CIK: 0001633896
申报总市值
US$1.1亿
仅显示前 200 大持股（共 276 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 | ✓ | Edwards Lifesciences Corp | 股票-其他 | 9.29% | — | +71.38% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.63% | -1.53% | -0.72% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.84% | — | +15.61% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.74% | — | — | |
| 5 | ✓ | Cara Therapeutics INC | 股票-其他 | 3.45% | — | +20.80% | |
| 6 | VZ | Verizon Communications INC | 股票-通信服务 | 3.29% | — | +156.78% | |
| 7 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 3.04% | — | +247.11% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.77% | — | +1.19% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.26% | -0.06% | +65.28% | |
| 10 | UPS | United Parcel Service, Inc. | 股票-工业 | 2.26% | — | — | |
| 11 | DE | Deere & Co | 股票-工业 | 2.23% | — | +737.12% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.08% | — | +1455.11% | |
| 13 | MO | Altria Group INC | 股票-非周期性消费 | 2.04% | — | -8.29% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.03% | — | -1.80% | |
| 15 | CELG | Celgene CORP | 股票-其他 | 1.85% | — | -1.35% | |
| 16 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.72% | — | +119.94% | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.71% | — | -2.62% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.66% | — | +759.21% | |
| 19 | ABR | Arbor Realty Trust INC | 股票-房地产 | 1.62% | — | +988.42% | |
| 20 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.57% | — | -3.94% | |
| 21 | FCX | Freeport-mcmoran INC | 股票-原材料 | 1.55% | — | +1562.85% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 1.51% | +0.05% | -7.56% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.45% | — | +373.29% | |
| 24 | SO | Southern Co/the | 股票-公用事业 | 1.45% | — | +804.44% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | -0.28% | -4.03% | |
| 26 | AVGO | Broadcom Inc. | 股票-科技 | 1.33% | — | +20550.00% | |
| 27 | UTXZ | United Tech CORP | 股票-其他 | 1.31% | — | -3.01% | |
| 28 | PLD | Prologis INC | 股票-房地产 | 1.29% | — | — | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.22% | — | — | |
| 30 | CRM | Salesforce INC | 股票-科技 | 1.17% | -0.07% | +0.44% | |
| 31 | T | At&t INC | 股票-通信服务 | 1.16% | — | +1633.56% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | +0.42% | -3.15% | |
| 33 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.98% | — | -2.00% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.96% | — | -4.71% | |
| 35 | PGR | Progressive CORP | 股票-金融 | 0.94% | — | -19.98% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.72% | -0.09% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | +0.39% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.22% | -4.17% | |
| 39 | EPD | Enterprise Products Partners | 股票-能源 | 0.64% | +0.10% | -5.73% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | — | +1.17% | |
| 41 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.58% | — | — | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.49% | — | -20.29% | |
| 43 | RP | Realpage INC | 股票-其他 | 0.48% | — | — | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | -0.12% | -69.42% | |
| 45 | MMM | 3m Co | 股票-工业 | 0.44% | — | +0.57% | |
