CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 311 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 | 6.79% | -0.20% | +292.05% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.49% | — | +11.48% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.18% | +0.08% | +153.82% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.13% | +0.86% | -46.29% | |
| 5 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.56% | — | -4.95% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.51% | — | -4.29% | |
| 7 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.16% | -0.07% | -16.92% | |
| 8 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.11% | — | -0.54% | |
| 9 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.00% | — | +0.50% | |
| 10 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 2.00% | — | +7.28% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.80% | — | — | |
| 12 | PGX | Invesco Preferred ETF | ETF-其他 | 1.75% | — | +10.47% | |
| 13 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 1.71% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.41% | -0.18% | +9.05% | |
| 15 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.40% | — | -15.56% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.38% | -0.29% | +10.78% | |
| 17 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.24% | — | -7.48% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.18% | — | +2.10% | |
| 19 | DJUN | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.14% | — | +14.81% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.13% | — | +10.77% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.10% | — | +3.12% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.08% | — | +6.70% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.08% | — | -2.35% | |
| 24 | SWK | Stanley Black & Decker INC | 股票-工业 | 1.06% | — | -3.10% | |
| 25 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 1.04% | — | -3.33% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | -0.15% | +2.65% | |
| 27 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 1.00% | — | — | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | — | +10.44% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.00% | — | +421.25% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.98% | -0.11% | +0.61% | |
| 31 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.91% | — | +11.14% | |
| 32 | WPC | Wp Carey INC | 股票-房地产 | 0.91% | — | +7.13% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.90% | -0.14% | -0.02% | |
| 34 | TGT | Target CORP | 股票-周期性消费 | 0.89% | — | +7.81% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.23% | +0.20% | |
| 36 | O | Realty Income CORP | 股票-房地产 | 0.85% | — | +3039.41% | |
| 37 | BKH | Black Hills CORP | 股票-公用事业 | 0.83% | — | +17.45% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.47% | +4.44% | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.78% | — | -13.38% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.78% | — | +1.52% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.78% | — | +8.59% | |
| 42 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.78% | — | -20.05% | |
| 43 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.75% | — | +11.55% | |
| 44 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.75% | — | -64.71% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | +7.55% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -48.89% | |
| 47 | NUE | Nucor CORP | 股票-原材料 | 0.71% | — | +4.59% | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.70% | — | -5.91% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.70% | +1.57% | -2.64% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.69% | — | +4.54% |