CIK: 0001416692
申报总市值
US$6.6亿
仅显示前 200 大持股（共 913 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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 5.84% | — | +7.39% | |
| 2 | ✓ | Rydex ETF Trust | ETF-其他 | 4.50% | — | +1.43% | |
| 3 | ✓ | Rydex ETF Trust | ETF-其他 | 4.05% | — | -5.55% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.08% | — | +4.42% | |
| 5 | GAA | Cambria Global Asset Allocat | ETF-其他 | 2.97% | — | — | |
| 6 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 2.62% | — | +0.03% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.40% | — | +9.50% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.12% | — | -7.45% | |
| 9 | ✓ | Rydex ETF Trust | ETF-其他 | 2.10% | — | +34.40% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.09% | — | +1.89% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.67% | — | +2.20% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.52% | — | +9.31% | |
| 13 | SDIVEUR | Global X Superdividend ETF | ETF-其他 | 1.50% | — | -6.92% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.45% | — | +2.57% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.43% | — | +0.88% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | — | +10.00% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.17% | — | +3.16% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 1.16% | — | +1.85% | |
| 19 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.07% | — | +3.81% | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.04% | — | +522.26% | |
| 21 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.93% | — | +32.15% | |
| 22 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.93% | — | +0.70% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.90% | — | +1060.65% | |
| 24 | BCE | Bce INC | 股票-通信服务 | 0.85% | — | -4.06% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | — | +6.15% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.77% | — | +21395.65% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.71% | — | -0.29% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.71% | — | — | |
| 29 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.69% | — | +12.20% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | — | +18.15% | |
| 31 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.66% | — | +9.09% | |
| 32 | REZ | Ishars Res And Multi Reales | ETF-其他 | 0.63% | — | -3.13% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | — | +26.59% | |
| 34 | MIC2EUR | Macquarie Infrastructure Hol | 股票-其他 | 0.62% | — | +0.02% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | — | +0.19% | |
| 36 | ✓ | Airgas INC | 股票-其他 | 0.53% | — | — | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | +6.71% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.52% | — | +3.92% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.52% | — | — | |
| 40 | ✓ | Pharmacyclics INC | 股票-其他 | 0.50% | — | — | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.49% | — | -3.59% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.49% | — | +0.62% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.47% | — | -3.33% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | — | -22.05% | |
| 45 | KMI | Kinder Morgan INC | 股票-能源 | 0.44% | — | +10.26% | |
| 46 | MKL | Markel Group INC | 股票-金融 | 0.44% | — | -5.49% | |
| 47 | WMB | Williams Cos INC | 股票-能源 | 0.43% | — | +63.60% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.43% | — | -9.02% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +0.98% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | — | -1.89% |