CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 206 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 | 4.72% | — | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.93% | — | +2.60% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.88% | +0.36% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.67% | +0.02% | +1.56% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.46% | +0.24% | +1.10% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.40% | — | +2.47% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.72% | +0.04% | +0.94% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.55% | — | +2.29% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.42% | — | +0.32% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.36% | +27.77% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | — | -0.47% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.30% | — | -0.47% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.23% | — | +0.94% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.01% | +0.46% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 1.22% | — | +1.17% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | — | +2.27% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.21% | — | +2.50% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.16% | -0.22% | +0.95% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.16% | — | +1.98% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.15% | — | +3.37% | |
| 21 | TXN | Texas Instruments INC | 股票-科技 | 1.14% | +0.34% | +0.93% | |
| 22 | MO | Altria Group INC | 股票-非周期性消费 | 1.12% | — | -0.03% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.04% | +0.39% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 1.09% | — | -2.36% | |
| 25 | MMM | 3m Co | 股票-工业 | 1.09% | — | +0.07% | |
| 26 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.05% | — | +1.84% | |
| 27 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.05% | — | +0.95% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 1.05% | -0.36% | +1.20% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 1.05% | — | +1.48% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.03% | — | +1.11% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | — | +1.32% | |
| 32 | CTRA | Coterra Energy INC | 股票-能源 | 1.02% | -0.25% | EXIT | |
| 33 | HON | Honeywell International INC | 股票-工业 | 1.01% | — | +1.49% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 1.01% | +0.01% | +0.37% | |
| 35 | GS | Goldman Sachs Group INC | 股票-金融 | 1.00% | +0.07% | +0.97% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.00% | — | +1.00% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.99% | — | -1.44% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.57% | -13.49% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.93% | — | -20.31% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.92% | +0.20% | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.92% | +0.03% | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.92% | — | -0.70% | |
| 43 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 0.92% | — | +2.46% | |
| 44 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 0.91% | — | — | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.90% | — | +1.76% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.90% | — | +2.17% | |
| 47 | RTN1USD | Raytheon Company | 股票-其他 | 0.88% | — | +2.25% | |
| 48 | GRMN | Garmin Ltd. | 股票-科技 | 0.87% | — | +1.53% | |
| 49 | STT | State Street CORP | 股票-金融 | 0.85% | — | +1.99% | |
| 50 | EQIX | Equinix INC | 股票-房地产 | 0.80% | — | — |