CIK: 0001642160
申报总市值
US$7.4亿
仅显示前 200 大持股（共 425 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 | EMLP | First Trust North American E | ETF-其他 | 19.95% | — | -34.42% | |
| 2 | SNA | Snap-on INC | 股票-工业 | 13.72% | +0.29% | — | |
| 3 | UBS | UBS Group AG | 股票-金融 | 12.49% | — | +379.15% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 10.26% | -0.10% | -5.71% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.40% | — | +1.37% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.06% | — | -41.57% | |
| 7 | RY | Royal Bank Of Canada | 股票-金融 | 1.71% | — | — | |
| 8 | VNO | Vornado Realty Trust | 股票-房地产 | 1.50% | — | — | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | — | -22.24% | |
| 10 | GD | General Dynamics CORP | 股票-工业 | 1.33% | — | — | |
| 11 | EGBN | Eagle Bancorp INC | 股票-其他 | 1.15% | — | +3.06% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.12% | — | +0.95% | |
| 13 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.10% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | — | +6.69% | |
| 15 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.05% | — | — | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.00% | — | -44.03% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | — | -4.12% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 0.64% | — | +950.55% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | — | +0.38% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | — | — | |
| 21 | PH | Parker Hannifin CORP | 股票-工业 | 0.58% | — | — | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | — | — | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.44% | — | — | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.44% | — | +0.08% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | — | |
| 26 | PANW | Palo Alto Networks INC | 股票-科技 | 0.40% | — | +8.33% | |
| 27 | T | At&t INC | 股票-通信服务 | 0.35% | — | +155.31% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.35% | — | -3.73% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.34% | — | +0.04% | |
| 30 | SLB | Slb LTD | 股票-能源 | 0.33% | — | — | |
| 31 | PACWUSD | Pacwest Bancorp | 股票-其他 | 0.32% | — | -15.61% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.31% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | — | +0.34% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.30% | — | — | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | — | +0.55% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.28% | — | — | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.26% | — | — | |
| 38 | EOG | Eog Resources INC | 股票-能源 | 0.26% | — | — | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.26% | — | — | |
| 40 | ✓ | Istar INC | 股票-其他 | 0.26% | — | +16.22% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.26% | — | — | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.25% | — | — | |
| 43 | CELG | Celgene CORP | 股票-其他 | 0.25% | — | -23.68% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.25% | — | — | |
| 45 | BEATEUR | Biotelemetry INC | 股票-其他 | 0.24% | — | — | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.24% | — | — | |
| 47 | YUSD | Alleghany CORP | 股票-其他 | 0.24% | — | — | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.24% | — | +132.07% | |
| 49 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.23% | — | — | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.22% | — | +0.35% |