CIK: 0001755785
申报总市值
US$5.0亿
仅显示前 200 大持股（共 267 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 | 46.07% | -1.79% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.94% | -0.01% | -1.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.48% | +0.04% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.35% | +0.31% | -1.01% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.11% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.85% | +0.23% | -23.37% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.05% | -5.34% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.36% | -0.14% | -10.73% | |
| 9 | QXO | Qxo INC | 股票-工业 | 1.34% | +0.11% | +121.90% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.11% | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.16% | +0.12% | -1.45% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.06% | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.10% | -0.08% | -4.05% | |
| 14 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.08% | -0.32% | +21.44% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | — | +0.07% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.05% | -0.03% | -0.98% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +0.15% | +0.40% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.99% | — | -50.42% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.89% | -0.07% | +5.29% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 0.86% | +0.38% | -10.80% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.72% | +0.06% | -0.23% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.68% | — | -0.96% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.64% | -0.03% | -0.69% | |
| 24 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.62% | — | +63.94% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.60% | +0.11% | -0.56% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 0.57% | -0.09% | -0.71% | |
| 27 | UBER | Uber Technologies INC | 股票-工业 | 0.56% | -0.04% | +6.33% | |
| 28 | BX | Blackstone INC | 股票-金融 | 0.50% | -0.09% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | -0.04% | -5.51% | |
| 30 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.48% | -0.04% | — | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.47% | -0.07% | — | |
| 32 | WM | Waste Management INC | 股票-工业 | 0.45% | — | — | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.39% | — | — | |
| 34 | DMLP | Dorchester Minerals LP | 股票-其他 | 0.37% | +0.07% | +0.15% | |
| 35 | BB3 | Brookline Bancorp INC | 股票-其他 | 0.37% | — | -10.47% | |
| 36 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.35% | — | -2.97% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.34% | — | — | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.34% | -0.02% | +1.58% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.33% | — | — | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.31% | — | +21.62% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | — | — | |
| 42 | TRIN | Trinity Capital INC | 股票-其他 | 0.28% | — | +1.38% | |
| 43 | PWR | Quanta Services INC | 股票-工业 | 0.27% | +0.11% | — | |
| 44 | FAST | Fastenal Co | 股票-工业 | 0.27% | +0.05% | +100.00% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.26% | +0.05% | — | |
| 46 | BLK | Blackrock INC | 股票-金融 | 0.26% | — | — | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.26% | — | -31.12% | |
| 48 | PGR | Progressive CORP | 股票-金融 | 0.26% | — | — | |
| 49 | AON | Aon plc | 股票-金融 | 0.25% | — | — | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.25% | — | — |