CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 247 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 | 7.29% | +0.86% | +2.55% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.61% | -0.20% | -5.36% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.63% | — | +3.34% | |
| 4 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 3.53% | — | +5.14% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.35% | — | -7.86% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.28% | -0.07% | +4.59% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.18% | — | — | |
| 8 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.87% | — | — | |
| 9 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.64% | — | +2.42% | |
| 10 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 2.25% | — | +17.18% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.05% | — | +51.07% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | — | -0.35% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.42% | — | +2.38% | |
| 14 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.16% | — | +5.26% | |
| 15 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.14% | — | +13.00% | |
| 16 | WPC | Wp Carey INC | 股票-房地产 | 1.08% | — | +8.24% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.06% | — | +3.71% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.03% | — | +3.45% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | -0.29% | -1.28% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | -0.15% | +8.73% | |
| 21 | SWK | Stanley Black & Decker INC | 股票-工业 | 1.00% | — | -2.39% | |
| 22 | ALB | Albemarle CORP | 股票-原材料 | 1.00% | — | -4.94% | |
| 23 | MO | Altria Group INC | 股票-非周期性消费 | 0.97% | — | +61.89% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | — | -2.60% | |
| 25 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.92% | — | +0.75% | |
| 26 | BKH | Black Hills CORP | 股票-公用事业 | 0.92% | — | +5.44% | |
| 27 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.91% | — | +18.75% | |
| 28 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.91% | — | — | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.90% | — | +3.08% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | — | -9.67% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.89% | — | -0.73% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | -0.18% | +70.81% | |
| 33 | ZLAB | Zai Lab Ltd-adr | 股票-其他 | 0.85% | — | -21.95% | |
| 34 | NUE | Nucor CORP | 股票-原材料 | 0.85% | — | +12.59% | |
| 35 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.85% | — | +9.18% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.84% | — | -9.49% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.11% | -0.66% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.82% | +1.57% | -1.55% | |
| 39 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.80% | — | +7.99% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.79% | — | +7.22% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.78% | — | +7.24% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.74% | — | +2.31% | |
| 43 | TGT | Target CORP | 股票-周期性消费 | 0.72% | — | -7.77% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | — | +3.03% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.47% | +6.86% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.70% | — | -28.06% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | — | +2.34% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.23% | +3.83% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.62% | — | +8.02% | |
| 50 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.61% | — | +7.10% |