CIK: 0001755785
申报总市值
US$5.0亿
仅显示前 200 大持股（共 248 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 | 48.66% | -1.79% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.42% | -0.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.32% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.41% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.29% | +0.31% | +1.34% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.48% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | +0.23% | -0.80% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.40% | -0.14% | -0.30% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.34% | — | +1.46% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.28% | +0.12% | +1.07% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.22% | -0.08% | -0.48% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 1.12% | +0.38% | +6.71% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | -0.03% | +2.00% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.06% | -0.26% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.99% | -0.05% | — | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.94% | — | +2.12% | |
| 17 | XLB | Ss Materials Select Sector | ETF-其他 | 0.89% | +0.09% | +1.01% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.83% | +0.06% | +3.75% | |
| 19 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.82% | -0.32% | +2.63% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 0.81% | -0.09% | +1.52% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.11% | — | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.69% | — | +0.99% | |
| 23 | BX | Blackstone INC | 股票-金融 | 0.68% | -0.09% | — | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.68% | -0.03% | +3.46% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.61% | +0.11% | +3.61% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | +8.81% | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.51% | — | — | |
| 28 | WM | Waste Management INC | 股票-工业 | 0.50% | — | — | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.47% | — | +7.43% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | -0.02% | — | |
| 31 | BB3 | Brookline Bancorp INC | 股票-其他 | 0.46% | — | -10.39% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.44% | — | — | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.39% | — | — | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.36% | — | -1.89% | |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.34% | -0.07% | — | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.31% | -0.04% | +26.25% | |
| 38 | DOCU | Docusign INC | 股票-科技 | 0.30% | — | -26.66% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.30% | -0.04% | +12.89% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | +0.15% | +4.46% | |
| 41 | BLK | Blackrock INC | 股票-金融 | 0.29% | — | — | |
| 42 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.29% | — | -1.47% | |
| 43 | FAST | Fastenal Co | 股票-工业 | 0.28% | +0.05% | — | |
| 44 | BHVN | Biohaven Ltd. | 股票-其他 | 0.27% | — | -2.29% | |
| 45 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.26% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | +0.07% | — | |
| 47 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.24% | — | -0.88% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | — | — | |
| 49 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.21% | -0.04% | +18.59% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.18% | — | — |