CIK: 0001591379
申报总市值
US$10.0亿
仅显示前 200 大持股（共 202 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 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 5.71% | — | +0.34% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 5.19% | -0.10% | -1.28% | |
| 3 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 3.00% | — | +2.57% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.93% | — | +0.90% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.62% | — | -4.01% | |
| 6 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.61% | — | +1.60% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.02% | -0.41% | -0.11% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | — | -0.80% | |
| 9 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.80% | — | -15.63% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.80% | — | +1.11% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.68% | — | -2.22% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工业 | 1.54% | -0.11% | -0.51% | |
| 13 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.52% | — | -4.18% | |
| 14 | ENB | Enbridge INC | 股票-能源 | 1.29% | — | +2.01% | |
| 15 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.25% | — | +0.58% | |
| 16 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.21% | — | — | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.19% | — | +7.90% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.18% | -0.11% | -5.56% | |
| 19 | TXN | Texas Instruments INC | 股票-科技 | 1.11% | — | -8.82% | |
| 20 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.09% | — | -4.05% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 1.08% | — | -2.79% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.07% | -0.10% | -22.82% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.12% | +2.86% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 1.02% | — | +0.68% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | -0.29% | -2.75% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.01% | +0.41% | -2.32% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.99% | -0.28% | +6.60% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.95% | — | +2.24% | |
| 29 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.93% | — | -1.48% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.92% | — | -1.54% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.86% | — | -1.10% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.81% | — | -1.44% | |
| 33 | WM | Waste Management INC | 股票-工业 | 0.81% | — | -1.73% | |
| 34 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.79% | — | -0.89% | |
| 35 | O | Realty Income CORP | 股票-房地产 | 0.79% | — | -0.73% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | +0.34% | -0.61% | |
| 37 | SRCUSD | Spirit Realty Capital INC | 股票-其他 | 0.75% | — | +1.51% | |
| 38 | EMMF | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.75% | — | -0.96% | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.74% | -0.22% | -0.42% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | — | -1.09% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.73% | — | -1.38% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.72% | — | +0.38% | |
| 43 | EMLP | First Trust North American E | ETF-其他 | 0.72% | — | -16.33% | |
| 44 | CMP | Compass Minerals Internation | 股票-其他 | 0.72% | — | -0.34% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | -1.38% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | -0.14% | +21.40% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.67% | — | -2.37% | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.24% | -8.90% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +9.24% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | -14.56% |