CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 469 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 | 6.21% | -0.14% | -6.71% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 4.88% | -0.61% | +0.75% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.93% | — | +2.48% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.59% | -0.83% | -0.15% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.52% | — | -0.53% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.23% | +0.20% | +1.12% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.12% | +0.33% | -1.71% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.06% | — | -21.36% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | +0.33% | +2.90% | |
| 10 | T | At&t INC | 股票-通信服务 | 1.94% | +0.07% | +2.11% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.68% | — | +2.54% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.65% | +0.22% | +3.09% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | — | — | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.58% | — | -0.22% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.51% | -0.08% | +7.21% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.49% | — | +1.65% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 1.47% | +0.09% | +0.90% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.44% | — | +1.81% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.43% | — | +1.57% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.42% | -0.11% | -8.20% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.39% | +0.21% | -0.71% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.32% | — | -2.00% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.32% | — | +0.63% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.28% | — | +1.59% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.23% | — | -8.13% | |
| 26 | MMM | 3m Co | 股票-工业 | 1.15% | — | -1.85% | |
| 27 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 1.11% | — | — | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 1.08% | — | +4.69% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.73% | -1.09% | |
| 30 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.93% | — | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.93% | — | -0.10% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.23% | +2.66% | |
| 33 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.87% | — | +3.25% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.86% | — | +0.40% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | +0.11% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.84% | -0.09% | +5.80% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.83% | — | +1.51% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.22% | -0.41% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.78% | — | +9.51% | |
| 40 | DOW | Dow Chem Co | 股票-原材料 | 0.75% | — | +9.75% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 0.74% | — | +1.55% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.72% | — | -0.28% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.72% | — | +0.05% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.70% | — | +8.20% | |
| 45 | D | Dominion Energy INC | 股票-公用事业 | 0.70% | — | -1.19% | |
| 46 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.69% | — | +57.57% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.65% | — | +0.05% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.64% | — | -7.44% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.64% | +0.11% | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.60% | — | -4.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | -0.15% | 减仓 |
| 2 | JPIN | JPM Diversified Ret Intl Eq | +0.3% | +57.57% | 加仓 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +2.48% | 加仓 |
| 4 | INTC | Intel CORP | +0.1% | +0.63% | 加仓 |
| 5 | CSCO | Cisco Systems INC | +0.1% | +4.69% | 加仓 |
| 6 | IBM | Intl Business Machines CORP | +0.1% | +0.75% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.21% | 加仓 |
| 8 | GILD | Gilead Sciences INC | +0.1% | +78.11% | 加仓 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.53% | 减仓 |
| 10 | MSFT | Microsoft CORP | +0.1% | -1.09% | 减仓 |
| 11 | DOW | Dow Chem Co | +0.1% | +9.75% | 加仓 |
| 12 | ITW | Illinois Tool Works | +0.1% | -0.28% | 减仓 |
| 13 | USDU | Wisdomtree Bbg Usd Bullish | +0.1% | +19.13% | 加仓 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +1.81% | 加仓 |
| 15 | NBTB | N B T Bancorp INC | +0.1% | +3.89% | 加仓 |
| 16 | SCHA | Schwab US Small-cap ETF | +0.1% | +26.30% | 加仓 |
| 17 | MRK | Merck & Co. INC. | +0.1% | -0.71% | 减仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +2.66% | 加仓 |
| 19 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +8.20% | 加仓 |
| 20 | CVS | Cvs Health CORP | +0.1% | +40.96% | 加仓 |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | +6.36% | 加仓 |
| 22 | PFF | Ishares Preferred & Income S | 0% | +9.51% | 加仓 |
| 23 | IEMG | Ishares Core Msci Emerging | 0% | +0.05% | 加仓 |
| 24 | USB | US Bancorp | 0% | +5.95% | 加仓 |
| 25 | CMI | Cummins INC | 0% | +1.65% | 加仓 |
| 26 | MDY | State Street Spdr S&p Midcap | 0% | +1.57% | 加仓 |
| 27 | ABBV | Abbvie INC | 0% | +5.80% | 加仓 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不变 |
| 29 | PEP | Pepsico INC | 0% | +0.90% | 加仓 |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | — | +1.65% | 加仓 |
| 31 | ✓ | -0.1% | -99.26% | 减仓 | |
| 32 | NVS | Novartis Ag-sponsored Adr | -0.1% | -4.71% | 减仓 |
| 33 | BND | Vanguard Total Bond Market | -0.1% | -7.44% | 减仓 |
| 34 | GIS | General Mills INC | -0.1% | -2.85% | 减仓 |
| 35 | PEG | Public Service Enterprise Gp | -0.1% | +3.25% | 加仓 |
| 36 | KO | Coca-cola Co/the | -0.1% | +1.59% | 加仓 |
| 37 | IWD | Ishares Russell 1000 Value E | -0.1% | -8.13% | 减仓 |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | -8.20% | 减仓 |
| 39 | AEP | American Electric Power Company, Inc. | -0.1% | +2.54% | 加仓 |
| 40 | BMY | Bristol-myers Squibb Co | -0.1% | +4.45% | 加仓 |
| 41 | VZ | Verizon Communications INC | -0.1% | +3.09% | 加仓 |
| 42 | T | At&t INC | -0.1% | +2.11% | 加仓 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +2.90% | 加仓 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.5% | -6.71% | 减仓 |
| 45 | USMV | Ishares Msci USA Min Vol Fac | -0.7% | -21.36% | 减仓 |
| 46 | JPUS | Jpmorgan Div Ret US Eq ETF | — | NEW | 新建仓 |
| 47 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | — | NEW | 新建仓 |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | ✓ | Powershs Db US Dollar Index | — | NEW | 新建仓 |
| 50 | JNJ | Johnson & Johnson | — | EXIT | 清仓 |