CIK: 0001986196
申報總市值
US$1.2億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 16.57% | -2.21% | — | |
| 2 | CDW | Cdw Corp/de | 股票-科技 | 13.10% | -6.87% | EXIT | |
| 3 | SHW | Sherwin-williams Co/the | 股票-原物料 | 11.55% | +0.24% | — | |
| 4 | FERG | Ferguson Enterprises Inc. | 股票-工業 | 11.47% | — | — | |
| 5 | SPGI | S&p Global INC | 股票-金融 | 11.31% | -1.91% | — | |
| 6 | DHR | Danaher CORP | 股票-醫療保健 | 9.38% | — | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.77% | -1.01% | — | |
| 8 | NOW | Servicenow INC | 股票-科技 | 6.55% | -1.72% | — | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.57% | -1.64% | — | |
| 10 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 5.36% | — | — | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.36% | — | — |