CIK: 0001740063
申报总市值
US$2.5亿
仅显示前 200 大持股（共 423 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 | 5.91% | -0.03% | -0.31% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.81% | -0.63% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.97% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.10% | -0.32% | -0.32% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.28% | -0.05% | |
| 6 | AMAT | Applied Materials INC | 股票-科技 | 1.82% | +2.14% | +0.13% | |
| 7 | CAT | Caterpillar INC | 股票-工业 | 1.77% | +1.40% | — | |
| 8 | ABM | Abm Industries INC | 股票-其他 | 1.63% | — | -0.67% | |
| 9 | MCK | Mckesson CORP | 股票-医疗保健 | 1.63% | -0.29% | -0.47% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.58% | — | — | |
| 11 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.58% | — | — | |
| 12 | HON | Honeywell International INC | 股票-工业 | 1.53% | -1.51% | EXIT | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.40% | — | -1.08% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 1.35% | -0.36% | -0.60% | |
| 15 | VSH | Vishay Intertechnology INC | 股票-其他 | 1.31% | +0.65% | -0.65% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.28% | — | -0.73% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | — | +0.93% | |
| 18 | TGT | Target CORP | 股票-周期性消费 | 1.26% | — | +1.06% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 1.18% | -0.18% | -0.28% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.17% | +0.34% | -0.69% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.16% | +0.01% | -1.18% | |
| 22 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.10% | — | -20.12% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.10% | -0.02% | +4.12% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.02% | — | — | |
| 25 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | — | — | |
| 26 | SXI | Standex International CORP | 股票-其他 | 0.89% | +0.17% | -1.47% | |
| 27 | NSC | Norfolk Southern CORP | 股票-工业 | 0.89% | -0.04% | — | |
| 28 | CSX | Csx CORP | 股票-工业 | 0.88% | — | -1.22% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | — | -0.67% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | -0.15% | -0.93% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.86% | -0.24% | — | |
| 32 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.86% | — | -0.36% | |
| 33 | NOC | Northrop Grumman CORP | 股票-工业 | 0.84% | -0.37% | — | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.81% | — | -0.93% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | +0.04% | |
| 36 | PH | Parker Hannifin CORP | 股票-工业 | 0.80% | -0.08% | — | |
| 37 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.78% | — | — | |
| 38 | TT | Trane Technologies plc | 股票-工业 | 0.77% | — | -1.29% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.76% | — | -0.95% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.75% | — | -0.70% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.74% | +0.01% | +7.35% | |
| 42 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.73% | +0.09% | -0.82% | |
| 43 | GLW | Corning INC | 股票-科技 | 0.72% | +1.00% | -0.67% | |
| 44 | RVTY | Revvity INC | 股票-医疗保健 | 0.71% | — | +0.03% | |
| 45 | INGR | Ingredion INC | 股票-非周期性消费 | 0.69% | -0.17% | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.17% | -1.40% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | — | |
| 48 | FISV | Fiserv INC | 股票-其他 | 0.61% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | +0.18% | +2.05% | |
| 50 | TXT | Textron INC | 股票-工业 | 0.59% | — | -1.28% |