CIK: 0001575581
申报总市值
US$19.3亿
仅显示前 200 大持股（共 283 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 | 6.34% | +0.24% | +1.07% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.84% | -0.36% | +1.89% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.66% | +0.20% | -2.27% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.80% | +0.36% | -2.36% | |
| 5 | SPGI | S&p Global INC | 股票-金融 | 2.58% | — | -0.30% | |
| 6 | GEV | GE Vernova INC | 股票-工业 | 2.46% | +0.49% | -1.35% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.30% | +0.04% | -0.34% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | — | -0.14% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.90% | — | -4.55% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | +0.05% | -0.16% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.56% | -0.36% | -0.50% | |
| 12 | GRMN | Garmin Ltd. | 股票-科技 | 1.53% | — | -0.48% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.49% | +0.65% | +0.85% | |
| 14 | MCK | Mckesson CORP | 股票-医疗保健 | 1.42% | -0.35% | +0.04% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.41% | -0.57% | -0.55% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.39% | +0.13% | +1097.31% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | +0.02% | -1.54% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.34% | +0.13% | +0.70% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.04% | -1.37% | |
| 20 | APO | Apollo Global Management INC | 股票-金融 | 1.29% | — | +0.91% | |
| 21 | INTU | Intuit INC | 股票-科技 | 1.28% | -0.60% | EXIT | |
| 22 | PH | Parker Hannifin CORP | 股票-工业 | 1.28% | -0.05% | +0.43% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 1.21% | +0.53% | -0.20% | |
| 24 | CTAS | Cintas CORP | 股票-工业 | 1.20% | — | -0.37% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.16% | — | -0.11% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.16% | — | +0.11% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 1.16% | — | -0.10% | |
| 28 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | +0.28% | +0.31% | |
| 29 | ALL | Allstate CORP | 股票-金融 | 1.11% | +0.03% | +0.37% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | — | +0.59% | |
| 31 | MSI | Motorola Solutions INC | 股票-科技 | 1.06% | — | +0.91% | |
| 32 | USMC | Principal US Mega-cap ETF | ETF-其他 | 1.05% | +0.07% | -0.05% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | — | +0.58% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.02% | +0.03% | -1.35% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.00% | -0.22% | +0.72% | |
| 36 | GS | Goldman Sachs Group INC | 股票-金融 | 0.96% | +0.07% | +0.12% | |
| 37 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.95% | — | +1.19% | |
| 38 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.94% | — | +1.20% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.94% | — | +1.32% | |
| 40 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.93% | +0.01% | -0.11% | |
| 41 | LIN | Linde plc | 股票-原材料 | 0.89% | — | +0.92% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.88% | +0.34% | +0.21% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.83% | +0.01% | +1.09% | |
| 44 | EOG | Eog Resources INC | 股票-能源 | 0.83% | -0.22% | +0.47% | |
| 45 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.81% | — | +0.57% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.79% | +0.05% | -16.20% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | +0.03% | +0.08% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.72% | — | +0.49% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.68% | — | +2.09% | |
| 50 | CARR | Carrier Global CORP | 股票-工业 | 0.67% | +0.12% | +1.14% |