CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 247 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 | 6.01% | +0.24% | +8.04% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.49% | -0.36% | +3.95% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.35% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.12% | +0.36% | -1.56% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.54% | +0.20% | -0.70% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.47% | +0.04% | -5.52% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.32% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | — | +2.65% | |
| 9 | INTU | Intuit INC | 股票-科技 | 1.61% | -0.60% | EXIT | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 1.58% | +0.65% | +5.24% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.54% | -0.57% | +1.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.49% | +0.02% | +2.82% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | +0.04% | +4.27% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.36% | — | +1.89% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.36% | — | +3.88% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.35% | — | +2.09% | |
| 17 | CTAS | Cintas CORP | 股票-工业 | 1.33% | — | +2.43% | |
| 18 | SYK | Stryker CORP | 股票-医疗保健 | 1.29% | — | +3.78% | |
| 19 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.26% | — | +2.70% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.25% | — | -1.93% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.25% | -0.22% | +4.07% | |
| 22 | MCK | Mckesson CORP | 股票-医疗保健 | 1.22% | -0.35% | +3.18% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.21% | — | +6.12% | |
| 24 | GRMN | Garmin Ltd. | 股票-科技 | 1.19% | — | +3.48% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.19% | — | +3.12% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 1.16% | -0.36% | +3.11% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.14% | — | +2.64% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.14% | — | +3.84% | |
| 29 | EOG | Eog Resources INC | 股票-能源 | 1.13% | -0.22% | +3.98% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.13% | +0.05% | +1.94% | |
| 31 | DHR | Danaher CORP | 股票-医疗保健 | 1.09% | — | +5.37% | |
| 32 | PH | Parker Hannifin CORP | 股票-工业 | 1.09% | -0.05% | +3.54% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 1.09% | +0.01% | +3.39% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 1.07% | +0.34% | +5.16% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 1.05% | — | +3.22% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 1.03% | +0.03% | +3.62% | |
| 37 | MSI | Motorola Solutions INC | 股票-科技 | 1.00% | — | +4.20% | |
| 38 | SPGI | S&p Global INC | 股票-金融 | 0.99% | — | +7.43% | |
| 39 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.95% | +0.01% | -6.04% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.94% | — | +3.07% | |
| 41 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.93% | — | +3.33% | |
| 42 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.92% | — | -3.29% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.05% | -2.41% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | — | -1.06% | |
| 45 | CARR | Carrier Global CORP | 股票-工业 | 0.88% | +0.12% | +3.37% | |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.87% | +0.03% | +5.03% | |
| 47 | AMT | American Tower CORP | 股票-房地产 | 0.82% | — | -6.50% | |
| 48 | ROP | Roper Technologies INC | 股票-科技 | 0.81% | — | +3.58% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.79% | — | +3.31% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.75% | — | -37.95% |