CIK: 0001512647
申报总市值
US$29.8亿
仅显示前 200 大持股(共 1002 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.77% | — | +246.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.15% | +0.04% | +1.40% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.01% | +0.75% | +2.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.22% | +0.03% | +40.65% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.17% | — | -2.62% | |
| 6 | ARL | American Realty Capital Properties Inc | 股票-其他 | 1.12% | — | +156.82% | |
| 7 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 1.03% | — | — | |
| 8 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.03% | — | -13.23% | |
| 9 | T | At&t INC | 股票-通信服务 | 0.99% | — | +9.04% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | — | -6.87% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.91% | — | +8.05% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.84% | — | +113.22% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.78% | — | +13.39% | |
| 14 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.73% | — | -25.03% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.66% | — | +5.54% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | — | +43.24% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | — | +11.95% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | -15.00% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +9.04% | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 0.62% | +0.08% | +14.14% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | — | +10.05% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | +19.37% | |
| 23 | MBB | Ishares Mbs ETF | ETF-其他 | 0.58% | — | -16.54% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | +15.69% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +9.39% | |
| 26 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.56% | — | -10.53% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | -0.67% | |
| 28 | PDP | Invesco Dwa Momentum ETF | ETF-其他 | 0.54% | — | +518.33% | |
| 29 | O | Realty Income CORP | 股票-房地产 | 0.53% | — | +108.19% | |
| 30 | ✓ | Powershares | 股票-其他 | 0.53% | — | +44.27% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.51% | — | +1063.42% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.51% | — | +33.79% | |
| 33 | DOW | Dow Chem Co | 股票-原材料 | 0.49% | — | +1.12% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.48% | — | -1.68% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.48% | — | +4.52% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | -0.37% | +212.89% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | — | -2.83% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.46% | — | +53.96% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.46% | +0.14% | -12.03% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.45% | +0.16% | +3.79% | |
| 41 | GOOG | Alphabet A | 股票-通信服务 | 0.45% | — | +19.14% | |
| 42 | ✓ | Powershares | 股票-其他 | 0.45% | — | +96.27% | |
| 43 | BP | Bp Plc-spons Adr | 股票-能源 | 0.45% | — | +4.23% | |
| 44 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.42% | — | — | |
| 45 | CELG | Celgene CORP | 股票-其他 | 0.41% | — | -4.45% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | +11.50% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.39% | — | +31.11% | |
| 48 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.39% | +0.08% | NEW | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.39% | — | +5.31% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | — | +2.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.9% | +246.28% | 加仓 |
| 2 | ARL | American Realty Capital Properties Inc | +0.7% | +156.82% | 加仓 |
| 3 | BIV | Vanguard Intermediate-term B | +0.5% | +1063.42% | 加仓 |
| 4 | PDP | Invesco Dwa Momentum ETF | +0.5% | +518.33% | 加仓 |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.4% | +113.22% | 加仓 |
| 6 | PKWUSD | Invesco Buyback Achievers Et | +0.3% | +718.28% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.3% | +212.89% | 加仓 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +40.65% | 加仓 |
| 9 | O | Realty Income CORP | +0.3% | +108.19% | 加仓 |
| 10 | GIS | General Mills INC | +0.2% | +176.15% | 加仓 |
| 11 | ✓ | Powershares ETF Tr Ii | +0.2% | +260.59% | 加仓 |
| 12 | UL | Unilever PLC | +0.2% | +321.74% | 加仓 |
| 13 | SNH1EUR | Senior Housing Prop Trust | +0.2% | +445.38% | 加仓 |
| 14 | VPL | Vanguard Ftse Pacific ETF | +0.2% | +319.72% | 加仓 |
| 15 | PEG | Public Service Enterprise Gp | +0.2% | +592.69% | 加仓 |
| 16 | ✓ | Powershares | +0.2% | +96.27% | 加仓 |
| 17 | IDU | Ishares US Utilities ETF | +0.2% | +282.69% | 加仓 |
| 18 | VTR | Ventas INC | +0.2% | +525.72% | 加仓 |
| 19 | IBM | Intl Business Machines CORP | +0.2% | +43.24% | 加仓 |
| 20 | IYM | Ishares U.s. Basic Materials | +0.2% | +89.44% | 加仓 |
| 21 | VNQ | Vanguard Real Estate ETF | +0.2% | +53.96% | 加仓 |
| 22 | ✓ | Powershares | +0.2% | +44.27% | 加仓 |
| 23 | AZNN | Astrazeneca Plc-spons Adr | -0.2% | -86.89% | 减仓 |
| 24 | ✓ | Powershares Dynamic | -0.2% | -82.68% | 减仓 |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.2% | -50.38% | 减仓 |
| 26 | BNY | Bank Of New York Mellon CORP | -0.2% | -84.86% | 减仓 |
| 27 | MCHP | Microchip Technology INC | -0.2% | -92.63% | 减仓 |
| 28 | TRV | Travelers Cos Inc/the | -0.2% | -88.70% | 减仓 |
| 29 | BOND | Pimco Active Bond Exchange-t | -0.2% | -90.30% | 减仓 |
| 30 | GLW | Corning INC | -0.2% | -85.52% | 减仓 |
| 31 | EMR | Emerson Electric Co | -0.2% | -64.79% | 减仓 |
| 32 | DUK | Du Pont E I De Nemour&Co | -0.2% | -68.39% | 减仓 |
| 33 | DXJ | Wisdomtree Japan Hedged Eq | -0.3% | -57.30% | 减仓 |
| 34 | SCHD | Schwab U.S. Dividend Equity ETF | -0.3% | -25.03% | 减仓 |
| 35 | VTV | Vanguard Value ETF | -0.3% | -60.42% | 减仓 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -2% | -94.77% | 减仓 |
| 37 | MVV | Proshares Ultra Midcap400 | — | EXIT | 清仓 |
| 38 | UWM | Proshares Ultra Russell2000 | — | NEW | 新建仓 |
| 39 | ✓ | Cole Real Estate Investments | — | EXIT | 清仓 |
| 40 | SDS | ProShares UltraShort S&P500 | — | NEW | 新建仓 |
| 41 | ✓ | — | EXIT | 清仓 | |
| 42 | PTHUSD | Invesco Dwa Healthcare Momen | — | EXIT | 清仓 |
| 43 | ACWI | Ishares Msci Acwi ETF | — | EXIT | 清仓 |
| 44 | ATI | Ati INC | — | EXIT | 清仓 |
| 45 | MFC | Manulife Financial CORP | — | EXIT | 清仓 |
| 46 | HAS | Hasbro INC | — | EXIT | 清仓 |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | VOD | Vodafone Group Public Limited Company | — | EXIT | 清仓 |
| 49 | EPR | Epr Properties | — | NEW | 新建仓 |
| 50 | NE | Noble Corporation plc | — | EXIT | 清仓 |