CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 337 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.26% | — | +1.61% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.56% | -0.62% | +0.62% | |
| 3 | MU | Micron Technology INC | 股票-科技 | 4.28% | — | +30.33% | |
| 4 | EMN | Eastman Chemical Co | 股票-原材料 | 3.67% | — | +9.75% | |
| 5 | BKNG | Booking Holdings INC | 股票-周期性消费 | 3.58% | — | +10.90% | |
| 6 | JWNUSD | Nordstrom INC | 股票-其他 | 3.50% | — | +5.48% | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 3.50% | — | +0.87% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | — | +0.19% | |
| 9 | AMT | American Tower CORP | 股票-房地产 | 3.46% | — | -2.21% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.36% | — | -4.06% | |
| 11 | BBY | Best Buy Co INC | 股票-周期性消费 | 3.19% | — | +14.68% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 3.11% | — | +17.98% | |
| 13 | AMGN | Amgen INC | 股票-医疗保健 | 3.07% | — | +3.24% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.05% | — | +6.95% | |
| 15 | CRM | Salesforce INC | 股票-科技 | 2.70% | — | +4.32% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.64% | — | +4.06% | |
| 17 | WDC | Western Digital CORP | 股票-科技 | 2.45% | — | +0.88% | |
| 18 | NUE | Nucor CORP | 股票-原材料 | 2.44% | — | -7.88% | |
| 19 | URI | United Rentals INC | 股票-工业 | 2.32% | — | +1.83% | |
| 20 | WOO | Foot Locker INC | 股票-其他 | 2.22% | — | +41.68% | |
| 21 | CERNCHF | Cerner CORP | 股票-其他 | 2.20% | — | +6.34% | |
| 22 | DOX | Amdocs Limited | 股票-科技 | 2.18% | — | +11.61% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.14% | — | -11.34% | |
| 24 | LEA | Lear CORP | 股票-周期性消费 | 2.14% | — | +37.53% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.06% | -7.11% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.86% | +0.05% | +0.23% | |
| 27 | WLK | Westlake CORP | 股票-原材料 | 1.66% | — | +1.30% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | -0.27% | -8.77% | |
| 29 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.90% | -0.18% | — | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.77% | — | -14.48% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | +0.30% | +41.01% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | -11.47% | |
| 33 | LARK | Landmark Bancorp INC | 股票-其他 | 0.53% | — | -2.14% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.22% | EXIT | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | -3.82% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | +0.64% | -5.26% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.37% | — | -6.10% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.37% | — | -5.18% | |
| 39 | CAT | Caterpillar INC | 股票-工业 | 0.37% | +0.05% | — | |
| 40 | FFG | Fbl Financial Group Inc-cl A | 股票-其他 | 0.34% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.34% | +0.31% | -6.52% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.32% | -0.04% | -8.36% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.32% | — | -6.40% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.30% | — | +2.65% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.29% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.27% | — | — | |
| 47 | EVRG | Evergy INC | 股票-公用事业 | 0.27% | — | -0.62% | |
| 48 | DE | Deere & Co | 股票-工业 | 0.26% | -0.06% | +0.92% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | +0.10% | -20.94% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.23% | -0.11% | -1.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1% | +1.61% | 加仓 |
| 2 | AAPL | Apple INC | +0.8% | +0.62% | 加仓 |
| 3 | BA | Boeing Co/the | +0.7% | +17.98% | 加仓 |
| 4 | JWNUSD | Nordstrom INC | +0.6% | +5.48% | 加仓 |
| 5 | WOO | Foot Locker INC | +0.6% | +41.68% | 加仓 |
| 6 | BBY | Best Buy Co INC | +0.5% | +14.68% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.5% | +0.19% | 加仓 |
| 8 | CRM | Salesforce INC | +0.5% | +4.32% | 加仓 |
| 9 | MU | Micron Technology INC | +0.4% | +30.33% | 加仓 |
| 10 | AMGN | Amgen INC | +0.4% | +3.24% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.4% | +4.06% | 加仓 |
| 12 | CERNCHF | Cerner CORP | +0.3% | +6.34% | 加仓 |
| 13 | BKNG | Booking Holdings INC | +0.2% | +10.90% | 加仓 |
| 14 | URI | United Rentals INC | +0.2% | +1.83% | 加仓 |
| 15 | HD | Home Depot INC | +0.2% | +0.87% | 加仓 |
| 16 | DOX | Amdocs Limited | +0.2% | +11.61% | 加仓 |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.2% | +41.01% | 加仓 |
| 18 | JKHY | Jack Henry & Associates INC | +0.2% | — | 不变 |
| 19 | EMN | Eastman Chemical Co | +0.1% | +9.75% | 加仓 |
| 20 | LEA | Lear CORP | +0.1% | +37.53% | 加仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.23% | 加仓 |
| 22 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +78.60% | 加仓 |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +81.47% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | -4.06% | 减仓 |
| 25 | CAT | Caterpillar INC | 0% | — | 不变 |
| 26 | PFE | Pfizer INC | 0% | -1.65% | 减仓 |
| 27 | JNJ | Johnson & Johnson | 0% | -3.82% | 减仓 |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -8.77% | 减仓 |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -28.51% | 减仓 |
| 31 | GIS | General Mills INC | -0.1% | -93.63% | 减仓 |
| 32 | INTC | Intel CORP | -0.1% | -6.10% | 减仓 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -20.94% | 减仓 |
| 34 | T | At&t INC | -0.1% | -56.16% | 减仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.1% | -11.47% | 减仓 |
| 36 | DBC | Invesco Db Commodity Index T | -0.1% | -62.59% | 减仓 |
| 37 | AMT | American Tower CORP | -0.1% | -2.21% | 减仓 |
| 38 | IWO | Ishares Russell 2000 Growth | -0.1% | -47.73% | 减仓 |
| 39 | ENB | Enbridge INC | -0.1% | -96.18% | 减仓 |
| 40 | NUE | Nucor CORP | -0.2% | -7.88% | 减仓 |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.4% | -61.35% | 减仓 |
| 42 | META | Meta Platforms Inc-class A | -0.4% | +6.95% | 加仓 |
| 43 | WLK | Westlake CORP | -0.5% | +1.30% | 加仓 |
| 44 | WDC | Western Digital CORP | -0.8% | +0.88% | 加仓 |
| 45 | FCX | Freeport-mcmoran INC | -1.8% | -99.84% | 减仓 |
| 46 | AMAT | Applied Materials INC | — | EXIT | 清仓 |
| 47 | KDP | Keurig Dr Pepper Inc. | — | EXIT | 清仓 |
| 48 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建仓 |
| 49 | CATH | Global X S&p 500 Ca Val ETF | — | NEW | 新建仓 |
| 50 | ✓ | Cambria ETF Tr | — | NEW | 新建仓 |