CIK: 0001588186
申报总市值
US$11.2亿
仅显示前 200 大持股（共 972 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.96% | -0.32% | +13.12% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 5.02% | — | +0.03% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.23% | -0.01% | -0.15% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.78% | +0.15% | +0.62% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.59% | — | +20.55% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.96% | +0.03% | +80.40% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | +0.07% | +5.49% | |
| 8 | EPD | Enterprise Products Partners | 股票-能源 | 1.55% | +0.06% | +5.18% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.49% | +0.09% | +106.98% | |
| 10 | CSCO | Cisco Systems INC | 股票-科技 | 1.49% | — | +7.36% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | -0.36% | +2.46% | |
| 12 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 1.34% | -0.44% | +4.93% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.30% | — | -16.71% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.17% | — | — | |
| 15 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.16% | — | +0.63% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.08% | — | -1.69% | |
| 17 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.00% | — | +1.13% | |
| 18 | KIM | Kimco Realty CORP | 股票-房地产 | 0.90% | — | +5.05% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | — | +1.07% | |
| 20 | BBTUSD | Bb&t CORP | 股票-其他 | 0.87% | -0.18% | +0.22% | |
| 21 | OKE | Oneok INC | 股票-能源 | 0.87% | +0.07% | +5.68% | |
| 22 | IP | International Paper Co | 股票-周期性消费 | 0.86% | — | +4.21% | |
| 23 | TXN | Texas Instruments INC | 股票-科技 | 0.85% | +0.09% | -4.84% | |
| 24 | JWNUSD | Nordstrom INC | 股票-其他 | 0.84% | -0.28% | +20.04% | |
| 25 | ✓ | Intercontinental Hotels | 股票-其他 | 0.82% | — | +2.66% | |
| 26 | TSS | Total System Services INC | 股票-其他 | 0.80% | — | -0.27% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.79% | -0.27% | +34.99% | |
| 28 | SNY | Sanofi-adr | 股票-医疗保健 | 0.79% | +0.07% | +6.39% | |
| 29 | PNC | Pnc Financial Services Group | 股票-金融 | 0.78% | — | +1.44% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.77% | — | +5.19% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.76% | — | -27.11% | |
| 32 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.74% | — | -11.95% | |
| 33 | NBL2EUR | Noble Energy INC | 股票-其他 | 0.73% | +0.06% | -24.39% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.72% | — | -1.53% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -1.42% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.71% | — | +2.89% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.71% | — | +1097.75% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | — | +3.30% | |
| 39 | SWK | Stanley Black & Decker INC | 股票-工业 | 0.68% | -0.42% | +0.41% | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.68% | — | +796.53% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.66% | — | +2.07% | |
| 42 | D | Dominion Energy, Inc. | 股票-公用事业 | 0.65% | -0.19% | +3.08% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.65% | +0.11% | +34.21% | |
| 44 | CCI | Crown Castle INC | 股票-房地产 | 0.62% | +0.13% | +2.43% | |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.60% | -0.66% | EXIT | |
| 46 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.59% | — | +1.14% | |
| 47 | UL | Unilever PLC | 股票-非周期性消费 | 0.56% | — | +3.63% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.56% | -0.21% | -9.44% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | — | -0.49% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.54% | — | +6.07% |