CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 224 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 | 6.67% | -0.59% | +2.31% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.86% | -0.29% | +3.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.67% | +2.18% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.03% | — | +17.91% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.53% | -0.35% | +4.37% | |
| 6 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.00% | — | +3.53% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.95% | — | +20.90% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.74% | -0.08% | +14.81% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.65% | — | -1.05% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 1.62% | -0.20% | +0.36% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.59% | +0.18% | +4.00% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.59% | -0.10% | +9.34% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | -0.23% | +13.61% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.10% | +5.73% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.31% | — | +26.63% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.27% | — | +3.97% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.27% | — | +6.16% | |
| 18 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.15% | — | +9.08% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | — | +11.86% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.04% | — | +67.10% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.99% | — | +32.87% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.94% | — | +4.18% | |
| 23 | SUB | Ishares Short-term National | ETF-其他 | 0.93% | — | +0.50% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.93% | +0.09% | +2.60% | |
| 25 | UTXZ | United Tech CORP | 股票-其他 | 0.91% | — | +0.41% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.87% | — | +2.81% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.78% | — | +40.27% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.76% | — | +8.15% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | +8.74% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.76% | — | +3.74% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | -0.15% | +10.31% | |
| 32 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.73% | — | -0.17% | |
| 33 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.73% | — | -0.02% | |
| 34 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.72% | — | -2.92% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.65% | — | +9.77% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.18% | +12.72% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | +1.88% | |
| 38 | LUV | Southwest Airlines Co | 股票-工业 | 0.62% | — | +1.65% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.62% | — | +1.25% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | +4.03% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | +0.16% | +2.93% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.60% | — | -4.27% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.56% | — | +3.76% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | +6.50% | |
| 45 | PYPL | Paypal Holdings INC | 股票-金融 | 0.55% | — | +0.34% | |
| 46 | APPN | Appian Corp-a | 股票-其他 | 0.54% | — | -0.84% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.54% | — | +0.57% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.53% | — | +11.50% | |
| 49 | CSL | Carlisle Cos INC | 股票-工业 | 0.53% | — | — | |
| 50 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.52% | — | +1.91% |