37 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.30% | -0.32% | — | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.28% | — | -4.65% | |
| 39 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.28% | — | -2.21% | |
| 40 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.27% | — | — | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.27% | — | +3.27% | |
| 42 | TAN | Invesco Solar ETF | ETF-其他 | 0.27% | — | -40.97% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | -0.04% | -1.24% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.25% | -0.04% | +0.80% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.24% | — | +15.27% | |
| 46 | PYPL | Paypal Holdings INC | 股票-金融 | 0.22% | — | -48.68% | |
| 47 | F | Ford Motor Co | 股票-周期性消费 | 0.22% | — | -34.98% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.21% | — | +1.23% | |
| 49 | BHVN | Biohaven Ltd. | 股票-其他 | 0.18% | — | +2.34% | |
| 50 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.18% | — | — |