CIK: 0001483170
申报总市值
US$4.4亿
仅显示前 200 大持股（共 282 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 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 2.50% | — | +9.56% | |
| 2 | QQQ | Nasdaq-100 Index Trckng Stck | ETF-科技型 | 2.27% | — | -8.49% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.10% | — | -1.49% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.08% | — | +0.56% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.04% | — | -6.88% | |
| 6 | AAPL | Apple Computer | 股票-科技 | 1.97% | — | -0.92% | |
| 7 | ✓ | Spdr Djia ETF Trust | ETF-其他 | 1.69% | — | -37.41% | |
| 8 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 1.65% | — | — | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 1.60% | — | +7.12% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | — | +2.23% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.46% | — | -3.30% | |
| 12 | ✓ | Alphabet Inc Class A | 股票-其他 | 1.45% | — | +8.75% | |
| 13 | BAC | Bank of America Corporation | 股票-金融 | 1.39% | — | +1.43% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.39% | — | +0.61% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | — | -0.15% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.28% | — | +1.54% | |
| 17 | AMGN | Amgen Inc. | 股票-医疗保健 | 1.24% | — | +3.74% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.22% | — | +2.30% | |
| 19 | TWXCHF | Time Warner INC | 股票-其他 | 1.22% | — | +4.98% | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 1.22% | — | +0.14% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.21% | — | +2.24% | |
| 22 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.19% | — | -2.02% | |
| 23 | AMAT | Applied Materials, Inc. | 股票-科技 | 1.16% | — | +9.78% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.13% | — | +4.50% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 1.13% | — | +1.37% | |
| 26 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.10% | — | +6.59% | |
| 27 | NOC | Northrop Grumman CORP | 股票-工业 | 1.08% | — | -0.17% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.07% | — | +0.82% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.06% | — | +7.74% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.06% | — | -1.45% | |
| 31 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.05% | — | +191.66% | |
| 32 | ✓ | American Wtr Wks Co INC New Com | 股票-其他 | 1.03% | — | +7.62% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 1.03% | — | +2.70% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.99% | — | +0.42% | |
| 35 | KDP | Keurig Dr Pepper Inc. | 股票-非周期性消费 | 0.99% | — | +5.87% | |
| 36 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 0.96% | — | +5.22% | |
| 37 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.95% | — | +4.53% | |
| 38 | MCK | Mckesson CORP | 股票-医疗保健 | 0.94% | — | — | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.92% | — | +5.98% | |
| 40 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.91% | — | -12.91% | |
| 41 | CLB | Core Laboratories Inc. | 股票-其他 | 0.90% | — | — | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.90% | — | +5.12% | |
| 43 | VMC | Vulcan Materials Co | 股票-原材料 | 0.89% | — | +6.12% | |
| 44 | SRCLEUR | Stericycle INC | 股票-其他 | 0.89% | — | — | |
| 45 | UPS | United Parcel Service-cl B | 股票-工业 | 0.89% | — | +6.30% | |
| 46 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.87% | — | -2.04% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | +4.73% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.85% | — | +3.53% | |
| 49 | MUR | Murphy Oil CORP | 股票-能源 | 0.84% | — | — | |
| 50 | EVR | Evercore INC - A | 股票-金融 | 0.84% | — | +7.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CL | Colgate-palmolive Co | +0.7% | +191.66% | 加仓 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.6% | +432.57% | 加仓 |
| 3 | ✓ | Alphabet Inc Class A | +0.3% | +8.75% | 加仓 |
| 4 | AMAT | Applied Materials, Inc. | +0.3% | +9.78% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.15% | 减仓 |
| 6 | MCD | Mcdonald's CORP | +0.2% | +2.30% | 加仓 |
| 7 | BMY | Bristol-myers Squibb Co | +0.2% | +7.74% | 加仓 |
| 8 | AMGN | Amgen Inc. | +0.1% | +3.74% | 加仓 |
| 9 | KDP | Keurig Dr Pepper Inc. | +0.1% | +5.87% | 加仓 |
| 10 | CPA | Copa Holdings, S.A. | +0.1% | +13.64% | 加仓 |
| 11 | HEDJ | Wisdomtree Europe Hedged Equ | 0% | +9.56% | 加仓 |
| 12 | ✓ | Scana CORP New | -0.4% | -34.90% | 减仓 |
| 13 | ABBV | Abbvie INC | -0.4% | -54.72% | 减仓 |
| 14 | KMI | Kinder Morgan INC | -0.6% | +0.89% | 加仓 |
| 15 | FNV | Franco-nevada CORP | -0.6% | -99.66% | 减仓 |
| 16 | WMT | Walmart INC | -0.6% | -97.59% | 减仓 |
| 17 | EOG | Eog Resources INC | -0.6% | -98.16% | 减仓 |
| 18 | ✓ | Avis Budget Group INC | -0.7% | -99.49% | 减仓 |
| 19 | PKG | Packaging CORP Of America | -0.7% | -99.64% | 减仓 |
| 20 | ALL | The Allstate Corporation | -0.8% | -99.64% | 减仓 |
| 21 | UNH | Unitedhealth Group INC | -0.9% | -86.31% | 减仓 |
| 22 | EEM | Ishares Msci Emerging Market | -1% | -96.59% | 减仓 |
| 23 | ✓ | Spdr Djia ETF Trust | -1% | -37.41% | 减仓 |
| 24 | ✓ | Proshares Tr | — | EXIT | 清仓 |
| 25 | UWM | Proshares Ultra Russell2000 | — | NEW | 新建仓 |
| 26 | MU | Micron Technology INC | — | EXIT | 清仓 |
| 27 | MCK | Mckesson CORP | — | NEW | 新建仓 |
| 28 | CLB | Core Laboratories Inc. | — | NEW | 新建仓 |
| 29 | SRCLEUR | Stericycle INC | — | NEW | 新建仓 |
| 30 | MUR | Murphy Oil CORP | — | NEW | 新建仓 |
| 31 | LOW | Lowe's Cos INC | — | NEW | 新建仓 |
| 32 | WBK | Westpac Banking Corp-sp Adr | — | NEW | 新建仓 |
| 33 | MS | Morgan Stanley | — | EXIT | 清仓 |
| 34 | WAB | Wabtec CORP | — | NEW | 新建仓 |
| 35 | ECL | Ecolab INC | — | NEW | 新建仓 |
| 36 | HTZ | Hertz Global Holdings, Inc. | — | EXIT | 清仓 |
| 37 | OIH | Market Vectors Oil Service E | — | NEW | 新建仓 |
| 38 | XECEUR | Cimarex Energy Co | — | NEW | 新建仓 |
| 39 | ✓ | Direxion Daily Emrg Mkts Bull | — | NEW | 新建仓 |
| 40 | IDXX | Idexx Laboratories INC | — | NEW | 新建仓 |
| 41 | DKS | Dick's Sporting Goods INC | — | NEW | 新建仓 |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | 清仓 |
| 43 | CERNCHF | Cerner CORP | — | NEW | 新建仓 |
| 44 | EPI | Wisdomtree India Earnings | — | EXIT | 清仓 |
| 45 | EWP | Ishares Msci Spain ETF | — | EXIT | 清仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | PRGO | Perrigo Company plc | — | NEW | 新建仓 |
| 48 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 49 | GXGUSD | Global X Msci Colombia ETF | — | NEW | 新建仓 |
| 50 | CQP | Cheniere Energy Partners, L.P. | — | EXIT | 清仓 |