CIK: 0001721242
申报总市值
US$27.4亿
仅显示前 200 大持股（共 670 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 | AAPL | Apple INC | 股票-科技 | 6.07% | -0.07% | +208.46% | |
| 2 | ✓ | Day Hagen/ned Davis | 股票-其他 | 2.67% | — | -24.29% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.27% | -0.41% | +9.24% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.07% | +0.16% | +32.13% | |
| 5 | ✓ | Day Hagen/ned Davis | 股票-其他 | 1.85% | — | -54.84% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.84% | — | +8.28% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.33% | — | -0.26% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.32% | -0.16% | +144.34% | |
| 9 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 1.20% | — | +2062.70% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.11% | — | -9.15% | |
| 11 | BMI | Badger Meter INC | 股票-科技 | 1.11% | -0.13% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.99% | — | +147.89% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.17% | +11.05% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +34.21% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.91% | — | -2.84% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.89% | — | -7.75% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.85% | — | -11.90% | |
| 18 | ✓ | Accelerate Diagnostics Inc | 股票-其他 | 0.82% | — | -0.02% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | — | -5.15% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.82% | — | +13.92% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.76% | -0.17% | -0.17% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.76% | — | -8.76% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.74% | — | +17.76% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.72% | +0.15% | +3.67% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.70% | — | -6.63% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | — | +140.26% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | -10.20% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.60% | — | — | |
| 29 | ECC | Eagle Point Credit Co | 股票-其他 | 0.59% | — | — | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.58% | — | +0.18% | |
| 31 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.57% | — | +1519.00% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.53% | — | +27.73% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.53% | — | +40.88% | |
| 34 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.51% | — | +141.55% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.50% | — | +472.26% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | -9.39% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.49% | — | -5.94% | |
| 38 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.45% | — | -12.73% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.13% | +2.55% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | — | +2.60% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | -0.12% | -3.71% | |
| 42 | XIGDX | Voya Glbl Eqty Dvd & Prm Opp | 股票-其他 | 0.43% | — | — | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.42% | — | +3.95% | |
| 44 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.41% | — | — | |
| 45 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.41% | — | +481.03% | |
| 46 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.40% | — | — | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | -11.21% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +19.30% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.39% | — | -14.98% | |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.39% | — | -7.88% |