CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 395 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 | 6.66% | -0.20% | +3.19% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.87% | +0.86% | +10.95% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.52% | +0.08% | -10.70% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.88% | — | +67.82% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.79% | +0.09% | -30.57% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.76% | — | -20.10% | |
| 7 | WPC | Wp Carey INC | 股票-房地产 | 1.62% | — | +29.55% | |
| 8 | NUE | Nucor CORP | 股票-原材料 | 1.61% | — | +17.38% | |
| 9 | PEP | Pepsico INC | 股票-非周期性消费 | 1.60% | — | +43.41% | |
| 10 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.60% | -0.08% | — | |
| 11 | O | Realty Income CORP | 股票-房地产 | 1.42% | — | +12.50% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.42% | -0.15% | +13.98% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.41% | — | +7.30% | |
| 14 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 1.40% | — | +8.87% | |
| 15 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.37% | -0.07% | -18.22% | |
| 16 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.35% | — | +76.15% | |
| 17 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.35% | — | +2.32% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.32% | — | -21.61% | |
| 19 | BKH | Black Hills CORP | 股票-公用事业 | 1.31% | — | +27.30% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.26% | — | +11.08% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.26% | — | +1855.83% | |
| 22 | GGG | Graco INC | 股票-工业 | 1.23% | — | +12.66% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 1.22% | — | +40.80% | |
| 24 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.22% | — | +14.18% | |
| 25 | SYY | Sysco CORP | 股票-非周期性消费 | 1.14% | — | +20.23% | |
| 26 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.13% | — | +22.16% | |
| 27 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 1.11% | — | +79.62% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.10% | — | +9.43% | |
| 29 | CASY | Casey's General Stores INC | 股票-周期性消费 | 1.09% | — | +13.83% | |
| 30 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 1.08% | — | +82.12% | |
| 31 | CFR | Cullen/frost Bankers INC | 股票-金融 | 1.07% | — | +37.75% | |
| 32 | AMAX | Adaptive Hedged Multi-asset | ETF-其他 | 1.07% | — | -11.00% | |
| 33 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.04% | — | +21.70% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.04% | — | +102.54% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 1.01% | — | +20.13% | |
| 36 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 1.01% | -0.05% | -29.05% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.97% | — | +66.69% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | — | -5.24% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.95% | -0.14% | +24.23% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.94% | — | -1.37% | |
| 41 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.94% | — | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.91% | — | -0.63% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | -0.29% | +1979.93% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | +1.57% | +34.40% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.81% | — | -15.42% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | -0.18% | +1868.46% | |
| 47 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.79% | — | — | |
| 48 | SECT | Main Sector Rotation ETF | ETF-其他 | 0.79% | — | +0.97% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.47% | -2.84% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.65% | — | -11.90% |