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 | 13.11% | +0.49% | -1.66% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.57% | -0.52% | -0.06% | |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 10.23% | — | -2.09% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.84% | — | +0.76% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.24% | -0.08% | -0.61% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 4.30% | +0.13% | +0.96% | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 4.20% | — | -5.18% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.47% | — | -0.53% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.46% | -0.10% | -0.84% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.11% | -0.05% | +0.27% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.05% | -0.06% | -1.50% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.84% | -0.13% | +2.12% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.62% | — | — | |
| 14 | T | At&t INC | 股票-通信服务 | 1.53% | +0.04% | -0.86% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.47% | -0.02% | +11.59% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.45% | +0.17% | +0.43% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.31% | +0.03% | +0.41% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.10% | -0.02% | +1.25% | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.03% | — | -0.16% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.65% | +0.29% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.19% | -0.79% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | — | +0.61% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.85% | — | +0.86% | |
| 24 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.85% | +0.05% | +0.42% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | -0.07% | +3.35% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | -0.04% | +7.43% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | +0.07% | -3.62% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | +0.66% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.61% | -0.13% | +0.31% | |
| 30 | MO | Altria Group INC | 股票-非周期性消费 | 0.60% | — | +0.52% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | +0.75% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +0.06% | +6.02% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.49% | — | +0.54% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | +0.03% | +0.42% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.43% | — | -1.10% | |
| 36 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.40% | — | +0.50% | |
| 37 | CSX | Csx CORP | 股票-工业 | 0.37% | — | +0.19% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | +0.81% | |
| 39 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.36% | — | +1.16% | |
| 40 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.36% | -0.15% | EXIT | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.02% | — | |
| 42 | PPG | Ppg Industries INC | 股票-原材料 | 0.32% | — | -9.10% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.31% | — | +0.30% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.26% | +0.06% | +2.55% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | -0.06% | -1.12% | |
| 46 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.25% | — | +0.57% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.24% | — | -26.32% | |
| 48 | GIS | General Mills INC | 股票-非周期性消费 | 0.24% | — | -17.90% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | — | +0.37% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | -0.19% | +0.66% |