CIK: 0001719739
申报总市值
US$6.9亿
仅显示前 200 大持股（共 319 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 20.88% | — | -8.79% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.37% | -0.78% | -2.68% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.15% | -0.23% | +6.00% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.25% | -0.20% | -0.49% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.20% | -0.26% | -2.29% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.02% | — | -7.13% | |
| 7 | MUSA | Murphy USA INC | 股票-周期性消费 | 3.60% | +0.74% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.75% | -0.25% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.25% | -0.19% | -0.93% | |
| 10 | PANW | Palo Alto Networks INC | 股票-科技 | 1.98% | -0.25% | +93.87% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | -0.20% | -0.85% | |
| 12 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.65% | — | -0.03% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.62% | — | +77.47% | |
| 14 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.58% | — | -1.32% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 1.33% | — | +1.29% | |
| 16 | MTH | Meritage Homes CORP | 股票-周期性消费 | 1.30% | — | — | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.24% | — | -1.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.09% | -3.45% | |
| 19 | BX | Blackstone INC | 股票-金融 | 1.20% | -1.09% | -3.13% | |
| 20 | ZTS | Zoetis INC | 股票-医疗保健 | 1.11% | — | -0.62% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | -0.10% | -0.38% | |
| 22 | HON | Honeywell International INC | 股票-工业 | 1.01% | — | -2.08% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.01% | — | -3.98% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 0.98% | +0.47% | -1.24% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.97% | — | -1.97% | |
| 26 | NEE | Nextera Energy INC | 股票-公用事业 | 0.93% | +0.23% | -0.94% | |
| 27 | ADBE | Adobe INC | 股票-科技 | 0.87% | — | +0.66% | |
| 28 | MUR | Murphy Oil CORP | 股票-能源 | 0.86% | +0.30% | +0.65% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.82% | — | -4.72% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.74% | -0.12% | -0.16% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.72% | — | — | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.70% | -0.12% | -1.25% | |
| 33 | TRMB | Trimble INC | 股票-科技 | 0.67% | -0.10% | +0.96% | |
| 34 | NOW | Servicenow INC | 股票-科技 | 0.67% | -0.43% | +136.77% | |
| 35 | FANG | Diamondback Energy INC | 股票-能源 | 0.66% | +0.31% | -14.61% | |
| 36 | SNPS | Synopsys INC | 股票-科技 | 0.65% | -0.11% | -3.41% | |
| 37 | BR | Broadridge Financial Solutio | 股票-科技 | 0.64% | -0.15% | -2.34% | |
| 38 | SCCO | Southern Copper CORP | 股票-原材料 | 0.63% | +0.27% | +11.13% | |
| 39 | GRBK | Green Brick Partners INC | 股票-其他 | 0.59% | — | -1.41% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | -0.13% | — | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | +0.35% | |
| 42 | VMI | Valmont Industries | 股票-工业 | 0.47% | — | — | |
| 43 | NVT | nVent Electric plc | 股票-工业 | 0.47% | +0.18% | +0.01% | |
| 44 | GXO | Gxo Logistics INC | 股票-工业 | 0.46% | -0.69% | +0.55% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | -1.15% | |
| 46 | KLAC | Kla CORP | 股票-科技 | 0.41% | +0.28% | +9.37% | |
| 47 | HUBB | Hubbell INC | 股票-工业 | 0.41% | +0.13% | +0.88% | |
| 48 | DE | Deere & Co | 股票-工业 | 0.37% | +0.18% | -2.23% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.34% | — | — | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | +0.10% | -1.79% |