CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 306 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 | AAPL | Apple INC | 股票-科技 | 7.22% | -0.20% | -0.11% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.85% | +0.86% | -2.67% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.34% | — | +1.90% | |
| 4 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.79% | -0.07% | +0.34% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.67% | — | +0.12% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.63% | — | -1.28% | |
| 7 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 2.20% | — | +10.78% | |
| 8 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.19% | — | +1.49% | |
| 9 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.12% | — | — | |
| 10 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 1.94% | — | — | |
| 11 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.73% | — | — | |
| 12 | PGX | Invesco Preferred ETF | ETF-其他 | 1.66% | — | +0.47% | |
| 13 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.41% | — | -16.61% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.18% | +7.49% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | — | +15.63% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | +0.08% | -0.44% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | -0.29% | +14.28% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.12% | — | +0.42% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.11% | — | +0.02% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.10% | — | +3.49% | |
| 21 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 1.09% | — | -40.88% | |
| 22 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.09% | — | +0.30% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.09% | — | -3.82% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | -0.15% | +5.61% | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 1.04% | — | +5.45% | |
| 26 | SWK | Stanley Black & Decker INC | 股票-工业 | 1.04% | — | -10.41% | |
| 27 | DJUN | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.03% | — | — | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 1.00% | — | +8.03% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | -0.11% | +2.62% | |
| 30 | WPC | Wp Carey INC | 股票-房地产 | 0.96% | — | -0.96% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.92% | — | +4.66% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.88% | -0.14% | -0.13% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | +0.23% | +20.65% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | — | +17.25% | |
| 35 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.84% | — | +2.03% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.80% | — | -6.34% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.79% | — | +1.72% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.47% | +4.78% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.77% | — | -1.54% | |
| 40 | TGT | Target CORP | 股票-周期性消费 | 0.74% | — | +3.41% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.73% | — | -2.09% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | +1.57% | -0.86% | |
| 43 | BKH | Black Hills CORP | 股票-公用事业 | 0.72% | — | +12.27% | |
| 44 | ALB | Albemarle CORP | 股票-原材料 | 0.71% | — | -1.16% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.71% | — | +2.10% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | — | +0.96% | |
| 47 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.68% | — | -2.24% | |
| 48 | T | At&t INC | 股票-通信服务 | 0.67% | — | +9.34% | |
| 49 | NUE | Nucor CORP | 股票-原材料 | 0.66% | — | +5.58% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.65% | — | +17.21% |