CIK: 0001567163
申报总市值
US$5.9亿
仅显示前 200 大持股（共 465 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 | T | At&t INC | 股票-通信服务 | 5.34% | — | +28.13% | |
| 2 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 4.99% | — | -11.95% | |
| 3 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 4.12% | — | -17.37% | |
| 4 | MRK | Merck & Co. INC. | 股票-医疗保健 | 3.98% | +0.13% | -6.35% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 3.79% | — | -2.74% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 3.67% | +0.02% | -3.43% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.25% | — | -15.29% | |
| 8 | WMT | Walmart INC | 股票-非周期性消费 | 3.02% | -0.46% | -3.26% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.63% | +0.08% | +2.31% | |
| 10 | YUM | Yum! Brands INC | 股票-周期性消费 | 2.59% | — | +0.69% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.56% | — | -4.13% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工业 | 2.46% | — | -31.13% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | +0.31% | -9.63% | |
| 14 | MET | Metlife INC | 股票-金融 | 2.23% | — | -11.12% | |
| 15 | BP | Bp Plc-spons Adr | 股票-能源 | 2.09% | -0.02% | -1.21% | |
| 16 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 2.00% | — | +1997.23% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.91% | -0.05% | -25.19% | |
| 18 | ✓ | 股票-其他 | 1.83% | — | +44.71% | ||
| 19 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.82% | — | +31.09% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | +1.61% | — | |
| 21 | GD | General Dynamics CORP | 股票-工业 | 1.74% | +0.06% | -7.41% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -0.05% | -5.13% | |
| 23 | ARI 8.625 PERP A | Apollo Cmmrl Real Est Fi | 股票-其他 | 1.67% | — | +13.39% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 1.55% | — | -35.85% | |
| 25 | AA | Alcoa INC Com | 股票-原材料 | 1.48% | — | +18.71% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | -4.02% | EXIT | |
| 27 | GM | General Motors Co | 股票-周期性消费 | 1.45% | — | -62.80% | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 1.37% | — | -6.68% | |
| 29 | AAPL | Apple INC | 股票-科技 | 1.29% | +0.87% | +3.25% | |
| 30 | EMR | Emerson Electric Co | 股票-工业 | 1.27% | — | +329.95% | |
| 31 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.06% | — | -38.89% | |
| 32 | EPD | Enterprise Products Partners | 股票-能源 | 1.03% | — | +28.99% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.90% | — | +1949.61% | |
| 34 | IVR 7.75 PERP A | Invesco Mortgage Capital | 股票-其他 | 0.85% | — | +759.11% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.70% | — | +3.48% | |
| 36 | ✓ | 股票-其他 | 0.69% | — | — | ||
| 37 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.58% | — | -14.23% | |
| 38 | RTN1USD | Raytheon Company | 股票-其他 | 0.56% | — | +3.28% | |
| 39 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.56% | — | +32.48% | |
| 40 | WEP | Magellan Midstream Partners | 股票-其他 | 0.52% | — | +923.05% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -3.56% | |
| 42 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.47% | — | -2.38% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.42% | -0.03% | -4.31% | |
| 44 | ✓ | Integrated Electricl N | 股票-其他 | 0.42% | — | -18.26% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | +0.09% | +0.73% | |
