CIK: 0001568132
申报总市值
US$10.5亿
仅显示前 200 大持股（共 300 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 | 18.28% | -0.68% | +1.57% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 14.04% | — | -3.65% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 12.42% | — | -1.81% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.41% | +0.68% | -6.08% | |
| 5 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 5.94% | — | +3.48% | |
| 6 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 5.80% | — | +27.66% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 4.66% | -1.27% | -7.81% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.62% | +0.11% | +14304.40% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.56% | — | — | |
| 10 | PTH | Invesco Dorsey Wright Health | ETF-其他 | 2.13% | — | -10.65% | |
| 11 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.09% | — | +0.72% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.60% | -0.06% | -4.18% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.53% | — | -5.84% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.47% | — | -6.11% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.45% | -0.05% | +4.30% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.38% | — | +424385.00% | |
| 17 | PSCD | Invesco S&p Smallcap Consume | ETF-其他 | 1.34% | — | — | |
| 18 | FETUSD | Forum Energy Technologies In | 股票-其他 | 1.14% | — | — | |
| 19 | IEO | Ishares U.s. Oil & Gas Explo | ETF-其他 | 1.08% | — | -1.00% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.13% | -0.49% | |
| 21 | PXI | Invesco Dorsey Wright Energy | ETF-其他 | 0.95% | — | +35.80% | |
| 22 | PTF | Invesco Dorsey Wright Tech | ETF-科技型 | 0.94% | — | — | |
| 23 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.48% | — | -1.27% | |
| 24 | PXE | Invesco Energy Exploration | ETF-其他 | 0.46% | — | -7.59% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.42% | +0.04% | +3.01% | |
| 26 | MAIN | Main Street Capital CORP | 股票-金融 | 0.41% | — | -0.81% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.34% | — | — | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.32% | — | — | |
| 29 | AAL | American Airlines Group INC | 股票-工业 | 0.23% | — | — | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.22% | +2.35% | — | |
| 31 | BFST | Business First Bancshares | 股票-其他 | 0.17% | — | — | |
| 32 | MO | Altria Group INC | 股票-非周期性消费 | 0.15% | — | — | |
| 33 | SLB | Slb LTD | 股票-能源 | 0.14% | — | +0.02% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.14% | — | — | |
| 35 | PSX | Phillips 66 | 股票-能源 | 0.11% | — | +2.17% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.10% | — | — | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.10% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.10% | +1.63% | -34.47% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.10% | — | -2.14% | |
| 40 | AXP | American Express Company | 股票-金融 | 0.10% | — | — | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.10% | — | — | |
| 42 | T | At&t INC | 股票-通信服务 | 0.09% | — | +0.07% | |
| 43 | STMP | Stamps.com INC | 股票-其他 | 0.09% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.09% | — | — | |
| 45 | DUK | Duke Energy CORP | 股票-公用事业 | 0.08% | — | — | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.08% | — | — | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.08% | — | — | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.07% | — | -10.00% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.07% | — | — | |
| 50 | COP | Conocophillips | 股票-能源 | 0.07% | — | +0.17% |