CIK: 0001689144
申报总市值
US$2.6亿
仅显示前 200 大持股（共 288 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 | WTBA | West Bancorporation | 股票-其他 | 8.96% | — | -11.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.44% | -4.85% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.98% | — | -6.07% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | -0.54% | -23.25% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.54% | -0.21% | -2.69% | |
| 6 | TGT | Target CORP | 股票-周期性消费 | 1.41% | — | -2.98% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.40% | — | — | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 1.35% | — | -0.69% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.34% | +0.08% | -2.74% | |
| 10 | PYPL | Paypal Holdings INC | 股票-金融 | 1.31% | — | -16.47% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.29% | -0.39% | +1.36% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | — | -5.01% | |
| 13 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.24% | — | +0.73% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.19% | — | +0.54% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.17% | — | -10.10% | |
| 16 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.16% | — | +178.73% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.16% | — | — | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.15% | +0.10% | -2.96% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | — | -2.04% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | — | -3.53% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.05% | — | -6.72% | |
| 22 | ILMN | Illumina INC | 股票-医疗保健 | 1.03% | — | -1.17% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 1.03% | — | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.02% | — | +0.94% | |
| 25 | LHX | L3harris Technologies INC | 股票-工业 | 1.01% | — | +0.60% | |
| 26 | NSIT | Insight Enterprises INC | 股票-科技 | 1.00% | — | +1.70% | |
| 27 | QRVO | Qorvo INC | 股票-科技 | 0.97% | — | +2.73% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | -2.33% | |
| 29 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.95% | — | -3.99% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.95% | — | -9.31% | |
| 31 | DHR | Danaher CORP | 股票-医疗保健 | 0.93% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.93% | — | -0.18% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.92% | — | -27.43% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.91% | — | -0.20% | |
| 35 | WDAY | Workday Inc-class A | 股票-科技 | 0.89% | — | -4.51% | |
| 36 | RPM | Rpm International INC | 股票-原材料 | 0.89% | — | -4.35% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.89% | — | — | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.87% | — | -2.09% | |
| 39 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.85% | — | — | |
| 40 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.82% | — | -3.81% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.82% | — | -5.45% | |
| 42 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.79% | — | — | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.78% | — | -6.95% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.78% | — | — | |
| 45 | TMUS | T-mobile US INC | 股票-通信服务 | 0.78% | — | -4.45% | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 0.77% | — | -4.75% | |
| 47 | DG | Dollar General CORP | 股票-非周期性消费 | 0.76% | — | -22.82% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.73% | — | -5.49% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | +0.16% | +1.03% | |
| 50 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.72% | — | -32.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos INC | +0.3% | +0.73% | 加仓 |
| 2 | PYPL | Paypal Holdings INC | +0.3% | -16.47% | 减仓 |
| 3 | AAPL | Apple INC | +0.3% | -6.07% | 减仓 |
| 4 | AMZN | Amazon.com INC | +0.3% | -2.69% | 减仓 |
| 5 | LULU | Lululemon Athletica INC | +0.2% | — | 不变 |
| 6 | WK | Workiva INC | +0.2% | — | 不变 |
| 7 | HD | Home Depot INC | +0.2% | -0.69% | 减仓 |
| 8 | AVGO | Broadcom INC | +0.2% | +1.36% | 加仓 |
| 9 | IWO | Ishares Russell 2000 Growth | +0.2% | — | 不变 |
| 10 | QRVO | Qorvo INC | +0.2% | +2.73% | 加仓 |
| 11 | XYZ | Block INC | +0.2% | -21.73% | 减仓 |
| 12 | MSFT | Microsoft CORP | +0.2% | -4.85% | 减仓 |
| 13 | ILMN | Illumina INC | +0.2% | -1.17% | 减仓 |
| 14 | WDAY | Workday Inc-class A | +0.1% | -4.51% | 减仓 |
| 15 | TGT | Target CORP | +0.1% | -2.98% | 减仓 |
| 16 | PH | Parker Hannifin CORP | +0.1% | +1.34% | 加仓 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.94% | 加仓 |
| 18 | DHR | Danaher CORP | +0.1% | — | 不变 |
| 19 | QCOM | Qualcomm INC | +0.1% | +2.56% | 加仓 |
| 20 | SMTC | Semtech CORP | +0.1% | — | 不变 |
| 21 | CRM | Salesforce INC | +0.1% | -2.09% | 减仓 |
| 22 | WSM | Williams-sonoma INC | +0.1% | -32.36% | 减仓 |
| 23 | PANW | Palo Alto Networks INC | +0.1% | -4.06% | 减仓 |
| 24 | AXON | Axon Enterprise INC | +0.1% | — | 不变 |
| 25 | SCHM | Schwab US Mid Cap ETF | +0.1% | -0.20% | 减仓 |
| 26 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | 不变 |
| 27 | XLNXEUR | Xilinx INC | +0.1% | +2.49% | 加仓 |
| 28 | PSX | Phillips 66 | +0.1% | -2.66% | 减仓 |
| 29 | MNST | Monster Beverage CORP | +0.1% | — | 不变 |
| 30 | MU | Micron Technology INC | +0.1% | +2.82% | 加仓 |
| 31 | DAR | Darling Ingredients INC | +0.1% | — | 不变 |
| 32 | IWP | Ishares Russell Mid-cap Grow | +0.1% | — | 不变 |
| 33 | IWN | Ishares Russell 2000 Value E | +0.1% | +0.54% | 加仓 |
| 34 | RPM | Rpm International INC | +0.1% | -4.35% | 减仓 |
| 35 | ABBV | Abbvie INC | +0.1% | -5.45% | 减仓 |
| 36 | C | Citigroup INC | +0.1% | +1.41% | 加仓 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -2.04% | 减仓 |
| 38 | NSIT | Insight Enterprises INC | 0% | +1.70% | 加仓 |
| 39 | IWS | Ishares Russell Mid-cap Valu | 0% | — | 不变 |
| 40 | TMUS | T-mobile US INC | 0% | -4.45% | 减仓 |
| 41 | CSCO | Cisco Systems INC | — | -3.53% | 减仓 |
| 42 | V | Visa Inc-class A Shares | 0% | -5.01% | 减仓 |
| 43 | AMD | Advanced Micro Devices | 0% | -2.74% | 减仓 |
| 44 | NVDA | Nvidia CORP | -0.1% | -23.25% | 减仓 |
| 45 | WTBA | West Bancorporation | -1.9% | -11.59% | 减仓 |
| 46 | UTXZ | United Tech CORP | — | EXIT | 清仓 |
| 47 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 48 | RTN1USD | Raytheon Company | — | EXIT | 清仓 |
| 49 | OTIS | Otis Worldwide CORP | — | NEW | 新建仓 |
| 50 | CARR | Carrier Global CORP | — | NEW | 新建仓 |