CIK: 0001634556
申报总市值
US$8.8亿
仅显示前 200 大持股（共 218 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 | LII | Lennox International INC | 股票-工业 | 8.41% | -1.80% | — | |
| 2 | 6D8 | Dupont De Nemours INC | 股票-其他 | 5.40% | — | +2.35% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.22% | -2.00% | +2.47% | |
| 4 | DOW | Dow INC | 股票-原材料 | 4.76% | +0.17% | +4.63% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.62% | -1.93% | +11.81% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | -0.66% | +0.36% | |
| 7 | CTVA | Corteva INC | 股票-原材料 | 3.15% | +0.05% | +0.87% | |
| 8 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.23% | — | +0.01% | |
| 9 | FAST | Fastenal Co | 股票-工业 | 2.08% | — | — | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 1.95% | — | +0.05% | |
| 11 | RMD | Resmed INC | 股票-医疗保健 | 1.65% | — | — | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.60% | — | — | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.58% | — | +5.95% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | — | -1.30% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.22% | — | — | |
| 16 | ZTS | Zoetis INC | 股票-医疗保健 | 1.17% | — | +0.55% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | -0.83% | +0.37% | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 0.98% | — | -0.01% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | — | -0.38% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.90% | — | +0.29% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 0.83% | — | +0.15% | |
| 22 | COF | Capital One Financial CORP | 股票-金融 | 0.82% | — | +0.07% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.82% | — | -0.95% | |
| 24 | WY | Weyerhaeuser Co | 股票-房地产 | 0.77% | — | — | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 0.76% | — | — | |
| 26 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.75% | — | — | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | -0.42% | — | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.71% | — | +0.10% | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 0.69% | — | — | |
| 30 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.69% | — | — | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.68% | — | — | |
| 32 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.68% | — | +0.18% | |
| 33 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.65% | — | — | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.63% | — | — | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | -0.77% | |
| 36 | FDX | Fedex CORP | 股票-工业 | 0.62% | — | — | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.61% | -0.62% | EXIT | |
| 38 | LIN | Linde plc | 股票-原材料 | 0.60% | — | — | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.60% | — | +13.12% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | — | — | |
| 41 | CUBE | Cubesmart | 股票-房地产 | 0.58% | — | -1.02% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.57% | -0.11% | EXIT | |
| 43 | VRSK | Verisk Analytics INC | 股票-工业 | 0.57% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | -8.16% | |
| 45 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.54% | — | +10.21% | |
| 46 | GMS1EUR | Gms INC | 股票-其他 | 0.51% | — | -0.82% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | — | -0.58% | |
| 48 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.48% | — | +0.45% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.11% | +12.27% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.20% | -17.65% |