CIK: 0000805867
申报总市值
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| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.82% | -14.14% | EXIT | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.38% | -4.24% | EXIT | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.15% | -3.89% | EXIT | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.75% | -1.39% | EXIT | |
| 5 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 2.29% | -4.07% | EXIT | |
| 6 | T | At&t INC | 股票-通信服务 | 1.83% | -1.24% | EXIT | |
| 7 | BA | Boeing Co/the | 股票-工业 | 1.62% | -3.12% | EXIT | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.58% | -3.55% | EXIT | |
| 9 | BCS | Barclays PLC | 股票-金融 | 1.56% | — | — | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.52% | — | — | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.45% | -2.60% | EXIT | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.68% | EXIT | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.38% | — | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.34% | -1.10% | EXIT | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.32% | -0.78% | EXIT | |
| 17 | TEI | Templeton Emrg Mkts INC | 股票-其他 | 1.28% | — | — | |
| 18 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.25% | -1.48% | EXIT | |
| 19 | EMLP | First Trust North American E | ETF-其他 | 1.23% | -1.90% | EXIT | |
| 20 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 1.21% | -1.18% | EXIT | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.20% | -1.55% | EXIT | |
| 22 | MODV | ModivCare Inc. | 股票-其他 | 1.15% | — | — | |
| 23 | SNH1EUR | Senior Housing Prop Trust | 股票-其他 | 1.13% | — | — | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.12% | — | — | |
| 25 | NZF | Nuveen Municipal Credit Income Fund | 股票-其他 | 1.06% | -0.79% | EXIT | |
| 26 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.03% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.02% | — | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | -2.95% | EXIT | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.92% | -0.59% | EXIT | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.78% | -0.68% | EXIT | |
| 31 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.78% | -0.80% | EXIT | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.74% | -0.77% | EXIT | |
| 33 | ✓ | Cree INC | 股票-其他 | 0.74% | — | — | |
| 34 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.74% | -1.25% | EXIT | |
| 35 | EIX | Edison International | 股票-公用事业 | 0.72% | -1.00% | EXIT | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | — | |
| 37 | ✓ | Spirit Realty Capital Inc | 股票-其他 | 0.69% | — | — | |
| 38 | EGHT | 8x8 INC | 股票-其他 | 0.69% | — | — | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.69% | -0.58% | EXIT | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | — | |
| 41 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.67% | — | — | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.67% | — | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | -0.75% | EXIT | |
| 44 | GNL | Global Net Lease, Inc. | 股票-房地产 | 0.64% | — | — | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.63% | — | — | |
| 46 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.63% | — | — | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.63% | — | — | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | — | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | -0.96% | EXIT | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.61% | -0.49% | EXIT |