CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 302 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 | 5.66% | -0.20% | -5.25% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.10% | +0.86% | -3.43% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.66% | +0.08% | -2.53% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.83% | — | +45.48% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.95% | — | +0.38% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.93% | — | -24.84% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.73% | +0.09% | -0.20% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.67% | — | +7.68% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.61% | — | -3.93% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.53% | — | -1.21% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.51% | -0.18% | +4.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | +0.23% | +77.25% | |
| 13 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.49% | -0.08% | -0.98% | |
| 14 | SECT | Main Sector Rotation ETF | ETF-其他 | 1.46% | — | -0.08% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.43% | -0.14% | -4.03% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | +1.57% | -0.26% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.22% | — | +2.42% | |
| 18 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.15% | -0.07% | -5.65% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.12% | — | +6.12% | |
| 20 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 0.97% | — | — | |
| 21 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.94% | — | -1.57% | |
| 22 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 0.90% | -0.05% | -9.84% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | -0.15% | -20.37% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.47% | -5.92% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.85% | — | -11.67% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | -0.29% | -4.71% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.85% | — | -0.56% | |
| 28 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.84% | — | -19.37% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.83% | — | -14.62% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | — | -20.33% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.82% | — | -25.10% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.81% | — | -25.08% | |
| 33 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.79% | — | +5.31% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.70% | +6.08% | |
| 35 | NUE | Nucor CORP | 股票-原材料 | 0.78% | — | -30.34% | |
| 36 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 0.74% | — | -23.50% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | -0.11% | +167.62% | |
| 38 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.73% | — | -23.81% | |
| 39 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 0.69% | — | +1358.95% | |
| 40 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.69% | — | -6.17% | |
| 41 | GGG | Graco INC | 股票-工业 | 0.69% | — | -28.31% | |
| 42 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.65% | — | +3.27% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | -5.26% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.63% | — | -0.15% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.62% | — | +1.34% | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.62% | — | -23.80% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | -0.17% | +0.75% | |
| 48 | CION | Cion Investment CORP | 股票-其他 | 0.60% | — | +2.85% | |
| 49 | O | Realty Income CORP | 股票-房地产 | 0.60% | — | -22.13% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | -0.15% | -33.01% |