CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 201 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 | 4.27% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.84% | -0.36% | +15.70% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.77% | +0.24% | +19.85% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.31% | +0.36% | +7.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.98% | +0.02% | +2.60% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.61% | — | +8.82% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.55% | — | +17.96% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.53% | — | -0.10% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.80% | — | +7.93% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | — | +1.72% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.47% | +0.04% | -18.37% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.42% | -0.22% | +1.41% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.42% | — | +1.85% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 1.41% | — | -3.01% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.37% | — | -0.51% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.04% | +1.69% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.32% | — | +1.68% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.31% | -0.36% | +2.53% | |
| 19 | TXN | Texas Instruments INC | 股票-科技 | 1.27% | +0.34% | +2.07% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.01% | +1.73% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | — | +1.11% | |
| 22 | AMT | American Tower CORP | 股票-房地产 | 1.16% | — | +2.06% | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.15% | — | +2.08% | |
| 24 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.13% | — | +2.62% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.11% | — | +2.13% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.11% | — | +1.97% | |
| 27 | GRMN | Garmin Ltd. | 股票-科技 | 1.10% | — | +2.58% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 1.07% | +0.20% | +2.43% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 1.06% | +0.01% | +2.15% | |
| 30 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.03% | — | — | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 1.01% | — | +2.79% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.99% | — | +2.83% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.99% | — | +2.30% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.98% | — | +3.31% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 0.98% | — | +2.29% | |
| 36 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.97% | — | +2.44% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.96% | — | +6.73% | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.95% | — | +3.08% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.95% | +0.68% | +3.44% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 0.92% | +0.03% | +2.94% | |
| 41 | EQIX | Equinix INC | 股票-房地产 | 0.91% | — | +2.91% | |
| 42 | EPD | Enterprise Products Partners | 股票-能源 | 0.88% | — | -1.93% | |
| 43 | CNP | Centerpoint Energy INC | 股票-公用事业 | 0.88% | — | +3.30% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.88% | — | +4.58% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.85% | +0.03% | — | |
| 46 | COP | Conocophillips | 股票-能源 | 0.83% | — | +2.92% | |
| 47 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.82% | — | +9.46% | |
| 48 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.79% | — | +3.62% | |
| 49 | GS | Goldman Sachs Group INC | 股票-金融 | 0.79% | +0.07% | +3.67% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.78% | — | +1.75% |