CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 218 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.79% | +0.24% | +1.35% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.67% | -0.36% | -1.99% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.67% | +0.36% | -2.67% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.58% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.24% | +0.04% | +1.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.84% | +0.02% | -0.38% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.68% | +0.05% | +1.53% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | — | +1.69% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.61% | -0.29% | +3.41% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.38% | +0.20% | +1.38% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 1.33% | — | +55.96% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.32% | — | +3.50% | |
| 13 | TXN | Texas Instruments INC | 股票-科技 | 1.32% | +0.34% | +1.10% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.32% | — | +0.64% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.31% | +0.68% | -1.33% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.28% | -0.11% | +39.04% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.01% | +1.54% | |
| 18 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.22% | — | +4.46% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | +0.04% | +4.47% | |
| 20 | NEE | Nextera Energy INC | 股票-公用事业 | 1.20% | — | +3.66% | |
| 21 | HON | Honeywell International INC | 股票-工业 | 1.18% | — | +1.84% | |
| 22 | GRMN | Garmin Ltd. | 股票-科技 | 1.18% | — | +0.66% | |
| 23 | SYY | Sysco CORP | 股票-非周期性消费 | 1.17% | — | +0.95% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.16% | — | -12.99% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 1.15% | — | +2.96% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | — | +3.10% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.12% | — | -4.94% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.11% | — | +2.73% | |
| 29 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.11% | — | +1.78% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 1.09% | — | +2.81% | |
| 31 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.09% | — | -0.77% | |
| 32 | INTU | Intuit INC | 股票-科技 | 1.08% | -0.60% | EXIT | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.08% | — | +1.77% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | -0.22% | +4.17% | |
| 35 | EOG | Eog Resources INC | 股票-能源 | 1.06% | -0.22% | — | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 1.06% | -0.36% | +1.78% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 1.01% | +0.01% | +2.50% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.99% | — | -0.30% | |
| 39 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.99% | — | +3.77% | |
| 40 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.99% | — | +3.91% | |
| 41 | MAIN | Main Street Capital CORP | 股票-金融 | 0.98% | — | +3.21% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.95% | — | +11.31% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | +0.03% | +1.13% | |
| 44 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.95% | — | +0.73% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | — | +2.61% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.92% | — | +3.75% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.84% | — | +4.06% | |
| 48 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.84% | — | +0.45% | |
| 49 | EQIX | Equinix INC | 股票-房地产 | 0.84% | — | +4.78% | |
| 50 | ALL | Allstate CORP | 股票-金融 | 0.83% | +0.03% | +3.71% |