CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 232 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 | 7.95% | +0.86% | +0.20% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.55% | -0.20% | +2.67% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.97% | — | +0.37% | |
| 4 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 3.86% | — | +4.09% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.75% | — | -0.71% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.44% | -0.07% | +0.23% | |
| 7 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.94% | — | -0.99% | |
| 8 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 2.20% | — | -9.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | — | +6.72% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.58% | — | +0.74% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.44% | — | +4.85% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.20% | — | +8.38% | |
| 13 | WPC | Wp Carey INC | 股票-房地产 | 1.16% | — | +19.35% | |
| 14 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.15% | — | +3.47% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.12% | — | +5.21% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.12% | — | +5.36% | |
| 17 | EMR | Emerson Electric Co | 股票-工业 | 1.10% | — | +9.99% | |
| 18 | SWK | Stanley Black & Decker INC | 股票-工业 | 1.10% | — | +8.65% | |
| 19 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.09% | — | +12.42% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.07% | — | +6.85% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | -0.29% | +2.77% | |
| 22 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 1.02% | — | +0.85% | |
| 23 | NUE | Nucor CORP | 股票-原材料 | 0.99% | — | +9.97% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | — | -3.83% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.97% | — | +6.95% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.96% | — | -2.99% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | -0.15% | +9.14% | |
| 28 | ALB | Albemarle CORP | 股票-原材料 | 0.92% | — | +8.91% | |
| 29 | BKH | Black Hills CORP | 股票-公用事业 | 0.91% | — | +7.00% | |
| 30 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.90% | — | +14.23% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.90% | — | -1.15% | |
| 32 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.90% | — | +7.03% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.89% | — | -1.21% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.88% | +1.57% | +0.79% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.11% | +2.45% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.87% | — | +7.61% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.83% | — | +0.71% | |
| 38 | ZLAB | Zai Lab Ltd-adr | 股票-其他 | 0.82% | — | — | |
| 39 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.82% | — | +7.26% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.80% | — | +6.35% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | — | +85.47% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.77% | — | +9.14% | |
| 43 | MDT | Medtronic plc | 股票-医疗保健 | 0.75% | — | +7.95% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | — | +1.77% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.72% | — | +15.07% | |
| 46 | BX | Blackstone INC | 股票-金融 | 0.71% | -0.19% | — | |
| 47 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.69% | — | +6.95% | |
| 48 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.67% | — | -1.35% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | — | +4.38% | |
| 50 | MMM | 3m Co | 股票-工业 | 0.65% | — | +10.95% |