| 46 | SM | Sm Energy Co | 股票-能源 | 0.42% | — | — | |
| 47 | ABX | Barrick Gold CORP | 股票-金融 | 0.41% | — | -0.80% | |
| 48 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.41% | — | — | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.41% | — | -13.25% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.40% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Edwards Lifesciences Corp | +3% | +71.38% | 加仓 |
| 2 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | +2% | +247.11% | 加仓 |
| 3 | AMLPUSD | Alerian Mlp ETF | +1.9% | +1455.11% | 加仓 |
| 4 | DE | Deere & Co | +1.9% | +737.12% | 加仓 |
| 5 | VZ | Verizon Communications INC | +1.5% | +156.78% | 加仓 |
| 6 | ABR | Arbor Realty Trust INC | +1.5% | +988.42% | 加仓 |
| 7 | FCX | Freeport-mcmoran INC | +1.4% | +1562.85% | 加仓 |
| 8 | MCD | Mcdonald's CORP | +1.4% | +759.21% | 加仓 |
| 9 | AVGO | Broadcom Inc. | +1.3% | +20550.00% | 加仓 |
| 10 | SO | Southern Co/the | +1.3% | +804.44% | 加仓 |
| 11 | CMCSA | Comcast Corp-class A | +1.1% | +373.29% | 加仓 |
| 12 | T | At&t INC | +1.1% | +1633.56% | 加仓 |
| 13 | ✓ | Cara Therapeutics INC | +0.7% | +20.80% | 加仓 |
| 14 | NKE | Nike INC -cl B | +0.7% | +119.94% | 加仓 |
| 15 | AMZN | Amazon.com INC | +0.6% | +65.28% | 加仓 |
| 16 | VGZ | Vista Gold CORP | +0.2% | +6077.93% | 加仓 |
| 17 | ET | Energy Transfer LP | +0.1% | +100.00% | 加仓 |
| 18 | CVX | Chevron CORP | +0.1% | +83.30% | 加仓 |
| 19 | CELG | Celgene CORP | 0% | -1.35% | 减仓 |
| 20 | PM | Philip Morris International | -0.3% | -7.56% | 减仓 |
| 21 | CRM | Salesforce INC | -0.3% | +0.44% | 加仓 |
| 22 | META | Meta Platforms Inc-class A | -0.3% | -83.62% | 减仓 |
| 23 | UTXZ | United Tech CORP | -0.3% | -3.01% | 减仓 |
| 24 | V | Visa Inc-class A Shares | -0.4% | -4.03% | 减仓 |
| 25 | ADM | Archer-daniels-midland Co | -0.5% | -98.96% | 减仓 |
| 26 | XLV | Ss Health Care Select Sector | -0.7% | +15.61% | 加仓 |
| 27 | XLB | Ss Materials Select Sector | -0.9% | -81.11% | 减仓 |
| 28 | INTC | Intel CORP | -0.9% | -98.73% | 减仓 |
| 29 | PFF | Ishares Preferred & Income S | -0.9% | +1.19% | 加仓 |
| 30 | NVDA | Nvidia CORP | -1.2% | -69.42% | 减仓 |
| 31 | AAPL | Apple INC | -1.6% | -0.72% | 减仓 |
| 32 | XLF | Ss Financial Select Sector | -1.9% | -94.72% | 减仓 |
| 33 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新建仓 |
| 34 | UPS | United Parcel Service, Inc. | — | NEW | 新建仓 |
| 35 | XLK | Ss Technology Select Sector | — | EXIT | 清仓 |
| 36 | PLD | Prologis INC | — | NEW | 新建仓 |
| 37 | IWV | Ishares Russell 3000 ETF | — | NEW | 新建仓 |
| 38 | ARI | Apollo Commercial Real Estat | — | EXIT | 清仓 |
| 39 | AMED | Amedisys INC | — | EXIT | 清仓 |
| 40 | KBE | Ss Spdr S&p Bank ETF | — | EXIT | 清仓 |
| 41 | RP | Realpage INC | — | NEW | 新建仓 |
| 42 | PGTIUSD | Pgt Innovations INC | — | EXIT | 清仓 |
| 43 | XLY | Ss Consumer Disc Select Sect | — | EXIT | 清仓 |
| 44 | HACKUSD | Etfmg Prime Cyber Security E | — | NEW | 新建仓 |
| 45 | ✓ | Workday INC | — | NEW | 新建仓 |
| 46 | CAT | Caterpillar INC | — | EXIT | 清仓 |
| 47 | ✓ | Direxion Shs ETF Tr | — | EXIT | 清仓 |
| 48 | VEEV | Veeva Systems Inc-class A | — | NEW | 新建仓 |
| 49 | EC | Ecopetrol Sa-sponsored Adr | — | EXIT | 清仓 |
| 50 | TX | Ternium Sa-sponsored Adr | — | EXIT | 清仓 |