CIK: 0001512779
申报总市值
US$3.5亿
仅显示前 200 大持股（共 298 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 | SRHQ | Srh US Quality Garp ETF | ETF-其他 | 44.09% | +0.32% | +0.04% | |
| 2 | SRHR | Srh Reit Covered Call ETF | ETF-其他 | 18.03% | -0.18% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.35% | +0.76% | +43.59% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.40% | -0.49% | — | |
| 5 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 3.03% | +0.19% | +0.01% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.38% | -0.15% | +0.01% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.52% | -0.02% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.37% | -0.05% | -0.04% | |
| 9 | NRG | Nrg Energy INC | 股票-公用事业 | 1.30% | -0.02% | +4.74% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | -0.09% | — | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.01% | +0.06% | — | |
| 12 | STEW | Srh Total Return Fund INC | 股票-其他 | 0.91% | -0.09% | +0.46% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.19% | +0.03% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | -0.04% | +0.01% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | -0.05% | — | |
| 16 | EVR | Evercore INC - A | 股票-金融 | 0.71% | -0.15% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | -0.03% | — | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.48% | — | -10.67% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.45% | -0.04% | — | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.40% | — | — | |
| 21 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.39% | — | — | |
| 22 | XRNPX | Cohen & Steers Reit And Pref | 股票-其他 | 0.39% | — | — | |
| 23 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.38% | -0.05% | — | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.31% | — | -3.42% | |
| 25 | SO | Southern Co/the | 股票-公用事业 | 0.31% | +0.03% | -0.48% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.29% | +0.12% | — | |
| 27 | ZIG | THE Acquirers Fund ETF | ETF-其他 | 0.25% | — | +16.21% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.25% | -0.16% | — | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.24% | — | +7.80% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.24% | -0.05% | — | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.21% | — | +0.10% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.19% | — | — | |
| 33 | MMM | 3m Co | 股票-工业 | 0.18% | — | +8.02% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.17% | — | +10.97% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.16% | -0.02% | — | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.15% | — | — | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.13% | — | — | |
| 38 | PAYX | Paychex INC | 股票-科技 | 0.13% | -0.02% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.12% | -0.02% | — | |
| 40 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.12% | — | — | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 0.11% | — | — | |
| 42 | KR | Kroger Co | 股票-非周期性消费 | 0.11% | — | — | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.11% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.11% | — | — | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.10% | — | +0.53% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.10% | -0.02% | — | |
| 47 | TGT | Target CORP | 股票-周期性消费 | 0.10% | — | — | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.09% | — | — | |
| 49 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.09% | — | — | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.08% | -0.04% | +39.12% |