CIK: 0001591379
申报总市值
US$10.0亿
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 6.68% | -0.10% | -11.43% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.49% | -0.11% | +66.06% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 3.08% | — | -0.10% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.75% | — | -1.73% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 2.47% | — | -1.15% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.47% | — | -0.58% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.24% | +0.22% | -2.21% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.07% | -0.28% | -0.28% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.98% | — | +18.98% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.89% | -0.41% | -0.57% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.88% | — | +3.31% | |
| 12 | ENB | Enbridge INC | 股票-能源 | 1.67% | — | +7.12% | |
| 13 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 1.47% | — | -25.45% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.43% | — | -1.22% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.42% | — | +0.58% | |
| 16 | D | Dominion Energy INC | 股票-公用事业 | 1.42% | — | -1.01% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.41% | — | -0.87% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 1.40% | -0.11% | -0.84% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.33% | — | +48.17% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.18% | — | -1.46% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 1.17% | -0.29% | -0.86% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事业 | 1.16% | — | -1.20% | |
| 23 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 1.13% | — | -24.19% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.12% | -0.13% | -1.71% | |
| 25 | GIS | General Mills INC | 股票-非周期性消费 | 1.09% | — | -1.76% | |
| 26 | EMLP | First Trust North American E | ETF-其他 | 1.07% | — | -1.34% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | — | -0.77% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 1.06% | — | -1.47% | |
| 29 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.02% | — | -0.36% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.34% | -14.58% | |
| 31 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.97% | — | — | |
| 32 | T | At&t INC | 股票-通信服务 | 0.91% | — | -0.87% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | -95.48% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.12% | -0.96% | |
| 35 | WM | Waste Management INC | 股票-工业 | 0.87% | — | -1.73% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.86% | — | -0.24% | |
| 37 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.85% | — | -1.33% | |
| 38 | ETN | Eaton Corporation plc | 股票-工业 | 0.84% | — | -1.30% | |
| 39 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.83% | — | -0.36% | |
| 40 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.82% | +0.37% | -0.03% | |
| 41 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.82% | — | -0.87% | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.78% | +0.13% | -1.25% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.78% | — | -34.35% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | +0.41% | -8.97% | |
| 45 | AAPL | Apple INC | 股票-科技 | 0.71% | -0.11% | -48.61% | |
| 46 | VTR | Ventas INC | 股票-房地产 | 0.70% | — | -0.99% | |
| 47 | SNY | Sanofi-adr | 股票-医疗保健 | 0.70% | — | +3.16% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.65% | — | -24.60% | |
| 49 | CMP | Compass Minerals Internation | 股票-其他 | 0.64% | — | -1.71% | |
| 50 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.62% | — | +1.19% |