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 | 3.58% | — | -1.79% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.44% | — | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.03% | -0.29% | — | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 1.92% | -0.39% | +3.87% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | -0.54% | -0.84% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | -0.21% | — | |
| 7 | WK | Workiva INC | 股票-科技 | 1.47% | — | — | |
| 8 | ETN | Eaton Corporation plc | 股票-工业 | 1.46% | +0.14% | -1.08% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.44% | — | +0.24% | |
| 10 | CAT | Caterpillar INC | 股票-工业 | 1.39% | +0.36% | +2.15% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.27% | — | +1.13% | |
| 12 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.25% | — | +1.20% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.25% | +0.16% | +2.33% | |
| 14 | ANETEUR | Arista Networks INC | 股票-其他 | 1.23% | — | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.17% | +0.15% | — | |
| 16 | NSIT | Insight Enterprises INC | 股票-科技 | 1.16% | — | -0.67% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.16% | — | -3.19% | |
| 18 | DE | Deere & Co | 股票-工业 | 1.15% | +0.13% | — | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.14% | — | -1.52% | |
| 20 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.10% | — | — | |
| 21 | EQIX | Equinix INC | 股票-房地产 | 1.10% | +0.11% | -0.93% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | +0.10% | +2.87% | |
| 23 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.08% | — | — | |
| 24 | HON | Honeywell International INC | 股票-工业 | 1.08% | — | -1.02% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.06% | — | -1.66% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.04% | — | -0.69% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 1.03% | — | — | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 1.00% | +0.08% | -34.01% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | — | +0.67% | |
| 31 | PANW | Palo Alto Networks INC | 股票-科技 | 0.99% | -0.15% | — | |
| 32 | J | Jacobs Solutions INC | 股票-工业 | 0.94% | — | — | |
| 33 | VLO | Valero Energy CORP | 股票-能源 | 0.93% | +0.26% | — | |
| 34 | FSLR | First Solar INC | 股票-科技 | 0.93% | — | +1.51% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.92% | — | -9.67% | |
| 36 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.92% | — | +1.59% | |
| 37 | PH | Parker Hannifin CORP | 股票-工业 | 0.91% | — | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.89% | — | -11.15% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | — | -0.58% | |
| 40 | TDTT | Flexshares Iboxx 3-year Targ | ETF-其他 | 0.88% | — | -17.56% | |
| 41 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.83% | — | — | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | — | -9.04% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.83% | — | -11.08% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.83% | — | -5.59% | |
| 45 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.82% | -0.22% | +1421.92% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.82% | — | -0.90% | |
| 47 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.81% | — | — | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | — | -13.75% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.81% | -0.20% | — | |
| 50 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.80% | — | — |