CIK: 0001986196
申报总市值
US$1.2亿
| # | 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 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 16.57% | -2.21% | — | |
| 2 | CDW | Cdw Corp/de | 股票-科技 | 13.10% | -6.87% | EXIT | |
| 3 | SHW | Sherwin-williams Co/the | 股票-原材料 | 11.55% | +0.24% | — | |
| 4 | FERG | Ferguson Enterprises Inc. | 股票-工业 | 11.47% | — | — | |
| 5 | SPGI | S&p Global INC | 股票-金融 | 11.31% | -1.91% | — | |
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 9.38% | — | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.77% | -1.01% | — | |
| 8 | NOW | Servicenow INC | 股票-科技 | 6.55% | -1.72% | — | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.57% | -1.64% | — | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 5.36% | — | — | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.36% | — | — |