CIK: 0001624758
申报总市值
US$38.1亿
仅显示前 200 大持股(共 325 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 13.40% | — | -0.78% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.57% | — | -1.58% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.02% | +0.88% | NEW | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.90% | +0.57% | NEW | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.77% | — | +6.49% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.55% | — | +4.61% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.34% | — | +4.46% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.26% | — | +3.42% | |
| 9 | BWX | State Street Spdr Bloomberg | ETF-其他 | 2.24% | — | +5.55% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.11% | — | +7.78% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.55% | — | +5.59% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.52% | — | +5.72% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.46% | — | +11.93% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.24% | — | +4.29% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | — | +1.26% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.11% | — | +3.28% | |
| 17 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.10% | — | +4.48% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.02% | — | +5.34% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.00% | — | +5.90% | |
| 20 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.96% | — | -1.73% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | — | -1.16% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.83% | — | -0.92% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | — | -0.75% | |
| 24 | IGE | Ishares North American Natur | ETF-其他 | 0.81% | — | +1.28% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | -1.21% | |
| 26 | NEE | Nextera Energy INC | 股票-公用事业 | 0.76% | — | -2.36% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.75% | — | -1.08% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.71% | — | +0.87% | |
| 29 | ✓ | Powershares | 股票-其他 | 0.71% | — | +0.99% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.70% | — | -0.11% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.68% | — | — | |
| 32 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 0.68% | — | +8.07% | |
| 33 | ✓ | Cbs CORP New | 股票-其他 | 0.67% | — | -0.71% | |
| 34 | ✓ | 股票-其他 | 0.63% | — | -3.81% | ||
| 35 | MET | Metlife INC | 股票-金融 | 0.61% | — | +1.09% | |
| 36 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.60% | — | +1.06% | |
| 37 | CTAS | Cintas CORP | 股票-工业 | 0.60% | — | +0.34% | |
| 38 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.59% | — | -0.60% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.58% | — | -1.89% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.58% | — | +0.45% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | — | -12.14% | |
| 42 | BEN | Franklin Resources INC | 股票-金融 | 0.56% | — | +0.63% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | — | +7.07% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | — | +11.63% | |
| 45 | TUP | Tupperware Brands CORP | 股票-其他 | 0.56% | — | +0.56% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.55% | +3.19% | NEW | |
| 47 | TFX | Teleflex INC | 股票-医疗保健 | 0.54% | — | +0.49% | |
| 48 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.54% | — | +5.24% | |
| 49 | MCHP | Microchip Technology INC | 股票-科技 | 0.53% | — | +1.88% | |
| 50 | BBTUSD | Bb&t CORP | 股票-其他 | 0.53% | — | +1.80% |