CIK: 0001585822
申报总市值
US$4.4亿
仅显示前 200 大持股（共 323 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 | 6.07% | — | -23.48% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.15% | +0.10% | -22.08% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.34% | -0.32% | +5.88% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.83% | — | +57.74% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.28% | -0.28% | +19.70% | |
| 6 | T | At&t INC | 股票-通信服务 | 3.11% | — | +1.56% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.01% | — | -0.69% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 2.98% | — | -2.37% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.96% | — | -2.54% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.95% | — | +33.58% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.90% | — | +0.28% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.79% | — | -1.89% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 2.69% | +0.11% | -2.09% | |
| 14 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.62% | — | -2.12% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.61% | — | +0.96% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.53% | -0.36% | +8.34% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 2.51% | — | +1.37% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.18% | -0.10% | +9.14% | |
| 19 | XLB | Ss Materials Select Sector | ETF-其他 | 2.05% | — | -1.32% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 2.01% | +0.11% | +10.07% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.96% | -0.11% | -3.23% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.91% | +0.16% | -15.59% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.80% | — | -0.55% | |
| 24 | ✓ | Berkshire Hathaway Cl B | 股票-其他 | 1.77% | — | — | |
| 25 | AGNC | Agnc Investment CORP | 股票-房地产 | 1.63% | — | +3.06% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | +0.08% | -2.90% | |
| 27 | PTEN | Patterson-uti Energy INC | 股票-能源 | 1.11% | — | +26.68% | |
| 28 | CMI | Cummins INC | 股票-工业 | 1.08% | — | +1.87% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.87% | +10.54% | |
| 30 | HP | Helmerich & Payne | 股票-能源 | 0.97% | — | -0.41% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.89% | — | -3.88% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.09% | +0.10% | |
| 33 | EOG | Eog Resources INC | 股票-能源 | 0.87% | — | -1.78% | |
| 34 | VLO | Valero Energy CORP | 股票-能源 | 0.86% | — | -13.85% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.81% | — | +4593.38% | |
| 36 | KEY | Keycorp | 股票-金融 | 0.81% | — | -15.76% | |
| 37 | FITB | Fifth Third Bancorp | 股票-金融 | 0.80% | — | -7.86% | |
| 38 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.79% | — | +9.27% | |
| 39 | NBR | Nabors Industries Ltd. | 股票-其他 | 0.77% | — | +35.12% | |
| 40 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.76% | — | -9.74% | |
| 41 | BP | Bp Plc-spons Adr | 股票-能源 | 0.73% | +0.04% | +15.68% | |
| 42 | ROK | Rockwell Automation INC | 股票-工业 | 0.71% | — | +0.74% | |
| 43 | MGM | Mgm Resorts International | 股票-周期性消费 | 0.70% | — | +6.55% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.68% | -0.05% | +4.44% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +2.67% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.62% | -0.03% | +0.02% | |
| 47 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.57% | — | +1.72% | |
| 48 | HAL | Halliburton Co | 股票-能源 | 0.50% | — | +70.30% | |
| 49 | GS | Goldman Sachs Group INC | 股票-金融 | 0.39% | — | -24.65% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | — | +1.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +1.5% | +57.74% | 加仓 |
| 2 | PFE | Pfizer INC | +0.8% | +4593.38% | 加仓 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.8% | +33.58% | 加仓 |
| 4 | AMZN | Amazon.com INC | +0.7% | +19.70% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +8.34% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +9.14% | 加仓 |
| 7 | VUG | Vanguard Growth ETF | +0.2% | +10.07% | 加仓 |
| 8 | AAPL | Apple INC | +0.2% | +5.88% | 加仓 |
| 9 | RES | Rpc INC | +0.2% | +284.93% | 加仓 |
| 10 | HAL | Halliburton Co | +0.2% | +70.30% | 加仓 |
| 11 | ✓ | +0.2% | +417.59% | 加仓 | |
| 12 | AGNC | Agnc Investment CORP | +0.1% | +3.06% | 加仓 |
| 13 | MSFT | Microsoft CORP | +0.1% | +10.54% | 加仓 |
| 14 | MGM | Mgm Resorts International | +0.1% | +6.55% | 加仓 |
| 15 | VHT | Vanguard Health Care ETF | +0.1% | -2.54% | 减仓 |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +0.96% | 加仓 |
| 17 | BKNG | Booking Hldgs INC | +0.1% | +9.27% | 加仓 |
| 18 | BP | Bp Plc-spons Adr | +0.1% | +15.68% | 加仓 |
| 19 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | -0.69% | 减仓 |
| 20 | CMI | Cummins INC | +0.1% | +1.87% | 加仓 |
| 21 | IBB | Ishares Biotechnology ETF | +0.1% | -2.12% | 减仓 |
| 22 | XLI | Ss Industrial Select Sector | +0.1% | -1.89% | 减仓 |
| 23 | VTV | Vanguard Value ETF | 0% | +1.37% | 加仓 |
| 24 | ✓ | -0.1% | -43.76% | 减仓 | |
| 25 | MS | Morgan Stanley | -0.1% | -30.34% | 减仓 |
| 26 | HBAN | Huntington Bancshares INC | -0.1% | -9.74% | 减仓 |
| 27 | DOV | Dover CORP | -0.1% | -37.66% | 减仓 |
| 28 | EOG | Eog Resources INC | -0.1% | -1.78% | 减仓 |
| 29 | KEY | Keycorp | -0.1% | -15.76% | 减仓 |
| 30 | F | Ford Motor Co | -0.1% | -81.89% | 减仓 |
| 31 | IP | International Paper Co | -0.1% | -69.89% | 减仓 |
| 32 | VLO | Valero Energy CORP | -0.1% | -13.85% | 减仓 |
| 33 | USX1 | United States Steel CORP | -0.1% | -76.47% | 减仓 |
| 34 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | -0.1% | -76.04% | 减仓 |
| 35 | LYB | LyondellBasell Industries N.V. | -0.2% | -83.10% | 减仓 |
| 36 | ROP | Roper Technologies INC | -0.2% | -50.51% | 减仓 |
| 37 | SLV | Ishares Silver Trust | -0.2% | -98.74% | 减仓 |
| 38 | NBR | Nabors Industries Ltd. | -0.2% | +35.12% | 加仓 |
| 39 | GS | Goldman Sachs Group INC | -0.2% | -24.65% | 减仓 |
| 40 | HP | Helmerich & Payne | -0.2% | -0.41% | 减仓 |
| 41 | T | At&t INC | -0.3% | +1.56% | 加仓 |
| 42 | VZ | Verizon Communications INC | -0.3% | -2.09% | 减仓 |
| 43 | VCIT | Vanguard Int-term Corporate | -0.3% | -15.59% | 减仓 |
| 44 | BBTUSD | Bb&t CORP | -0.8% | -99.69% | 减仓 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -22.08% | 减仓 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -1.7% | -23.48% | 减仓 |
| 47 | ✓ | Berkshire Hathaway Cl B | — | NEW | 新建仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清仓 |
| 49 | BKR | Baker Hughes Company | — | EXIT | 清仓 |
| 50 | KWEB | Kranesh Csi China Internet | — | NEW | 新建仓 |