CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 250 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 | 5.77% | +0.24% | +6.47% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.60% | -0.36% | +9.63% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.82% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.23% | +0.36% | -4.40% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.70% | +0.04% | +1.41% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 1.94% | — | +11.25% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | — | +3.46% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.60% | +0.20% | +3.96% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | +0.02% | -7.61% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.51% | -0.11% | +72.93% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.34% | — | +4.65% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.33% | +0.05% | +0.93% | |
| 13 | ACN | Accenture plc | 股票-科技 | 1.33% | — | +4.48% | |
| 14 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.31% | -0.29% | +2.70% | |
| 15 | BX | Blackstone INC | 股票-金融 | 1.30% | — | +6.35% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 1.28% | — | +6.53% | |
| 17 | NEE | Nextera Energy INC | 股票-公用事业 | 1.27% | — | +8.28% | |
| 18 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.17% | — | +6.68% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | +0.04% | +7.54% | |
| 20 | INTU | Intuit INC | 股票-科技 | 1.16% | -0.60% | EXIT | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | — | +6.94% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.15% | — | +6.72% | |
| 23 | TXN | Texas Instruments INC | 股票-科技 | 1.14% | +0.34% | +6.94% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.14% | +0.01% | +5.94% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.13% | — | +6.14% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.12% | — | +0.66% | |
| 27 | EOG | Eog Resources INC | 股票-能源 | 1.11% | -0.22% | -21.21% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.10% | — | -22.48% | |
| 29 | WM | Waste Management INC | 股票-工业 | 1.08% | — | +939.65% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 1.07% | -0.36% | +8.17% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | -0.22% | +6.57% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 1.07% | — | +8.05% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 1.06% | — | +8.44% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.04% | +0.68% | +9.94% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 1.02% | — | +6.98% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.01% | +8.18% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | — | +6.53% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.96% | — | +12.38% | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.95% | — | +9.51% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.94% | — | +4.71% | |
| 41 | GRMN | Garmin Ltd. | 股票-科技 | 0.94% | — | +11.79% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.92% | — | +11.10% | |
| 43 | ALL | Allstate CORP | 股票-金融 | 0.91% | +0.03% | +10.33% | |
| 44 | CTAS | Cintas CORP | 股票-工业 | 0.90% | — | +9.79% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.87% | — | -0.23% | |
| 46 | EQIX | Equinix INC | 股票-房地产 | 0.87% | — | +12.27% | |
| 47 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.86% | — | +5.64% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.86% | — | +1.40% | |
| 49 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.86% | — | +14.37% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.83% | — | — |