CIK: 0001740063
申报总市值
US$2.5亿
仅显示前 200 大持股（共 471 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 | AAPL | Apple INC | 股票-科技 | 6.05% | -0.03% | -0.19% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.32% | -0.63% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.04% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.79% | -0.32% | -0.16% | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 2.58% | +2.14% | +0.15% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.28% | -0.40% | |
| 7 | HON | Honeywell International INC | 股票-工业 | 1.87% | -1.51% | EXIT | |
| 8 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.74% | — | -2.15% | |
| 9 | PFE | Pfizer INC | 股票-医疗保健 | 1.66% | -0.18% | +0.97% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.48% | — | -0.09% | |
| 11 | ABM | Abm Industries INC | 股票-其他 | 1.44% | — | +2.14% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | — | +0.61% | |
| 13 | TGT | Target CORP | 股票-周期性消费 | 1.32% | — | — | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 1.26% | +0.34% | +0.21% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | — | |
| 16 | VSH | Vishay Intertechnology INC | 股票-其他 | 1.23% | +0.65% | -0.56% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.22% | -0.02% | -0.06% | |
| 18 | NSC | Norfolk Southern CORP | 股票-工业 | 1.20% | -0.04% | -2.27% | |
| 19 | CAT | Caterpillar INC | 股票-工业 | 1.16% | +1.40% | +1.65% | |
| 20 | CSX | Csx CORP | 股票-工业 | 1.16% | — | -0.16% | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.12% | +0.09% | -0.23% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.11% | — | — | |
| 23 | MCK | Mckesson CORP | 股票-医疗保健 | 1.09% | -0.29% | -0.34% | |
| 24 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.04% | — | -6.71% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.03% | — | — | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.95% | +0.01% | +0.97% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.94% | -0.15% | — | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.91% | — | +2.39% | |
| 29 | RVTY | Revvity INC | 股票-医疗保健 | 0.90% | — | -2.78% | |
| 30 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.88% | — | — | |
| 31 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.87% | — | — | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.84% | — | +0.80% | |
| 33 | SXI | Standex International CORP | 股票-其他 | 0.83% | +0.17% | — | |
| 34 | TT | Trane Technologies plc | 股票-工业 | 0.83% | — | -1.09% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | -0.36% | -6.32% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.75% | — | — | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.74% | — | +0.02% | |
| 38 | C | Citigroup INC | 股票-金融 | 0.71% | +0.08% | — | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | — | +2.43% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.70% | — | — | |
| 41 | GLW | Corning INC | 股票-科技 | 0.68% | +1.00% | +3.87% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | — | -0.31% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.66% | -0.24% | — | |
| 44 | NOC | Northrop Grumman CORP | 股票-工业 | 0.65% | -0.37% | +1.83% | |
| 45 | SPGI | S&p Global INC | 股票-金融 | 0.64% | -0.38% | EXIT | |
| 46 | TXT | Textron INC | 股票-工业 | 0.64% | — | -0.61% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.64% | +0.01% | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.02% | -0.25% | |
| 50 | ALL | Allstate CORP | 股票-金融 | 0.57% | — | +3.18% |