CIK: 0001279708
申报总市值
US$1.9亿
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 14.97% | — | -0.56% | |
| 2 | ✓ | SPDR Gold Shares | 股票-其他 | 6.16% | — | -0.18% | |
| 3 | ✓ | Alphabet Inc. | 股票-其他 | 6.02% | — | -0.50% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.52% | — | +1.64% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.48% | — | -0.14% | |
| 6 | ✓ | Alphabet Inc. | 股票-其他 | 5.03% | — | -0.60% | |
| 7 | ✓ | Alpha Archtct US Quntv Val ETF | ETF-其他 | 4.95% | — | — | |
| 8 | CVS | Cvs Health CORP | 股票-医疗保健 | 4.26% | — | +0.49% | |
| 9 | ✓ | VanEck China Semiconductor ETF | ETF-新兴市场 | 4.09% | — | — | |
| 10 | ✓ | AbbVie Inc. | 股票-其他 | 3.92% | — | — | |
| 11 | ✓ | Twitter INC | 股票-其他 | 3.76% | — | -0.74% | |
| 12 | IGE | Ishares North American Natur | ETF-其他 | 3.42% | — | +58.43% | |
| 13 | ✓ | Tesla, Inc. | 股票-其他 | 3.31% | — | -0.09% | |
| 14 | ✓ | KKR & Co. Inc. | 股票-其他 | 3.26% | — | +0.55% | |
| 15 | ✓ | Cisco Systems, Inc. | 股票-其他 | 2.78% | — | — | |
| 16 | BAC 7.25 PERP L | Bank Of America CORP | 股票-金融 | 2.52% | — | — | |
| 17 | MTZ | Mastec INC | 股票-工业 | 2.39% | — | -3.40% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.15% | — | +1.10% | |
| 19 | RVT | Royce Small-cap Trust INC | 股票-其他 | 1.69% | — | -0.51% | |
| 20 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.67% | — | — | |
| 21 | ✓ | Valueshares Intrntnl Qntv Val | 股票-其他 | 1.66% | — | +0.18% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.63% | — | -3.75% | |
| 23 | HP5A | Equity Commonwealth | 股票-其他 | 1.58% | — | -1.85% | |
| 24 | ✓ | Sprott Uranium Miners ETF | ETF-其他 | 1.52% | — | — | |
| 25 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 1.31% | — | -2.02% | |
| 26 | ✓ | BCE Inc. | 股票-其他 | 1.08% | — | — | |
| 27 | LSXMKUSD | Liberty Media Cor-siriusxm C | 股票-其他 | 0.99% | — | — | |
| 28 | ✓ | Howard Hughes Corp | 股票-其他 | 0.91% | — | -4.43% | |
| 29 | ✓ | Invesco Db Commodity Index Tra | 股票-其他 | 0.89% | — | — | |
| 30 | ✓ | WisdomTree US Quality Dividend | 股票-其他 | 0.79% | — | — | |
| 31 | ✓ | Wisdomtree 90 60 U S Balanced | 股票-其他 | 0.28% | — | — | |
| 32 | ARAY | Accuray INC | 股票-其他 | 0.01% | — | — |