CIK: 0001767724
申报总市值
US$5.7亿
| # | 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 | TJX | Tjx Companies INC | 股票-周期性消费 | 90.16% | +2.82% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.18% | -1.53% | +15.85% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.09% | -0.18% | +0.02% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.96% | -0.12% | +10.26% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.01% | +0.93% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.46% | -0.20% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.12% | — | |
| 8 | MMM | 3m Co | 股票-工业 | 0.40% | -0.02% | — | |
| 9 | MO | Altria Group INC | 股票-非周期性消费 | 0.40% | — | — | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.33% | — | +13.61% | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.29% | — | +73.82% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | -0.04% | +0.25% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.22% | — | — | |
| 14 | T | At&t INC | 股票-通信服务 | 0.21% | — | — | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 0.19% | — | +33.21% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.19% | — | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | +0.03% | — | |
| 18 | FOX | Fox CORP - Class B | 股票-通信服务 | 0.15% | — | — | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.15% | — | — | |
| 20 | LBTYA | Liberty Global Ltd. | 股票-其他 | 0.14% | — | — | |
| 21 | BALL | Ball CORP | 股票-周期性消费 | 0.14% | — | — | |
| 22 | BA | Boeing Co/the | 股票-工业 | 0.14% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.14% | -0.04% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.13% | -0.04% | EXIT | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.13% | — | — | |
| 26 | SIRIEUR | Sirius Xm Holdings INC | 股票-其他 | 0.04% | — | — |