CIK: 0001740063
申报总市值
US$2.5亿
仅显示前 200 大持股（共 418 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.40% | -0.63% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.33% | -0.03% | -2.12% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.73% | -0.32% | +0.29% | |
| 4 | CAT | Caterpillar INC | 股票-工业 | 3.70% | +1.40% | -0.53% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.28% | +0.25% | |
| 6 | AMAT | Applied Materials INC | 股票-科技 | 2.52% | +2.14% | -7.81% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.12% | — | +25.24% | |
| 8 | PH | Parker Hannifin CORP | 股票-工业 | 1.73% | -0.08% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.59% | +0.18% | -0.17% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.46% | — | -0.24% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.38% | — | -0.56% | |
| 12 | HON | Honeywell International INC | 股票-工业 | 1.33% | -1.51% | EXIT | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.31% | — | +4.80% | |
| 14 | MCK | Mckesson CORP | 股票-医疗保健 | 1.17% | -0.29% | -3.46% | |
| 15 | USB | US Bancorp | 股票-金融 | 1.17% | +0.01% | -0.02% | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 1.14% | +0.34% | -1.10% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | — | -2.27% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 1.13% | -0.36% | -0.10% | |
| 19 | GLW | Corning INC | 股票-科技 | 1.12% | +1.00% | -12.59% | |
| 20 | ABM | Abm Industries INC | 股票-其他 | 1.09% | — | -7.93% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.04% | +0.01% | -0.96% | |
| 22 | C | Citigroup INC | 股票-金融 | 1.02% | +0.08% | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | — | -1.41% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.02% | -1.19% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.97% | — | +0.33% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | — | -0.16% | |
| 27 | NSC | Norfolk Southern CORP | 股票-工业 | 0.92% | -0.04% | -4.16% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.91% | -0.02% | — | |
| 29 | NOC | Northrop Grumman CORP | 股票-工业 | 0.90% | -0.37% | — | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.89% | +0.05% | +2.66% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.89% | — | -1.96% | |
| 32 | SXI | Standex International CORP | 股票-其他 | 0.88% | +0.17% | -2.92% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.85% | -0.15% | -0.51% | |
| 34 | CSX | Csx CORP | 股票-工业 | 0.81% | — | — | |
| 35 | AXP | American Express Co | 股票-金融 | 0.80% | -0.01% | — | |
| 36 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.77% | — | +28.93% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.76% | — | +2.35% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.75% | — | -1.00% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.73% | -0.24% | -0.68% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.69% | +0.02% | +36.24% | |
| 41 | INGR | Ingredion INC | 股票-非周期性消费 | 0.65% | -0.17% | +0.64% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.63% | — | -0.04% | |
| 43 | LHX | L3harris Technologies INC | 股票-工业 | 0.61% | — | -8.32% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | -0.18% | -1.33% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.60% | — | -5.93% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.04% | +1.08% | |
| 47 | JOE | St Joe Co/the | 股票-其他 | 0.57% | — | — | |
| 48 | TXT | Textron INC | 股票-工业 | 0.56% | — | — | |
| 49 | TT | Trane Technologies plc | 股票-工业 | 0.56% | — | -20.80% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.17% | +5.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar INC | +0.6% | -0.53% | 减仓 |
| 2 | SCHO | Schwab Short-term US Treas | +0.4% | +25.24% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.17% | 减仓 |
| 4 | AMAT | Applied Materials INC | +0.3% | -7.81% | 减仓 |
| 5 | TMO | Thermo Fisher Scientific INC | +0.2% | -0.24% | 减仓 |
| 6 | PH | Parker Hannifin CORP | +0.2% | — | 不变 |
| 7 | SCHF | Schwab Intl Equity ETF | +0.2% | +36.24% | 加仓 |
| 8 | MRK | Merck & Co. INC. | +0.2% | +0.33% | 加仓 |
| 9 | AAPL | Apple INC | +0.2% | -2.12% | 减仓 |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | +0.2% | +28.93% | 加仓 |
| 11 | C | Citigroup INC | +0.1% | — | 不变 |
| 12 | AMD | Advanced Micro Devices | +0.1% | -1.12% | 减仓 |
| 13 | CSCO | Cisco Systems INC | +0.1% | -1.10% | 减仓 |
| 14 | USB | US Bancorp | +0.1% | -0.02% | 减仓 |
| 15 | CAH | Cardinal Health INC | +0.1% | — | 不变 |
| 16 | REGN | Regeneron Pharmaceuticals | +0.1% | -1.19% | 减仓 |
| 17 | JOE | St Joe Co/the | +0.1% | — | 不变 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -2.27% | 减仓 |
| 19 | WFC | Wells Fargo & Co | +0.1% | -0.16% | 减仓 |
| 20 | AXP | American Express Co | +0.1% | — | 不变 |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | -0.53% | 减仓 |
| 22 | LUV | Southwest Airlines Co | +0.1% | -0.98% | 减仓 |
| 23 | AMZN | Amazon.com INC | +0.1% | +2.66% | 加仓 |
| 24 | SCHX | Schwab US Large-cap ETF | +0.1% | +12.38% | 加仓 |
| 25 | CHRW | C.h. Robinson Worldwide INC | +0.1% | -1.19% | 减仓 |
| 26 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 27 | TGT | Target CORP | +0.1% | -0.04% | 减仓 |
| 28 | SCHR | Schwab Intermediate-term US | 0% | +4.80% | 加仓 |
| 29 | VRTX | Vertex Pharmaceuticals INC | 0% | -1.59% | 减仓 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -10.61% | 减仓 |
| 31 | INGR | Ingredion INC | -0.1% | +0.64% | 加仓 |
| 32 | ACM | Aecom | -0.1% | -1.15% | 减仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | -0.51% | 减仓 |
| 34 | NOC | Northrop Grumman CORP | -0.1% | — | 不变 |
| 35 | FAST | Fastenal Co | -0.1% | -19.62% | 减仓 |
| 36 | CMI | Cummins INC | -0.1% | -39.19% | 减仓 |
| 37 | HD | Home Depot INC | -0.1% | — | 不变 |
| 38 | LHX | L3harris Technologies INC | -0.1% | -8.32% | 减仓 |
| 39 | GLW | Corning INC | -0.1% | -12.59% | 减仓 |
| 40 | NSC | Norfolk Southern CORP | -0.1% | -4.16% | 减仓 |
| 41 | VZ | Verizon Communications INC | -0.1% | -0.10% | 减仓 |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -1.41% | 减仓 |
| 43 | ETN | Eaton Corporation plc | -0.1% | -29.07% | 减仓 |
| 44 | VSH | Vishay Intertechnology INC | -0.2% | -29.73% | 减仓 |
| 45 | HON | Honeywell International INC | -0.2% | -4.03% | 减仓 |
| 46 | TT | Trane Technologies plc | -0.2% | -20.80% | 减仓 |
| 47 | ABM | Abm Industries INC | -0.2% | -7.93% | 减仓 |
| 48 | FISV | Fiserv INC | -0.2% | — | 不变 |
| 49 | MSFT | Microsoft CORP | -0.3% | +0.25% | 加仓 |
| 50 | ORCL | Oracle CORP | -0.7% | -0.56% | 减仓 |