CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 281 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 | 5.97% | +0.24% | +4.09% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.71% | -0.36% | +4.65% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.84% | — | — | |
| 4 | SPGI | S&p Global INC | 股票-金融 | 3.08% | — | +0.25% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.53% | +0.36% | -1.19% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.29% | +0.04% | +3.01% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 2.24% | +0.20% | -2.92% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | — | +3.55% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | +0.04% | +0.48% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 1.54% | -0.36% | +0.43% | |
| 11 | GRMN | Garmin Ltd. | 股票-科技 | 1.54% | — | -0.20% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | -0.57% | +1.31% | |
| 13 | GEV | GE Vernova INC | 股票-工业 | 1.45% | +0.49% | -2.05% | |
| 14 | MCK | Mckesson CORP | 股票-医疗保健 | 1.43% | -0.35% | -0.88% | |
| 15 | CTAS | Cintas CORP | 股票-工业 | 1.40% | — | +0.21% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.37% | — | +0.22% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | +0.02% | -0.47% | |
| 18 | SYK | Stryker CORP | 股票-医疗保健 | 1.32% | — | +1.32% | |
| 19 | INTU | Intuit INC | 股票-科技 | 1.32% | -0.60% | EXIT | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.30% | — | -0.84% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.22% | — | +1.49% | |
| 22 | ALL | Allstate CORP | 股票-金融 | 1.22% | +0.03% | -1.02% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 1.18% | — | +0.76% | |
| 24 | PH | Parker Hannifin CORP | 股票-工业 | 1.17% | -0.05% | +0.15% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.16% | -0.22% | +1.74% | |
| 26 | MSI | Motorola Solutions INC | 股票-科技 | 1.14% | — | +0.25% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.13% | — | +3.45% | |
| 28 | ASML | ASML Holding N.V. | 股票-科技 | 1.12% | +0.65% | +0.45% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | +0.05% | +6.02% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.06% | — | +0.93% | |
| 31 | EOG | Eog Resources INC | 股票-能源 | 1.04% | -0.22% | +2.29% | |
| 32 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.02% | — | +0.42% | |
| 33 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.98% | +0.07% | +1.10% | |
| 34 | LIN | Linde plc | 股票-原材料 | 0.98% | — | +1.89% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.97% | +0.34% | +3.50% | |
| 36 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.97% | +0.01% | +2.29% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | — | +0.27% | |
| 38 | CAT | Caterpillar INC | 股票-工业 | 0.94% | +0.53% | +3.01% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.94% | — | +3.10% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.92% | +0.03% | -1.77% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | +0.13% | +6.43% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.91% | +0.01% | +0.94% | |
| 43 | BX | Blackstone INC | 股票-金融 | 0.91% | — | +10.63% | |
| 44 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.90% | — | +1.22% | |
| 45 | DHR | Danaher CORP | 股票-医疗保健 | 0.89% | — | +4.25% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.88% | +0.05% | -1.44% | |
| 47 | TRGP | Targa Resources CORP | 股票-能源 | 0.80% | — | +6.51% | |
| 48 | CARR | Carrier Global CORP | 股票-工业 | 0.79% | +0.12% | +0.51% | |
| 49 | ZTS | Zoetis INC | 股票-医疗保健 | 0.79% | — | -6.20% | |
| 50 | ROP | Roper Technologies INC | 股票-科技 | 0.76% | — | +0.82% |