CIK: 0001511137
申报总市值
US$131.2亿
仅显示前 200 大持股（共 658 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 | RY | Royal Bank Of Canada | 股票-金融 | 15.18% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.73% | — | -2.47% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.46% | — | -1.32% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.38% | — | +0.59% | |
| 5 | EFOR | Everforth INC | 股票-其他 | 4.38% | — | +3.40% | |
| 6 | MAR | Marriott International -cl A | 股票-周期性消费 | 3.04% | — | +0.26% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.74% | — | -6.39% | |
| 8 | ✓ | 股票-其他 | 2.68% | — | +7.24% | ||
| 9 | ✓ | Alphabet Inc. | 股票-其他 | 2.40% | — | -9.02% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.16% | — | +0.08% | |
| 11 | RHI | Robert Half INC | 股票-工业 | 1.85% | — | -2.43% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.74% | — | +248.05% | |
| 13 | KMX | Carmax INC | 股票-周期性消费 | 1.71% | — | +4.29% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.71% | — | +31.33% | |
| 15 | ✓ | Marriott Vacations Worldwide | 股票-其他 | 1.69% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.54% | — | +0.46% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.43% | — | +2.30% | |
| 18 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新兴市场 | 1.29% | — | -8.56% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.07% | — | +0.17% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.07% | — | +0.15% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.03% | — | +0.21% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.03% | — | +88.64% | |
| 23 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.98% | — | +10300.73% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.84% | — | +35.45% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.80% | — | +0.18% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | -1.82% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.65% | — | +0.32% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | — | +66.66% | |
| 29 | ✓ | Ishares Core High Dividend ETF | ETF-其他 | 0.54% | — | +0.36% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | — | -12.83% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | — | +10.75% | |
| 32 | GHC | Graham Holdings Co-class B | 股票-工业 | 0.48% | — | — | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.48% | — | +0.15% | |
| 34 | ✓ | T. Rowe Price Group, Inc. | 股票-其他 | 0.42% | — | -14.93% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | — | — | |
| 36 | APO | Apollo Global Management, Inc. | 股票-金融 | 0.34% | — | — | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.33% | — | +867.62% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | +32.34% | |
| 39 | CARG | Cargurus INC | 股票-周期性消费 | 0.31% | — | +1987.97% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.30% | — | -6.16% | |
| 41 | UBS | UBS Group AG | 股票-金融 | 0.27% | — | — | |
| 42 | PRI | Primerica INC | 股票-金融 | 0.26% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | — | -0.67% | |
| 44 | ✓ | Alphabet Inc. | 股票-其他 | 0.26% | — | +16.95% | |
| 45 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 0.25% | — | — | |
| 46 | MGM | Mgm Resorts International | 股票-周期性消费 | 0.25% | — | — | |
| 47 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.24% | — | +9.29% | |
| 48 | VDE | Vanguard Energy ETF | ETF-其他 | 0.23% | — | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.23% | — | +4.46% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.23% | — | +10.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +1.2% | +248.05% | 加仓 |
| 2 | TJX | Tjx Companies INC | +1% | +10300.73% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +88.64% | 加仓 |
| 4 | AAPL | Apple INC | +0.4% | +31.33% | 加仓 |
| 5 | KMX | Carmax INC | +0.3% | +4.29% | 加仓 |
| 6 | ACWI | Ishares Msci Acwi ETF | +0.3% | +867.62% | 加仓 |
| 7 | CARG | Cargurus INC | +0.3% | +1987.97% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | +66.66% | 加仓 |
| 9 | AMZN | Amazon.com INC | +0.2% | +35.45% | 加仓 |
| 10 | ✓ | Alps Group Inc | +0.1% | +588.12% | 加仓 |
| 11 | MAR | Marriott International -cl A | +0.1% | +0.26% | 加仓 |
| 12 | XYZ | Block INC | +0.1% | +1361.11% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +32.34% | 加仓 |
| 14 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +286.85% | 加仓 |
| 15 | PYPL | Paypal Holdings INC | +0.1% | +638.46% | 加仓 |
| 16 | AXP | American Express Co | +0.1% | +12757.14% | 加仓 |
| 17 | ✓ | Exxon Mobil Corporation | +0.1% | +64.30% | 加仓 |
| 18 | SAM | Boston Beer Company Inc-a | 0% | — | 不变 |
| 19 | DIS | Walt Disney Co/the | 0% | +4.46% | 加仓 |
| 20 | APO | Apollo Global Management, Inc. | 0% | — | 不变 |
| 21 | IWM | Ishares Russell 2000 ETF | 0% | +10.75% | 加仓 |
| 22 | XLF | Ss Financial Select Sector | — | +0.21% | 加仓 |
| 23 | XLK | Ss Technology Select Sector | 0% | +0.08% | 加仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.46% | 加仓 |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.1% | +2.30% | 加仓 |
| 26 | BA | Boeing Co/the | -0.1% | -45.43% | 减仓 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | +0.59% | 加仓 |
| 28 | VONV | Vanguard Russell 1000 Value | -0.1% | -77.67% | 减仓 |
| 29 | VNQ | Vanguard Real Estate ETF | -0.1% | -12.83% | 减仓 |
| 30 | ✓ | Vanguard Russell 1000 | -0.2% | -54.92% | 减仓 |
| 31 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -97.13% | 减仓 |
| 32 | ✓ | iShares MSCI Emerging Markets ETF | -0.2% | -8.56% | 减仓 |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -6.39% | 减仓 |
| 34 | RY | Royal Bank Of Canada | -0.4% | — | 不变 |
| 35 | EFOR | Everforth INC | -0.4% | +3.40% | 加仓 |
| 36 | ✓ | -0.5% | +7.24% | 加仓 | |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.5% | -1.32% | 减仓 |
| 38 | RHI | Robert Half INC | -0.5% | -2.43% | 减仓 |
| 39 | MRK | Merck & Co. INC. | -0.5% | -68.31% | 减仓 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -2.47% | 减仓 |
| 41 | ✓ | Alphabet Inc. | -0.7% | -9.02% | 减仓 |
| 42 | CSCO | Cisco Systems INC | — | NEW | 新建仓 |
| 43 | ✓ | Cisco Systems, Inc. | — | EXIT | 清仓 |
| 44 | UBS | UBS Group AG | — | NEW | 新建仓 |
| 45 | PRI | Primerica INC | — | NEW | 新建仓 |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | ✓ | Xylem Inc. | — | EXIT | 清仓 |
| 48 | SMMD | Ishares Russell 2500 ETF | — | EXIT | 清仓 |
| 49 | ALLO | Allogene Therapeutics INC | — | NEW | 新建仓 |
| 50 | HUM | Humana INC | — | NEW | 新建仓 |