CIK: 0001568132
申报总市值
US$10.5亿
仅显示前 200 大持股（共 278 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 33.50% | -0.68% | +147.78% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 14.02% | -0.18% | +49.39% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.93% | +0.68% | +1.80% | |
| 4 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 5.48% | — | +1.87% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 4.59% | -1.27% | +2.95% | |
| 6 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 4.16% | — | +1.05% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.64% | -0.13% | +0.77% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.51% | +0.11% | +14456.00% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.14% | — | +1.74% | |
| 10 | FETUSD | Forum Energy Technologies In | 股票-其他 | 1.97% | — | — | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.80% | — | -0.83% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.49% | -0.06% | +2.01% | |
| 13 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 1.46% | — | — | |
| 14 | ✓ | Invesco Global Listed Private Equity ETF | ETF-其他 | 1.40% | — | — | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.37% | -0.15% | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.36% | -0.05% | +1.17% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.33% | — | +1.86% | |
| 18 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 1.22% | — | +6.02% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.13% | -0.03% | |
| 20 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 1.00% | — | -1.55% | |
| 21 | PTHUSD | Invesco Dwa Healthcare Momen | ETF-其他 | 0.91% | — | — | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.90% | — | +26065.71% | |
| 23 | ✓ | Amg Pantheon Credit Solutions Fd S Cl | 股票-其他 | 0.52% | — | — | |
| 24 | MAIN | Main Street Capital CORP | 股票-金融 | 0.46% | — | -0.21% | |
| 25 | AAL | American Airlines Group INC | 股票-工业 | 0.29% | — | — | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.28% | — | — | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.19% | +0.04% | -5.42% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.16% | +1.63% | — | |
| 29 | SLB | Slb LTD | 股票-能源 | 0.16% | — | -1.92% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.16% | — | — | |
| 31 | ✓ | NXP Semi-conductors - submitte | 股票-其他 | 0.12% | — | — | |
| 32 | BTU | Peabody Energy Corporation | 股票-能源 | 0.12% | — | — | |
| 33 | PCG | P G & E CORP | 股票-公用事业 | 0.12% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | — | -5.48% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.10% | — | -4.44% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.10% | — | -4.84% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.10% | — | — | |
| 38 | DUK | Duke Energy CORP | 股票-公用事业 | 0.10% | — | — | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.09% | — | — | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.09% | — | — | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.09% | — | -4.97% | |
| 42 | SO | Southern Co/the | 股票-公用事业 | 0.09% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | — | |
| 44 | T | At&t INC | 股票-通信服务 | 0.08% | — | +0.07% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.07% | — | — | |
| 46 | AXP | American Express Company | 股票-金融 | 0.06% | — | — | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.06% | — | — | |
| 48 | LUV | Southwest Airlines Co | 股票-工业 | 0.06% | — | — | |
| 49 | ✓ | Griffin Cap Essential Asset | 股票-其他 | 0.06% | — | +1.69% | |
| 50 | ✓ | 股票-其他 | 0.06% | — | — |