CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 216 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-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.63% | -0.59% | +4.12% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.50% | -0.29% | -0.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.67% | +1.09% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.73% | -0.35% | +0.22% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.22% | — | -0.42% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.97% | — | +0.74% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.83% | — | -1.43% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | +0.18% | +1.62% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.52% | — | +0.00% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.47% | -0.23% | +2.30% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.41% | -0.20% | -0.93% | |
| 12 | FDX | Fedex CORP | 股票-工业 | 1.39% | — | -0.30% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.33% | -0.10% | +9.64% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | -0.08% | +2.70% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.10% | +1.94% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.23% | — | -0.02% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.23% | — | -0.51% | |
| 18 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.16% | — | +1.55% | |
| 19 | UTXZ | United Tech CORP | 股票-其他 | 1.12% | — | +2.16% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | — | +0.89% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | — | +0.48% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.06% | — | -3.91% | |
| 23 | LM03 | Liberty Media Cor-siriusxm A | 股票-其他 | 0.96% | — | -0.54% | |
| 24 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.90% | — | +1.49% | |
| 25 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.88% | — | -3.84% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.18% | -8.85% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.85% | +0.09% | +0.03% | |
| 28 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.81% | — | -8.01% | |
| 29 | ✓ | U S G CORP | 股票-其他 | 0.80% | — | -11.31% | |
| 30 | MMM | 3m Co | 股票-工业 | 0.79% | — | -5.57% | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.76% | — | -1.06% | |
| 32 | LUV | Southwest Airlines Co | 股票-工业 | 0.75% | — | +1.19% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.74% | — | +22.02% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.73% | — | +2.07% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.73% | — | +44.11% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.71% | -0.15% | +0.09% | |
| 37 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.70% | — | -12.62% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | — | -2.43% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.67% | — | +1.27% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.65% | — | -1.56% | |
| 41 | APPN | Appian Corp-a | 股票-其他 | 0.65% | — | +2.07% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.63% | — | +2.28% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.63% | — | +1.65% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.62% | — | +0.23% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | +2.37% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | -1.96% | |
| 47 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.58% | — | +3.66% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | — | +142.64% | |
| 49 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.58% | — | -11.62% | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.56% | — | +2.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +4.12% | 加仓 |
| 2 | AAPL | Apple INC | +0.4% | -0.42% | 减仓 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +142.64% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.3% | +1.09% | 加仓 |
| 5 | SRG | Seritage Growth Prop- A | +0.2% | +271.15% | 加仓 |
| 6 | T | At&t INC | +0.2% | +44.11% | 加仓 |
| 7 | PFE | Pfizer INC | +0.2% | +22.02% | 加仓 |
| 8 | AMZN | Amazon.com INC | +0.2% | +2.30% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.1% | +1.62% | 加仓 |
| 10 | SCHB | Schwab US Broad Market ETF | +0.1% | +9.64% | 加仓 |
| 11 | AYXEUR | Alteryx INC - Class A | +0.1% | -12.62% | 减仓 |
| 12 | DHR | Danaher CORP | +0.1% | +126.77% | 加仓 |
| 13 | DEO | Diageo Plc-sponsored Adr | +0.1% | +126.15% | 加仓 |
| 14 | LUV | Southwest Airlines Co | +0.1% | +1.19% | 加仓 |
| 15 | SCHO | Schwab Short-term US Treas | +0.1% | +38.08% | 加仓 |
| 16 | MA | Mastercard INC - A | +0.1% | -0.93% | 减仓 |
| 17 | UTXZ | United Tech CORP | +0.1% | +2.16% | 加仓 |
| 18 | MRK | Merck & Co. INC. | +0.1% | +2.07% | 加仓 |
| 19 | FAST | Fastenal Co | +0.1% | +0.27% | 加仓 |
| 20 | DIS | Walt Disney Co/the | +0.1% | -1.43% | 减仓 |
| 21 | HON | Honeywell International INC | +0.1% | +4.97% | 加仓 |
| 22 | ✓ | O Reilly Automotive INC New | +0.1% | — | 不变 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.70% | 加仓 |
| 24 | WBA | Walgreens Boots Alliance INC | +0.1% | -1.71% | 减仓 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +1.94% | 加仓 |
| 26 | WMT | Walmart INC | 0% | +0.03% | 加仓 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +0.22% | 加仓 |
| 28 | MCD | Mcdonald's CORP | — | -0.51% | 减仓 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | — | +0.48% | 加仓 |
| 30 | FDX | Fedex CORP | 0% | -0.30% | 减仓 |
| 31 | BKNG | Booking Holdings INC | -0.1% | -32.53% | 减仓 |
| 32 | SCHH | Schwab US Reit ETF | -0.1% | -17.37% | 减仓 |
| 33 | CARG | Cargurus INC | -0.1% | -74.80% | 减仓 |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -12.88% | 减仓 |
| 35 | ✓ | U S G CORP | -0.2% | -11.31% | 减仓 |
| 36 | HHC* | Howard Hughes Corp/the | -0.2% | -8.01% | 减仓 |
| 37 | MCK | Mckesson CORP | -0.2% | -59.16% | 减仓 |
| 38 | KHC | Kraft Heinz Co/the | -0.2% | -11.62% | 减仓 |
| 39 | CMCSA | Comcast Corp-class A | -0.3% | -62.19% | 减仓 |
| 40 | F | Ford Motor Co | -0.3% | -35.12% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.3% | -8.85% | 减仓 |
| 42 | WFC | Wells Fargo & Co | -0.3% | -32.74% | 减仓 |
| 43 | LMEUR | Legg Mason INC | — | NEW | 新建仓 |
| 44 | AVGO | Broadcom INC | — | EXIT | 清仓 |
| 45 | MOS | Mosaic Co/the | — | EXIT | 清仓 |
| 46 | ISRG | Intuitive Surgical INC | — | EXIT | 清仓 |
| 47 | RHT1EUR | Red Hat INC | — | EXIT | 清仓 |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | 新建仓 |
| 49 | VNJUX | Vanguard Nj Long Trm T/e-adm | — | NEW | 新建仓 |
| 50 | CRM | Salesforce INC | — | EXIT | 清仓 |