CIK: 0001596920
申报总市值
US$2.2亿
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 14.54% | -0.01% | +112.83% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 10.93% | — | +46.84% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 10.47% | — | +8.51% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 10.17% | — | -2.05% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 8.70% | — | -6.15% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.27% | +1.76% | -13.11% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 5.94% | — | -1.92% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.73% | — | +7.23% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.73% | — | -25.22% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-其他 | 2.54% | — | -11.78% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.53% | — | +18.73% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.18% | — | +21.28% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.78% | — | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | — | +185.80% | |
| 15 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 0.91% | — | +279.01% | |
| 16 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.86% | — | — | |
| 17 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 0.82% | — | -20.82% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | — | +55.64% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | -1.64% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 0.60% | +0.29% | — | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.59% | — | +80.49% | |
| 22 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.57% | +0.35% | +7.88% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.57% | +0.14% | +1.22% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.45% | — | +3.48% | |
| 25 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.33% | — | — | |
| 26 | ✓ | Proshares Tr | 股票-其他 | 0.29% | — | — | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | — | +4.32% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.24% | — | +0.47% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.23% | — | -73.74% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.22% | — | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.21% | — | +64.36% | |
| 32 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.20% | — | -0.44% | |
| 33 | BBTUSD | Bb&t CORP | 股票-其他 | 0.19% | — | -0.80% | |
| 34 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.19% | — | +24.49% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.18% | — | — | |
| 36 | ANETEUR | Arista Networks INC | 股票-其他 | 0.13% | — | — | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.12% | -0.01% | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.12% | — | +6.45% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.12% | — | — | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.11% | -0.04% | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | -48.81% | |
| 42 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.11% | — | -54.90% | |
| 43 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 0.10% | — | — | |
| 44 | WPC | Wp Carey INC | 股票-房地产 | 0.10% | — | — | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.10% | -0.02% | — | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.10% | +0.04% | — | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.10% | — | +567.08% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.10% | — | -6.16% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.09% | — | — | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.09% | — | — |