CIK: 0001390003
申报总市值
US$9.1亿
仅显示前 200 大持股（共 217 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 13.66% | +0.87% | -2.22% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 13.08% | +0.17% | -2.11% | |
| 3 | CNX | Cnx Resources CORP | 股票-能源 | 8.44% | +1.75% | -0.06% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.99% | +0.41% | -2.14% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.88% | +0.54% | +0.48% | |
| 6 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 2.84% | -2.84% | EXIT | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.68% | +0.23% | +0.03% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.15% | +0.55% | -0.39% | |
| 9 | DRLL | Strive US Energy ETF | ETF-其他 | 2.09% | -2.09% | EXIT | |
| 10 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 1.96% | -1.96% | EXIT | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.78% | -1.57% | +27.39% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.14% | -5.84% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.45% | — | -3.91% | |
| 14 | AFL | Aflac INC | 股票-金融 | 1.41% | — | +0.00% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.32% | +0.74% | +13.84% | |
| 16 | FLO | Flowers Foods INC | 股票-非周期性消费 | 1.30% | -0.06% | -8.88% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.20% | +0.46% | +0.00% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.60% | +6.33% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.98% | -0.98% | EXIT | |
| 20 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.92% | -0.69% | +14.66% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.33% | -4.04% | |
| 22 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.89% | +0.23% | +0.03% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.73% | — | +34.13% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | -12.66% | |
| 25 | PLTM | Graniteshares Platinum Trust | ETF-其他 | 0.67% | -0.67% | EXIT | |
| 26 | PPLT | Abrdn Physical Platinum Shrs | ETF-避险与商品 | 0.67% | -0.67% | EXIT | |
| 27 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.64% | +0.36% | -0.89% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | -9.90% | |
| 29 | SGI | Somnigroup International INC | 股票-周期性消费 | 0.59% | -0.05% | -0.14% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.59% | — | +5.56% | |
| 31 | VIK | Viking Holdings Ltd | 股票-周期性消费 | 0.56% | -0.02% | -0.14% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | -0.33% | +3.36% | |
| 33 | MKL | Markel Group INC | 股票-金融 | 0.52% | +0.01% | -0.16% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.51% | -0.10% | +37.52% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.50% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | -7.11% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | -10.30% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | +0.34% | -0.40% | |
| 39 | ITT | Itt INC | 股票-工业 | 0.46% | — | -0.13% | |
| 40 | LYV | Live Nation Entertainment In | 股票-通信服务 | 0.45% | — | +16.43% | |
| 41 | WAB | Wabtec CORP | 股票-工业 | 0.45% | — | -0.14% | |
| 42 | MLM | Martin Marietta Materials | 股票-原材料 | 0.44% | — | +6.03% | |
| 43 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.39% | — | +17.66% | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.38% | — | +5.04% | |
| 45 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.38% | +0.28% | +1.00% | |
| 46 | TRMB | Trimble INC | 股票-科技 | 0.37% | -0.08% | -0.16% | |
| 47 | BRO | Brown & Brown INC | 股票-金融 | 0.37% | — | +29.14% | |
| 48 | STE | STERIS plc | 股票-医疗保健 | 0.36% | — | -0.28% | |
| 49 | LH | Labcorp Holdings INC | 股票-医疗保健 | 0.35% | — | +21.43% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.34% | — | — |