CIK: 0001567784
申报总市值
US$18.8亿
仅显示前 200 大持股（共 1259 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 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 14.11% | — | +5.27% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 10.42% | — | +0.38% | |
| 3 | ✓ | Exchange Listed Fds Tr | 股票-其他 | 4.05% | — | +1.95% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.65% | — | +11.09% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.60% | — | +17.01% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.40% | — | +33.70% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.37% | — | +11.64% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.08% | — | +0.02% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | — | -0.82% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | — | +6.11% | |
| 11 | ✓ | Global X Fds | 股票-其他 | 1.60% | — | +7.53% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.53% | — | -0.62% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.48% | — | -0.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | — | -0.70% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.48% | — | +5.88% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | — | -3.41% | |
| 17 | MLPXUSD | Global X Mlp & Energy Infras | ETF-其他 | 1.38% | — | -2.28% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.33% | — | +39.05% | |
| 19 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 1.18% | — | +46.17% | |
| 20 | DOW | Dow Chem Co | 股票-原材料 | 1.03% | — | -0.58% | |
| 21 | PH | Parker-Hannifin Corporation | 股票-工业 | 0.99% | — | -5.59% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | — | -0.95% | |
| 23 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.93% | — | +349.80% | |
| 24 | BBTUSD | Bb&t CORP | 股票-其他 | 0.92% | — | -1.06% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | +14.09% | |
| 26 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.88% | — | +26.43% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.86% | — | +33.87% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.76% | — | +31.09% | |
| 29 | ENB | Enbridge INC | 股票-能源 | 0.70% | — | — | |
| 30 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.68% | — | -1.52% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.64% | — | +23.50% | |
| 32 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.63% | — | -0.34% | |
| 33 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.59% | — | +41.64% | |
| 34 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.59% | — | -2.70% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -0.47% | |
| 36 | ✓ | Powershares Global ETF Trust E | ETF-其他 | 0.52% | — | -25.44% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | — | -14.49% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | +22.55% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.48% | — | +1159.97% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | -0.29% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | +8.03% | |
| 42 | PDP | Invesco Dwa Momentum ETF | ETF-其他 | 0.41% | — | +61.56% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.41% | — | +0.08% | |
| 44 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.40% | — | -1.79% | |
| 45 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 0.39% | — | +100.95% | |
| 46 | AMAT | Applied Materials INC | 股票-科技 | 0.38% | — | -6.40% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.37% | — | -4.81% | |
| 48 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.34% | — | -1.27% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.34% | — | -1.53% | |
| 50 | LOB | Live Oak Bancshares INC | 股票-其他 | 0.33% | — | -22.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.7% | +349.80% | 加仓 |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | +0.5% | +33.70% | 加仓 |
| 3 | AXP | American Express Co | +0.4% | +1159.97% | 加仓 |
| 4 | PXF | Invesco Ftse Rafi Developed | +0.3% | +46.17% | 加仓 |
| 5 | DUK | Duke Energy CORP | +0.3% | +39.05% | 加仓 |
| 6 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | +11.09% | 加仓 |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | +17.01% | 加仓 |
| 8 | AAPL | Apple INC | +0.2% | +0.02% | 加仓 |
| 9 | PFE | Pfizer INC | +0.2% | +33.87% | 加仓 |
| 10 | ✓ | FTSE RAFI US 1500 Small Cap | +0.2% | +100.95% | 加仓 |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +200.02% | 加仓 |
| 12 | JPIN | JPM Diversified Ret Intl Eq | +0.2% | +26.43% | 加仓 |
| 13 | PDP | Invesco Dwa Momentum ETF | +0.2% | +61.56% | 加仓 |
| 14 | ✓ | Scana CORP New | +0.2% | +130.49% | 加仓 |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +31.09% | 加仓 |
| 16 | ✓ | Powershares ETF Tr Ii | +0.1% | +41.64% | 加仓 |
| 17 | VXF | Vanguard Extended Market ETF | +0.1% | +82.83% | 加仓 |
| 18 | CATO | Cato Corp-class A | +0.1% | +5212.90% | 加仓 |
| 19 | AGZD | Wisdomtree Trust Wisdomtree | +0.1% | +100.43% | 加仓 |
| 20 | DGRO | Ishares Core Dividend Growth | +0.1% | +70.67% | 加仓 |
| 21 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +109.82% | 加仓 |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.09% | 加仓 |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +23.50% | 加仓 |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +22.55% | 加仓 |
| 25 | RWO | State Street Spdr Dow Jones | +0.1% | +86.99% | 加仓 |
| 26 | ENFR | Alerian Energy Infrastructur | +0.1% | +59.51% | 加仓 |
| 27 | AMGN | Amgen INC | +0.1% | +45.25% | 加仓 |
| 28 | DUK | Du Pont E I De Nemour&Co | +0.1% | +36.75% | 加仓 |
| 29 | PM | Philip Morris International | 0% | +0.08% | 加仓 |
| 30 | ✓ | Global X Fds | 0% | +7.53% | 加仓 |
| 31 | VIG | Vanguard Dividend Apprec ETF | — | +5.88% | 加仓 |
| 32 | LOW | Lowe's Cos INC | — | -2.70% | 减仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.11% | 加仓 |
| 34 | DOW | Dow Chem Co | 0% | -0.58% | 减仓 |
| 35 | PH | Parker-Hannifin Corporation | 0% | -5.59% | 减仓 |
| 36 | ✓ | Exchange Listed Fds Tr | 0% | +1.95% | 加仓 |
| 37 | GSLC | Goldman Activebeta US Lc ETF | -0.1% | -0.08% | 减仓 |
| 38 | MSFT | Microsoft CORP | -0.1% | -0.82% | 减仓 |
| 39 | SYY | Sysco CORP | -0.1% | -28.92% | 减仓 |
| 40 | KO | Coca-cola Co/the | -0.1% | -14.49% | 减仓 |
| 41 | ✓ | Powershares Global ETF Trust E | -0.2% | -25.44% | 减仓 |
| 42 | AEP | American Electric Power Company, Inc. | -0.3% | -0.62% | 减仓 |
| 43 | PRFUSD | Invesco Ftse Rafi US 1000 Et | -0.5% | +5.27% | 加仓 |
| 44 | USMV | Ishares Msci USA Min Vol Fac | -0.6% | +0.38% | 加仓 |
| 45 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | -0.8% | -95.49% | 减仓 |
| 46 | ENB | Enbridge INC | — | NEW | 新建仓 |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | ✓ | Indexiq ETF Tr | — | NEW | 新建仓 |
| 49 | ✓ | Powershares ETF Tr Ii | — | NEW | 新建仓 |
| 50 | ✓ | Velocityshares Vix Short-trm | — | EXIT | 清仓 |