CIK: 0001650300
申报总市值
US$3.0亿
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 13.67% | +0.49% | +2.82% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.67% | -0.52% | +7.32% | |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 10.59% | — | +2.89% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.86% | — | +4.87% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.29% | -0.08% | +0.42% | |
| 6 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 4.45% | — | +6.65% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-其他 | 4.35% | +0.13% | +15.50% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.55% | — | -16.81% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.52% | -0.10% | -0.72% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.10% | -0.06% | — | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.04% | -0.05% | -2.00% | |
| 12 | T | At&t INC | 股票-通信服务 | 1.75% | +0.04% | +0.30% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 1.68% | -0.13% | +0.18% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | +0.17% | -0.38% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.34% | -0.02% | -1.47% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.30% | +0.03% | +6.09% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.17% | — | -1.27% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.08% | -0.02% | -0.43% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.65% | +1.48% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | +0.19% | -4.12% | |
| 21 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.96% | +0.05% | +0.33% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.87% | — | -1.13% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | — | -3.33% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | -0.07% | +5.78% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | +0.07% | -12.06% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | -0.04% | +4.71% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.62% | -0.13% | +11.19% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | +2.82% | |
| 29 | MO | Altria Group INC | 股票-非周期性消费 | 0.59% | — | +0.54% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | -23.06% | |
| 31 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.48% | — | -0.21% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.47% | +0.03% | +0.40% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | +0.06% | +56.57% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.44% | — | +0.58% | |
| 35 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.41% | — | +0.53% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | +0.75% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.37% | — | -56.80% | |
| 38 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.36% | — | +1.20% | |
| 39 | PPG | Ppg Industries INC | 股票-原材料 | 0.35% | — | -5.70% | |
| 40 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.35% | -0.15% | EXIT | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.02% | +12.04% | |
| 42 | CSX | Csx CORP | 股票-工业 | 0.33% | — | -7.88% | |
| 43 | GIS | General Mills INC | 股票-非周期性消费 | 0.32% | — | -13.79% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.30% | — | -1.96% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | -0.06% | +191.18% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.27% | +0.06% | +265.53% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.26% | — | +0.65% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.24% | -0.19% | -8.53% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.09% | -8.21% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.23% | — | — |