CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 236 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.90% | +0.86% | -1.45% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.70% | -0.20% | -3.23% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.13% | — | -2.79% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.07% | — | -1.97% | |
| 5 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 3.89% | — | +2450.34% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.67% | -0.07% | +1702.85% | |
| 7 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.09% | — | -7.88% | |
| 8 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 2.57% | — | -1.17% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.74% | — | +1.02% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | — | -1.26% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.44% | — | +1.16% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.22% | — | -56.29% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.21% | — | -6.21% | |
| 14 | WPC | Wp Carey INC | 股票-房地产 | 1.11% | — | -6.30% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.08% | — | +2.96% | |
| 16 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 1.08% | — | -3.73% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.06% | — | -8.54% | |
| 18 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.05% | — | -3.66% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.03% | — | -6.89% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.02% | — | +4.20% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.02% | -0.29% | -1.19% | |
| 22 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.99% | — | — | |
| 23 | SWK | Stanley Black & Decker INC | 股票-工业 | 0.98% | — | +4.81% | |
| 24 | ALB | Albemarle CORP | 股票-原材料 | 0.97% | — | +11.18% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.15% | +6.96% | |
| 26 | BKH | Black Hills CORP | 股票-公用事业 | 0.95% | — | -4.73% | |
| 27 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.94% | — | — | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.94% | — | +4.51% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.93% | — | +1.63% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | -0.11% | -9.25% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | +1.57% | -8.29% | |
| 32 | NUE | Nucor CORP | 股票-原材料 | 0.91% | — | +19.61% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.89% | — | +7.05% | |
| 34 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.86% | — | +10.40% | |
| 35 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.86% | — | -14.25% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.80% | — | -3.03% | |
| 37 | T | At&t INC | 股票-通信服务 | 0.80% | — | -4.81% | |
| 38 | ZLAB | Zai Lab Ltd-adr | 股票-其他 | 0.76% | — | -7.35% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | -31.98% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.76% | — | -0.15% | |
| 41 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.75% | — | -5.80% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | — | +4.08% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | — | -13.92% | |
| 44 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.71% | — | +2.00% | |
| 45 | TGT | Target CORP | 股票-周期性消费 | 0.71% | — | -26.24% | |
| 46 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.69% | — | -11.06% | |
| 47 | MO | Altria Group INC | 股票-非周期性消费 | 0.69% | — | +3.87% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.67% | — | +1.27% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | — | +3.30% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.23% | -3.25% |