CIK: 0001138486
申报总市值
US$8.0亿
仅显示前 200 大持股（共 455 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 5.96% | -0.81% | -0.19% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.31% | -0.12% | +5.34% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.61% | — | +0.14% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.49% | — | +2.95% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.75% | -3.08% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | — | -2.82% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.10% | — | +2.06% | |
| 8 | INTC | Intel CORP | 股票-科技 | 2.08% | — | +0.24% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.05% | — | +2.79% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.85% | -0.33% | -4.17% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.72% | — | -12.23% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.67% | -0.12% | -4.40% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.67% | — | -3.04% | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.64% | +0.15% | +1.31% | |
| 15 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.61% | — | +0.66% | |
| 16 | BA | Boeing Co/the | 股票-工业 | 1.61% | — | -13.06% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.58% | +0.16% | +15.85% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.50% | — | -1.90% | |
| 19 | MS | Morgan Stanley | 股票-金融 | 1.48% | — | -4.66% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 1.43% | +0.14% | +15.17% | |
| 21 | MO | Altria Group INC | 股票-非周期性消费 | 1.41% | +0.14% | +0.25% | |
| 22 | DAL | Delta Air Lines INC | 股票-工业 | 1.36% | — | +7.93% | |
| 23 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.35% | — | +1.95% | |
| 24 | IP | International Paper Co | 股票-周期性消费 | 1.34% | — | +119.49% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 1.33% | +0.21% | -2.32% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 1.33% | — | +5.58% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.31% | — | +10.99% | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 1.31% | — | -14.03% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | — | -4.19% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.22% | — | -1.05% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.13% | — | -5.08% | |
| 32 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.12% | — | -1.72% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.11% | +0.45% | -2.88% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 1.10% | — | +161.68% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.07% | — | +6.66% | |
| 36 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.06% | — | +50.84% | |
| 37 | C | Citigroup INC | 股票-金融 | 1.06% | -0.15% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.03% | — | +26.72% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 1.00% | — | -0.88% | |
| 40 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.89% | — | — | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.88% | -0.23% | +5.79% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.86% | — | -1.05% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.85% | — | -2.61% | |
| 44 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.84% | — | +20.72% | |
| 45 | SLB | Slb LTD | 股票-能源 | 0.82% | — | +5.35% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.81% | — | — | |
| 47 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.78% | — | +13.67% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.76% | -0.11% | +1.09% | |
| 49 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.74% | — | -11.28% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.72% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IP | International Paper Co | +0.7% | +119.49% | 加仓 |
| 2 | WYNEUR | Wyndham Destinations INC | +0.7% | +22175.93% | 加仓 |
| 3 | IBM | Intl Business Machines CORP | +0.7% | +161.68% | 加仓 |
| 4 | INTC | Intel CORP | +0.4% | +0.24% | 加仓 |
| 5 | LOW | Lowe's Cos INC | +0.4% | +50.84% | 加仓 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +26.72% | 加仓 |
| 7 | PFE | Pfizer INC | +0.3% | +15.17% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.3% | -3.08% | 减仓 |
| 9 | IJT | Ishares S&p Small-cap 600 Gr | +0.2% | +2.06% | 加仓 |
| 10 | CSCO | Cisco Systems INC | +0.2% | -4.40% | 减仓 |
| 11 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +10.99% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +15.85% | 加仓 |
| 13 | TJX | Tjx Companies INC | +0.2% | +13.67% | 加仓 |
| 14 | ✓ | Powershares ETF Tr Ii | +0.2% | +20.72% | 加仓 |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | +158.48% | 加仓 |
| 16 | AMZN | Amazon.com INC | +0.2% | +193.31% | 加仓 |
| 17 | AAPL | Apple INC | +0.1% | -4.17% | 减仓 |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -3.04% | 减仓 |
| 19 | BLKCHF | Blackrock INC | 0% | -14.03% | 减仓 |
| 20 | CVS | Cvs Health CORP | 0% | +5.79% | 加仓 |
| 21 | DD | DuPont de Nemours, Inc. | 0% | +0.66% | 加仓 |
| 22 | PSK | Ss Spdr Ice Pref Sec ETF | 0% | -11.28% | 减仓 |
| 23 | CVX | Chevron CORP | -0.1% | -2.88% | 减仓 |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -3.62% | 减仓 |
| 25 | VZ | Verizon Communications INC | -0.1% | -2.32% | 减仓 |
| 26 | MO | Altria Group INC | -0.1% | +0.25% | 加仓 |
| 27 | AEP | American Electric Power Company, Inc. | -0.1% | -23.54% | 减仓 |
| 28 | WWD | Woodward INC | -0.1% | -63.53% | 减仓 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | -4.19% | 减仓 |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.1% | -12.23% | 减仓 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -57.35% | 减仓 |
| 32 | HN9 | Hanesbrands INC | -0.2% | -99.81% | 减仓 |
| 33 | HD | Home Depot INC | -0.3% | -42.58% | 减仓 |
| 34 | MAR | Marriott International -cl A | -0.4% | -75.10% | 减仓 |
| 35 | ABT | Abbott Laboratories | -0.5% | -85.05% | 减仓 |
| 36 | WHR | Whirlpool CORP | -0.5% | -85.97% | 减仓 |
| 37 | WFC | Wells Fargo & Co | -1.1% | -76.90% | 减仓 |
| 38 | KSS | Kohls CORP | -1.1% | -90.24% | 减仓 |
| 39 | ABBV | Abbvie INC | -1.1% | -69.32% | 减仓 |
| 40 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | 清仓 |
| 41 | C | Citigroup INC | — | NEW | 新建仓 |
| 42 | ✓ | Claymore Exchange Trd Fd Tr | — | EXIT | 清仓 |
| 43 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | — | EXIT | 清仓 |
| 44 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | 清仓 |
| 45 | ✓ | Powershares ETF Tr Ii | — | NEW | 新建仓 |
| 46 | ✓ | Claymore Exchange Trd Fd Tr | — | EXIT | 清仓 |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | 清仓 |
| 48 | ✓ | Claymore Exchange Trd Fd Tr | — | EXIT | 清仓 |
| 49 | SSO | Proshares Ultra S&p500 | — | EXIT | 清仓 |
| 50 | SH1USD | Proshares Short S&p500 | — | NEW | 新建仓 |