CIK: 0001642160
申报总市值
US$7.4亿
仅显示前 200 大持股（共 665 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 | EMLP | First Trust North American E | ETF-其他 | 31.43% | — | +1.63% | |
| 2 | SNA | Snap-on INC | 股票-工业 | 12.25% | +0.29% | — | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.25% | -0.10% | -1.66% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.81% | — | +120.42% | |
| 5 | GRA1EUR | Wr Grace & Co | 股票-其他 | 3.12% | — | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.30% | — | +5.06% | |
| 7 | RY | Royal Bank Of Canada | 股票-金融 | 1.65% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | — | — | |
| 9 | EGBN | Eagle Bancorp INC | 股票-其他 | 1.18% | — | -1.46% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.09% | — | +9.56% | |
| 11 | GCPEUR | Gcp Applied Technologies | 股票-其他 | 1.05% | — | — | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.97% | — | -0.17% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.86% | — | -10.33% | |
| 14 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.85% | — | +1.10% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | +1.24% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | +29.92% | |
| 17 | IHF | Ishares U.s. Healthcare Prov | ETF-其他 | 0.66% | — | — | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | — | +3.06% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | — | +5.62% | |
| 20 | T | At&t INC | 股票-通信服务 | 0.55% | — | +43.27% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | +52.65% | |
| 22 | VNO | Vornado Realty Trust | 股票-房地产 | 0.48% | — | -0.06% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +32.54% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | — | +10.03% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.46% | — | +2.30% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +56.82% | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.40% | — | — | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.40% | — | +58.13% | |
| 29 | BEATEUR | Biotelemetry INC | 股票-其他 | 0.35% | — | — | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.34% | — | +1.26% | |
| 31 | PH | Parker Hannifin CORP | 股票-工业 | 0.33% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | -0.72% | +239.69% | |
| 33 | SLB | Slb LTD | 股票-能源 | 0.31% | — | +1.18% | |
| 34 | KTOS | Kratos Defense & Security | 股票-工业 | 0.29% | — | — | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.28% | — | +3.16% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.28% | -0.05% | -1.64% | |
| 37 | VDE | Vanguard Energy ETF | ETF-其他 | 0.28% | — | +104.62% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.26% | — | — | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.26% | — | -6.36% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.25% | — | -1.71% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.24% | +0.01% | -25.01% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.23% | — | — | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.23% | — | +5.19% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.23% | — | -6.32% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.22% | — | +0.70% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.22% | — | +1.68% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.21% | — | +3.18% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | — | +14.11% | |
| 49 | INWKEUR | Innerworkings INC | 股票-其他 | 0.21% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | — | +1.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.8% | +120.42% | 加仓 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.2% | +239.69% | 加仓 |
| 3 | DFSEUR | Discover Financial Services | +0.2% | +1652.50% | 加仓 |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +830.79% | 加仓 |
| 5 | TIP | Ishares Tips Bond ETF | +0.2% | +3646.30% | 加仓 |
| 6 | TWXCHF | Time Warner INC | +0.2% | +288.75% | 加仓 |
| 7 | GLW | Corning INC | +0.1% | +1060.10% | 加仓 |
| 8 | FDX | Fedex CORP | +0.1% | +468.75% | 加仓 |
| 9 | VDE | Vanguard Energy ETF | +0.1% | +104.62% | 加仓 |
| 10 | YUSD | Alleghany CORP | +0.1% | +2810.00% | 加仓 |
| 11 | T | At&t INC | +0.1% | +43.27% | 加仓 |
| 12 | KN | Knowles CORP | +0.1% | +5271.58% | 加仓 |
| 13 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +58.13% | 加仓 |
| 14 | UNM | Unum Group | +0.1% | +12121.43% | 加仓 |
| 15 | PEP | Pepsico INC | +0.1% | +52.65% | 加仓 |
| 16 | XLF | Ss Financial Select Sector | +0.1% | +522.16% | 加仓 |
| 17 | CSCO | Cisco Systems INC | +0.1% | +56.82% | 加仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +29.92% | 加仓 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +3.06% | 加仓 |
| 20 | EGBN | Eagle Bancorp INC | 0% | -1.46% | 减仓 |
| 21 | AEP | American Electric Power Company, Inc. | 0% | +9.56% | 加仓 |
| 22 | RY | Royal Bank Of Canada | -0.1% | — | 不变 |
| 23 | AAPL | Apple INC | -0.2% | +5.06% | 加仓 |
| 24 | VNQ | Vanguard Real Estate ETF | -0.3% | -10.33% | 减仓 |
| 25 | FXN | First Trust Energy AlphaDEX Fund | -0.4% | -91.60% | 减仓 |
| 26 | SNA | Snap-on INC | -0.6% | — | 不变 |
| 27 | IWB | Ishares Russell 1000 ETF | -1.3% | -1.66% | 减仓 |
| 28 | EMLP | First Trust North American E | -5.2% | +1.63% | 加仓 |
| 29 | GRA1EUR | Wr Grace & Co | — | NEW | 新建仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 31 | GCPEUR | Gcp Applied Technologies | — | NEW | 新建仓 |
| 32 | BRK-B | Berkshire Hathaway Inc. | — | EXIT | 清仓 |
| 33 | HEZU | Ishares Currency Hedged Msci | — | EXIT | 清仓 |
| 34 | INWKEUR | Innerworkings INC | — | NEW | 新建仓 |
| 35 | ✓ | Istar INC | — | NEW | 新建仓 |
| 36 | ✓ | Fnfv Group | — | NEW | 新建仓 |
| 37 | FLWS | 1-800-flowers.com Inc-cl A | — | NEW | 新建仓 |
| 38 | ATI | Ati INC | — | NEW | 新建仓 |
| 39 | ENTA | Enanta Pharmaceuticals INC | — | NEW | 新建仓 |
| 40 | DVY | Ishares Select Dividend ETF | — | NEW | 新建仓 |
| 41 | MDY | State Street Spdr S&p Midcap | — | NEW | 新建仓 |
| 42 | HHC* | Howard Hughes Corp/the | — | NEW | 新建仓 |
| 43 | DFIN | Donnelley Financial Solution | — | NEW | 新建仓 |
| 44 | TG7 | Triumph Group INC | — | NEW | 新建仓 |
| 45 | SAVEEUR | Spirit Airlines INC | — | NEW | 新建仓 |
| 46 | FHI | Federated Hermes INC | — | NEW | 新建仓 |
| 47 | ✓ | Groupe Cgi INC | — | NEW | 新建仓 |
| 48 | 37M | Mrc Global INC | — | NEW | 新建仓 |
| 49 | ✓ | Alere INC | — | NEW | 新建仓 |
| 50 | ✓ | Clearbridge | — | NEW | 新建仓 |