CIK: 0001543536
申报总市值
US$6.8亿
仅显示前 200 大持股（共 601 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 8.47% | +0.25% | -1.89% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 8.45% | +0.26% | -3.15% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.32% | -0.25% | -1.08% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-其他 | 8.16% | — | -0.60% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 7.51% | — | +0.92% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 5.15% | — | +1.00% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.82% | -0.14% | +3.18% | |
| 8 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.51% | — | +1.35% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.47% | — | +0.65% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.85% | +0.20% | -1.42% | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.71% | — | +316.49% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.46% | — | -0.02% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.35% | — | -3.84% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 1.27% | +0.07% | -1.02% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.17% | +0.09% | -10.64% | |
| 16 | PPL | Ppl CORP | 股票-公用事业 | 1.08% | — | -1.20% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.89% | — | -2.99% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.89% | +0.14% | -0.29% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.09% | +111.46% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | -0.85% | |
| 21 | CAT | Caterpillar INC | 股票-工业 | 0.76% | +0.16% | -1.30% | |
| 22 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.75% | — | +20173.85% | |
| 23 | T | At&t INC | 股票-通信服务 | 0.73% | — | -7.32% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.72% | -0.20% | -1.60% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | -0.11% | -4.60% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.67% | -0.10% | -13.94% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.07% | -6.31% | |
| 28 | MTB | M & T Bank CORP | 股票-金融 | 0.62% | — | -2.12% | |
| 29 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.62% | — | — | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.58% | — | +63.74% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | — | +0.46% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | — | +774.94% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | +3072.73% | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.48% | — | — | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.48% | — | +10673.33% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.45% | — | -5.36% | |
| 37 | NSC | Norfolk Southern CORP | 股票-工业 | 0.42% | — | +0.04% | |
| 38 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.41% | — | -10.09% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | +0.09% | -13.50% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +0.12% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.39% | — | -5.66% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.38% | — | +8.75% | |
| 43 | PENN | PENN Entertainment, Inc. | 股票-周期性消费 | 0.36% | — | — | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.33% | — | -1.46% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.31% | — | -0.07% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | — | — | |
| 47 | NGG | National Grid plc | 股票-公用事业 | 0.30% | — | +2.49% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.29% | — | +15.90% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.27% | — | -15.10% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.27% | — | +142.85% |