CIK: 0001534468
申报总市值
US$202.0亿
仅显示前 200 大持股（共 836 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.46% | -0.17% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.65% | -0.54% | +0.03% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.60% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.17% | +0.08% | +0.85% | |
| 5 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 2.12% | — | — | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.05% | — | — | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.64% | — | — | |
| 8 | O | Realty Income CORP | 股票-房地产 | 1.53% | — | — | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.43% | — | — | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | — | — | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | — | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | +0.06% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | +0.11% | — | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.07% | — | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | +0.09% | — | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | — | — | |
| 17 | T | At&t INC | 股票-通信服务 | 0.94% | — | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.92% | — | — | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.89% | — | — | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.88% | — | — | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.86% | — | — | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | — | — | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.79% | — | — | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.77% | — | — | |
| 25 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.76% | — | — | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.74% | — | — | |
| 27 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.73% | — | — | |
| 28 | ✓ | Invesco S&p 500 Downsidehedged ETF | ETF-大型股与成长 | 0.73% | — | — | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.69% | — | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | — | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | — | |
| 32 | IDV | Ishares International Select | ETF-其他 | 0.62% | — | — | |
| 33 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 0.59% | — | — | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.59% | — | — | |
| 35 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.58% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | — | — | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.53% | — | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | — | |
| 39 | MMM | 3m Co | 股票-工业 | 0.51% | — | — | |
| 40 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.49% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | — | |
| 42 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.47% | — | +0.27% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | -0.02% | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | — | |
| 45 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.44% | — | — | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.44% | — | — | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.42% | — | — | |
| 48 | KMI | Kinder Morgan INC | 股票-能源 | 0.42% | — | — | |
| 49 | ✓ | 股票-其他 | 0.42% | — | — | ||
| 50 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.40% | — | — |