| 46 | DB 8.05 PERP | Db Cont Capital Trust V | 股票-金融 | 0.40% | — | +29.87% | |
| 47 | XEADX | Allspring Income Opport | 股票-其他 | 0.40% | — | — | |
| 48 | ✓ | Linkedin CORP | 股票-其他 | 0.38% | — | -76.37% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | — | — | |
| 50 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.38% | — | +305.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | 1JFD | Pimco Dynamic Credit And Mor | +1.9% | +1997.23% | 加仓 |
| 2 | T | At&t INC | +1.4% | +28.13% | 加仓 |
| 3 | EMR | Emerson Electric Co | +1% | +329.95% | 加仓 |
| 4 | QCOM | Qualcomm INC | +0.9% | +1949.61% | 加仓 |
| 5 | IVR 7.75 PERP A | Invesco Mortgage Capital | +0.7% | +759.11% | 加仓 |
| 6 | ✓ | +0.6% | +44.71% | 加仓 | |
| 7 | WEP | Magellan Midstream Partners | +0.5% | +923.05% | 加仓 |
| 8 | AMJEUR | Jpmorgan Alerian Mlp Index | +0.4% | +31.09% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.3% | +2.31% | 加仓 |
| 10 | XLE | Ss Energy Select Sector | +0.3% | +3408.75% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.3% | -5.13% | 减仓 |
| 12 | EPD | Enterprise Products Partners | +0.3% | +28.99% | 加仓 |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | +0.3% | +305.38% | 加仓 |
| 14 | ABBV | Abbvie INC | +0.3% | -2.74% | 减仓 |
| 15 | AA | Alcoa INC Com | +0.3% | +18.71% | 加仓 |
| 16 | ARI 8.625 PERP A | Apollo Cmmrl Real Est Fi | +0.2% | +13.39% | 加仓 |
| 17 | BAC | Bank Of America CORP | +0.2% | -3.43% | 减仓 |
| 18 | XOM | Exxon Mobil CORP | +0.2% | +8.00% | 加仓 |
| 19 | CELG | Celgene CORP | +0.2% | +240.99% | 加仓 |
| 20 | MDT | Medtronic plc | +0.2% | +91.95% | 加仓 |
| 21 | YUM | Yum! Brands INC | -0.2% | +0.69% | 加仓 |
| 22 | MET | Metlife INC | -0.2% | -11.12% | 减仓 |
| 23 | ET | Energy Transfer LP | -0.2% | -86.60% | 减仓 |
| 24 | WMT | Walmart INC | -0.3% | -3.26% | 减仓 |
| 25 | TWO | Two Harbors Investment Corp. | -0.3% | -50.64% | 减仓 |
| 26 | CVX | Chevron CORP | -0.3% | -25.19% | 减仓 |
| 27 | DIS | Walt Disney Co/the | -0.4% | -15.29% | 减仓 |
| 28 | ✓ | -0.5% | -67.12% | 减仓 | |
| 29 | PMT | Pennymac Mortgage Investment | -0.5% | -62.72% | 减仓 |
| 30 | FEZ | State Street Spdr Euro Stoxx | -0.6% | -75.70% | 减仓 |
| 31 | XRX | Xerox Holdings Corporation | -0.7% | -97.31% | 减仓 |
| 32 | AMLPUSD | Alerian Mlp ETF | -0.7% | -38.89% | 减仓 |
| 33 | HEDJ | Wisdomtree Europe Hedged Equ | -0.7% | -11.95% | 减仓 |
| 34 | PFE | Pfizer INC | -0.8% | -35.85% | 减仓 |
| 35 | BABA | Alibaba Group Holding-sp Adr | -0.9% | -87.96% | 减仓 |
| 36 | ✓ | Linkedin CORP | -1% | -76.37% | 减仓 |
| 37 | UPS | United Parcel Service-cl B | -1.2% | -31.13% | 减仓 |
| 38 | FEYECHF | Mandiant INC | -1.4% | -69.46% | 减仓 |
| 39 | GM | General Motors Co | -1.9% | -62.80% | 减仓 |
| 40 | GOOG | Alphabet A | — | EXIT | 清仓 |
| 41 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 42 | PAA | Plains All Amer Pipeline LP | — | EXIT | 清仓 |
| 43 | XEADX | Allspring Income Opport | — | NEW | 新建仓 |
| 44 | HYT | Blackrock CORP Hi Yld | — | NEW | 新建仓 |
| 45 | HPE | Hewlett-Packard Company | — | EXIT | 清仓 |
| 46 | SO | Southern Co/the | — | EXIT | 清仓 |
| 47 | BIT | Blackrock Multi-sector INC | — | NEW | 新建仓 |
| 48 | RITM | Rithm Capital CORP | — | NEW | 新建仓 |
| 49 | HPE | Hewlett Packard Enterprise | — | NEW | 新建仓 |
| 50 | GIEQ | Goldman Sachs Data Enhanced International Equity ETF | — | EXIT | 清仓 |