CIK: 0001711257
申报总市值
US$7865.7万
| # | 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 | DVA | Davita INC | 股票-医疗保健 | 64.21% | — | -6.60% | |
| 2 | L | Loews CORP | 股票-金融 | 17.44% | — | +1134.63% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 13.49% | — | — | |
| 4 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.46% | — | — | |
| 5 | KOF | Coca-cola Femsa Sab-sp Adr | 股票-其他 | 1.25% | — | — | |
| 6 | SIRIEUR | Sirius Xm Holdings INC | 股票-其他 | 0.99% | — | -87.57% | |
| 7 | USB | US Bancorp | 股票-金融 | 0.78% | — | — | |
| 8 | ABMDEUR | Abiomed INC | 股票-其他 | 0.22% | — | — | |
| 9 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.16% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | L | Loews CORP | +15.6% | +1134.63% | 加仓 |
| 2 | ABMDEUR | Abiomed INC | +0.1% | — | 不变 |
| 3 | KHC | Kraft Heinz Co/the | — | — | 不变 |
| 4 | CMCSA | Comcast Corp-class A | -0.2% | — | 不变 |
| 5 | SIRIEUR | Sirius Xm Holdings INC | -7.5% | -87.57% | 减仓 |
| 6 | DVA | Davita INC | -19% | -6.60% | 减仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 8 | KO | Coca-cola Co/the | — | EXIT | 清仓 |
| 9 | KOF | Coca-cola Femsa Sab-sp Adr | — | NEW | 新建仓 |
| 10 | USB | US Bancorp | — | NEW | 新建仓 |