CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 222 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 | 6.80% | -0.59% | +1.31% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.25% | -0.29% | +0.72% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.67% | +1.19% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.92% | — | +8.96% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.51% | -0.35% | +1.10% | |
| 6 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.98% | — | +1.71% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.83% | — | +3.69% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.73% | — | -0.89% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 1.67% | -0.20% | -0.93% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.54% | +0.18% | +1.57% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.53% | -0.08% | +2.31% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.52% | -0.10% | +3.48% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.48% | — | +4.54% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.40% | — | +7.68% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | -0.23% | +2.21% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.10% | +1.24% | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.18% | — | +23.14% | |
| 18 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.11% | — | +3.95% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | — | +5.25% | |
| 20 | SUB | Ishares Short-term National | ETF-其他 | 1.05% | — | +1.56% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.03% | — | -0.16% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 1.02% | +0.09% | +2.71% | |
| 23 | UTXZ | United Tech CORP | 股票-其他 | 0.94% | — | -0.45% | |
| 24 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.90% | — | -13.52% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | — | +1.84% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.85% | — | -0.85% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | +2.94% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.81% | — | -0.00% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.80% | — | +2.80% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.80% | — | +3.43% | |
| 31 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.78% | — | +0.43% | |
| 32 | APPN | Appian Corp-a | 股票-其他 | 0.77% | — | -2.07% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.71% | — | +1.68% | |
| 34 | LUV | Southwest Airlines Co | 股票-工业 | 0.69% | — | -3.14% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | +0.27% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | +0.16% | +2.06% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | — | +1.61% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | — | -0.11% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | +7.41% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.63% | — | +0.08% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.63% | — | +2.63% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.62% | — | +3.76% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.62% | — | +0.23% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.60% | — | +0.56% | |
| 45 | PYPL | Paypal Holdings INC | 股票-金融 | 0.60% | — | -0.30% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.59% | — | +108.92% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.59% | — | +14.51% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.58% | — | -0.54% | |
| 49 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.57% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.18% | +3.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +0.5% | +606.71% | 加仓 |
| 2 | CMCSA | Comcast Corp-class A | +0.3% | +108.92% | 加仓 |
| 3 | AAPL | Apple INC | +0.3% | +0.72% | 加仓 |
| 4 | CVS | Cvs Health CORP | +0.2% | +185.60% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +1.10% | 加仓 |
| 6 | INTC | Intel CORP | +0.2% | +84.73% | 加仓 |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | +0.2% | +23.14% | 加仓 |
| 8 | APPN | Appian Corp-a | +0.1% | -2.07% | 减仓 |
| 9 | SCHO | Schwab Short-term US Treas | +0.1% | +8.96% | 加仓 |
| 10 | NKE | Nike INC -cl B | +0.1% | +3.95% | 加仓 |
| 11 | T | At&t INC | +0.1% | +14.51% | 加仓 |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +2.94% | 加仓 |
| 13 | MUB | Ishares National Muni Bond E | +0.1% | +34.15% | 加仓 |
| 14 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +59.41% | 加仓 |
| 15 | HD | Home Depot INC | +0.1% | +21.81% | 加仓 |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +7.68% | 加仓 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +4.54% | 加仓 |
| 18 | ABBV | Abbvie INC | +0.1% | +36.97% | 加仓 |
| 19 | WMT | Walmart INC | +0.1% | +2.71% | 加仓 |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +2.80% | 加仓 |
| 21 | COST | Costco Wholesale CORP | 0% | +2.06% | 加仓 |
| 22 | TXN | Texas Instruments INC | 0% | +0.45% | 加仓 |
| 23 | UPS | United Parcel Service-cl B | 0% | -0.57% | 减仓 |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +1.24% | 加仓 |
| 25 | PEP | Pepsico INC | 0% | +3.43% | 加仓 |
| 26 | KO | Coca-cola Co/the | 0% | +1.61% | 加仓 |
| 27 | MSFT | Microsoft CORP | 0% | +1.19% | 加仓 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | +5.25% | 加仓 |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | — | +3.69% | 加仓 |
| 30 | SCHB | Schwab US Broad Market ETF | — | +3.48% | 加仓 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.31% | 加仓 |
| 32 | ✓ | Mimecast LTD | -0.1% | — | 不变 |
| 33 | ILMN | Illumina INC | -0.1% | +0.24% | 加仓 |
| 34 | FSLY | Fastly INC - Class A | -0.1% | -39.89% | 减仓 |
| 35 | UNH | Unitedhealth Group INC | -0.1% | +2.80% | 加仓 |
| 36 | PYPL | Paypal Holdings INC | -0.1% | -0.30% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -4.51% | 减仓 |
| 38 | PFE | Pfizer INC | -0.1% | +7.41% | 加仓 |
| 39 | FDX | Fedex CORP | -0.1% | +0.23% | 加仓 |
| 40 | AMZN | Amazon.com INC | -0.1% | +2.21% | 加仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | +1.57% | 加仓 |
| 42 | EEM | Ishares Msci Emerging Market | -0.2% | -0.89% | 减仓 |
| 43 | DIS | Walt Disney Co/the | -0.2% | +1.71% | 加仓 |
| 44 | AYXEUR | Alteryx INC - Class A | -0.2% | -13.52% | 减仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +1.31% | 加仓 |
| 46 | PBF | Pbf Energy Inc-class A | — | NEW | 新建仓 |
| 47 | CNNE | Cannae Holdings INC | — | EXIT | 清仓 |
| 48 | CSX | Csx CORP | — | NEW | 新建仓 |
| 49 | CLX | Clorox Company | — | NEW | 新建仓 |
| 50 | USRT | Ishares Core US Reit ETF | — | NEW | 新建仓 |