CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 240 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 | 7.63% | -0.20% | -8.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.84% | +0.86% | -4.51% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.48% | — | -4.13% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.42% | +0.09% | -4.25% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.38% | — | -11.42% | |
| 6 | SECT | Main Sector Rotation ETF | ETF-其他 | 2.38% | — | +6.80% | |
| 7 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 2.23% | -0.08% | -5.30% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.18% | +0.08% | -7.40% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.15% | — | -3.63% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.00% | -0.18% | -6.21% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.74% | +1.57% | +0.27% | |
| 12 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.55% | -0.07% | -7.01% | |
| 13 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.41% | +0.02% | -4.25% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.40% | — | -7.59% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | -0.70% | -6.02% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.34% | +0.23% | -0.21% | |
| 17 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.24% | — | +9.21% | |
| 18 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 1.23% | — | -5.30% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | -0.47% | +3.68% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.21% | -0.11% | -0.48% | |
| 21 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 1.15% | -0.05% | -8.70% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | -0.29% | -13.73% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.01% | — | -6.46% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.97% | -0.17% | -2.95% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | -6.28% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | — | -6.75% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.87% | — | -11.78% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | -0.15% | -6.55% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | — | +216.95% | |
| 30 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.84% | — | -2.85% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.82% | — | -5.18% | |
| 32 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.78% | — | -6.33% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | -5.60% | |
| 34 | BRO | Brown & Brown INC | 股票-金融 | 0.74% | — | -0.61% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.74% | — | -3.03% | |
| 36 | STXG | Strive 1000 Growth ETF | ETF-其他 | 0.73% | -1.05% | EXIT | |
| 37 | TDV | Proshares S&p Tech Dvd Arist | ETF-科技型 | 0.72% | — | -3.43% | |
| 38 | STXV | Strive 1000 Value ETF | ETF-其他 | 0.70% | -0.97% | EXIT | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.15% | -5.77% | |
| 40 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.70% | — | -3.85% | |
| 41 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.69% | — | -7.86% | |
| 42 | RPM | Rpm International INC | 股票-原材料 | 0.68% | — | -3.58% | |
| 43 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.68% | — | — | |
| 44 | GGG | Graco INC | 股票-工业 | 0.68% | — | -3.56% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.67% | — | -0.83% | |
| 46 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.64% | — | +4.16% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.63% | — | -11.12% | |
| 48 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | -0.30% | +3.45% | |
| 49 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 0.61% | — | -6.13% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.61% | — | -1.41% |