CIK: 0001755785
申报总市值
US$5.0亿
仅显示前 200 大持股（共 239 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 | 47.23% | -1.79% | -1.05% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.71% | -0.01% | -5.05% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.48% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.48% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.19% | +0.31% | +8.64% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.48% | — | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.69% | -0.14% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.40% | +0.23% | -1.80% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.33% | — | — | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.25% | +0.12% | +0.47% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.21% | -0.08% | -22.62% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 1.20% | +0.38% | +1.02% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.14% | -0.03% | +0.54% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.05% | -3.19% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.06% | — | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.95% | — | +0.64% | |
| 17 | XLB | Ss Materials Select Sector | ETF-其他 | 0.88% | +0.09% | +0.49% | |
| 18 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.82% | -0.32% | +143.28% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.81% | +0.06% | +10.61% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | -0.09% | — | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.11% | — | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.71% | — | +0.48% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.65% | -0.03% | +0.95% | |
| 24 | BX | Blackstone INC | 股票-金融 | 0.60% | -0.09% | — | |
| 25 | WM | Waste Management INC | 股票-工业 | 0.56% | — | — | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | +0.40% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.55% | +0.11% | — | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | -0.02% | — | |
| 29 | BB3 | Brookline Bancorp INC | 股票-其他 | 0.46% | — | -8.95% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 0.45% | — | — | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | — | |
| 32 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.45% | — | +29.91% | |
| 33 | STNE | StoneCo Ltd. | 股票-其他 | 0.44% | — | +32.32% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.40% | — | — | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.40% | -0.07% | — | |
| 36 | DOCU | Docusign INC | 股票-科技 | 0.38% | — | -2.49% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.38% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | -0.04% | +0.02% | |
| 39 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.31% | — | -0.52% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | +0.15% | +900.00% | |
| 41 | FAST | Fastenal Co | 股票-工业 | 0.27% | +0.05% | — | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.26% | — | — | |
| 43 | F | Ford Motor Co | 股票-周期性消费 | 0.26% | — | +35.92% | |
| 44 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.25% | — | -6.66% | |
| 45 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.25% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | +0.07% | -37.73% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.23% | — | — | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.23% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.22% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.22% | — | +14.68% |