CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 1968 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 | XOM | Exxon Mobil CORP | 股票-能源 | 4.48% | +0.15% | -2.71% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.30% | -0.21% | -0.72% | |
| 3 | T | At&t INC | 股票-通信服务 | 1.94% | — | +5.54% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.62% | — | -0.70% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.58% | — | +3.09% | |
| 6 | ✓ | Accelerate Diagnostics Inc | 股票-其他 | 1.49% | — | -0.10% | |
| 7 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.43% | — | -1.08% | |
| 8 | CAT | Caterpillar INC | 股票-工业 | 1.29% | — | -6.12% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.19% | — | +51.62% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.13% | — | +4104.19% | |
| 11 | WPC | Wp Carey INC | 股票-房地产 | 1.08% | — | -8.92% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.03% | — | -2.42% | |
| 13 | COP | Conocophillips | 股票-能源 | 1.02% | — | +11.61% | |
| 14 | HES | Hess CORP | 股票-其他 | 1.00% | — | +0.01% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | -6.50% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | -0.10% | -0.34% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | -2.09% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.95% | +0.09% | +1.47% | |
| 19 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.95% | — | -1.03% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.95% | — | +102.87% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.94% | — | +23.44% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | -2.15% | |
| 23 | HTAEUR | Healthcare Trust Of Ame-cl A | 股票-其他 | 0.87% | — | -9.18% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | +0.55% | -0.75% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.36% | -0.27% | |
| 26 | O | Realty Income CORP | 股票-房地产 | 0.83% | — | -4.28% | |
| 27 | NSC | Norfolk Southern CORP | 股票-工业 | 0.82% | +0.32% | -7.28% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.77% | — | +21.87% | |
| 29 | MO | Altria Group INC | 股票-非周期性消费 | 0.74% | — | +0.74% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.73% | — | +51.76% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | +1.14% | +8.37% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.66% | — | +24.62% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.65% | — | -5.85% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.65% | +0.22% | +24.00% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.65% | — | +2283.67% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | +51.52% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.60% | — | -6.09% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | +34.97% | |
| 39 | DVN | Devon Energy CORP | 股票-能源 | 0.60% | — | +28.13% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +31.52% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | +2.23% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | — | -2.53% | |
| 43 | KMI | Kinder Morgan INC | 股票-能源 | 0.54% | — | -0.57% | |
| 44 | PDM | Piedmont Realty Trust INC | 股票-其他 | 0.54% | — | -0.26% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | — | +1.72% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.50% | — | +47.57% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.50% | — | -1.54% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.48% | — | +76.18% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | -21.82% | |
| 50 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.47% | — | +12.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FLOT | Ishares Floating Rate Bond E | +1.1% | +4104.19% | 加仓 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.6% | +2283.67% | 加仓 |
| 3 | ✓ | Accelerate Diagnostics Inc | +0.5% | -0.10% | 减仓 |
| 4 | SDY | Ss Spdr S&p Dividend ETF | +0.5% | +102.87% | 加仓 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +51.62% | 加仓 |
| 6 | CMI | Cummins INC | +0.2% | +201.93% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +51.76% | 加仓 |
| 8 | MPC | Marathon Petroleum CORP | +0.2% | +302.46% | 加仓 |
| 9 | TROW | T Rowe Price Group INC | +0.2% | +463.15% | 加仓 |
| 10 | LUV | Southwest Airlines Co | +0.2% | +228.33% | 加仓 |
| 11 | BA | Boeing Co/the | +0.2% | +76.18% | 加仓 |
| 12 | AAPL | Apple INC | +0.2% | -0.72% | 减仓 |
| 13 | INTC | Intel CORP | +0.2% | +21.87% | 加仓 |
| 14 | QCOM | Qualcomm INC | +0.2% | +70.20% | 加仓 |
| 15 | OPK | Opko Health INC | +0.2% | +99.24% | 加仓 |
| 16 | FHLC | Fidelity Msci Health Care | +0.2% | +1278.27% | 加仓 |
| 17 | DVN | Devon Energy CORP | +0.2% | +28.13% | 加仓 |
| 18 | KO | Coca-cola Co/the | +0.2% | +51.52% | 加仓 |
| 19 | VVR | Invesco Senior Income Trust | +0.2% | +91.16% | 加仓 |
| 20 | MOS | Mosaic Co/the | +0.2% | +239.03% | 加仓 |
| 21 | WRKUSD | Westrock Co | +0.2% | +121.60% | 加仓 |
| 22 | KBE | Ss Spdr S&p Bank ETF | +0.2% | +422.46% | 加仓 |
| 23 | MRK | Merck & Co. INC. | +0.1% | +31.52% | 加仓 |
| 24 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +165.21% | 加仓 |
| 25 | BIV | Vanguard Intermediate-term B | +0.1% | +47.57% | 加仓 |
| 26 | DRI | Darden Restaurants INC | +0.1% | +156.76% | 加仓 |
| 27 | WMT | Walmart INC | +0.1% | +34.97% | 加仓 |
| 28 | F | Ford Motor Co | +0.1% | +56.49% | 加仓 |
| 29 | ANGL | Vaneck Fallen Angel High Yld | +0.1% | +77.95% | 加仓 |
| 30 | WIP | State Street Spdr Ftse Inter | +0.1% | +2804.38% | 加仓 |
| 31 | PFF | Ishares Preferred & Income S | +0.1% | +23.44% | 加仓 |
| 32 | FDX | Fedex CORP | +0.1% | +196.21% | 加仓 |
| 33 | XLK | Ss Technology Select Sector | +0.1% | +219.96% | 加仓 |
| 34 | SO | Southern Co/the | +0.1% | +52.92% | 加仓 |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +24.00% | 加仓 |
| 36 | COP | Conocophillips | 0% | +11.61% | 加仓 |
| 37 | CAT | Caterpillar INC | 0% | -6.12% | 减仓 |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | -0.2% | -90.28% | 减仓 |
| 39 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -52.52% | 减仓 |
| 40 | VZ | Verizon Communications INC | -0.2% | -2.42% | 减仓 |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -52.46% | 减仓 |
| 42 | HES | Hess CORP | -0.2% | +0.01% | 加仓 |
| 43 | AEP | American Electric Power Company, Inc. | -0.2% | -1.08% | 减仓 |
| 44 | WPC | Wp Carey INC | -0.3% | -8.92% | 减仓 |
| 45 | XHB | Ss Spdr S&p Homebldrs ETF | -0.3% | -74.09% | 减仓 |
| 46 | SPSB | Ss Spdr P St C CORP ETF | -0.4% | -99.58% | 减仓 |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -80.28% | 减仓 |
| 48 | XOM | Exxon Mobil CORP | -0.9% | -2.71% | 减仓 |
| 49 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | NEW | 新建仓 |
| 50 | MWA | Mueller Water Products Inc-a | — | EXIT | 清仓 |