CIK: 0001643792
申报总市值
US$138.2万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 76.23% | — | -0.15% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-其他 | 5.15% | — | — | |
| 3 | GLD | Spdr Gold Shares | ETF-避险与商品 | 4.63% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.33% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.27% | — | +86.25% | |
| 6 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.84% | — | — | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.79% | — | — | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.77% | — | — | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.50% | — | — | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.49% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +3.3% | NEW | 新建仓 |
| 2 | EL | Estee Lauder Companies-cl A | +1.8% | NEW | 新建仓 |
| 3 | GOOG | Alphabet Inc-cl C | +1.8% | NEW | 新建仓 |
| 4 | AMZN | Amazon.com INC | +1.8% | NEW | 新建仓 |
| 5 | ABBV | Abbvie INC | +1.5% | NEW | 新建仓 |
| 6 | AAPL | Apple INC | +1% | +86.25% | 加仓 |
| 7 | EEM | Ishares Msci Emerging Market | -0.2% | — | 不变 |
| 8 | GLD | Spdr Gold Shares | -0.5% | — | 不变 |
| 9 | OEF | Ishares S&p 100 ETF | -0.7% | — | 不变 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | -9.8% | -0.15% | 减仓 |