CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 211 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 | 6.04% | +0.24% | +2.50% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.52% | -0.36% | +3.07% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.63% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.13% | +0.36% | +1.64% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.58% | +0.04% | -0.90% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | — | -0.29% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.71% | — | +2.83% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.62% | +0.02% | -1.42% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | -0.57% | +124.18% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.54% | +0.20% | +1.38% | |
| 11 | NEE | Nextera Energy INC | 股票-公用事业 | 1.49% | — | +3.75% | |
| 12 | DHR | Danaher CORP | 股票-医疗保健 | 1.44% | — | +5.92% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | — | -0.39% | |
| 14 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.39% | — | +5.50% | |
| 15 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.37% | -0.29% | +0.76% | |
| 16 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.36% | — | +4.46% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 1.36% | — | -39.11% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.36% | -0.22% | +3.34% | |
| 19 | EOG | Eog Resources INC | 股票-能源 | 1.36% | -0.22% | +6.68% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.35% | — | +3.72% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 1.33% | — | +4.93% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.33% | — | +4.73% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.33% | +0.05% | +2.20% | |
| 24 | WM | Waste Management INC | 股票-工业 | 1.33% | — | +3.31% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | +0.04% | +1.29% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.28% | — | +0.16% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.27% | — | -5.82% | |
| 28 | INTU | Intuit INC | 股票-科技 | 1.24% | -0.60% | EXIT | |
| 29 | BX | Blackstone INC | 股票-金融 | 1.22% | — | +5.90% | |
| 30 | AMT | American Tower CORP | 股票-房地产 | 1.22% | — | +5.77% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.22% | — | +0.16% | |
| 32 | TXN | Texas Instruments INC | 股票-科技 | 1.22% | +0.34% | +3.67% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | — | +2.40% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 1.17% | +0.01% | +6.75% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 1.14% | -0.36% | +5.20% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 1.12% | — | +5.85% | |
| 37 | MCK | Mckesson CORP | 股票-医疗保健 | 1.11% | -0.35% | — | |
| 38 | ALL | Allstate CORP | 股票-金融 | 1.10% | +0.03% | +7.69% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.10% | +0.68% | +9.29% | |
| 40 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.09% | — | +7.19% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.01% | +5.03% | |
| 42 | GRMN | Garmin Ltd. | 股票-科技 | 1.06% | — | +11.18% | |
| 43 | CTAS | Cintas CORP | 股票-工业 | 1.05% | — | +7.29% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 1.04% | — | +7.05% | |
| 45 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.03% | -0.11% | -44.54% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.02% | — | +1.09% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.01% | — | — | |
| 48 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.98% | — | +9.22% | |
| 49 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.91% | — | -2.58% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.89% | — | -0.25% |