CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 230 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 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 5.07% | — | -0.26% | |
| 2 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 4.15% | — | -11.37% | |
| 3 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 3.95% | — | +1030.35% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-其他 | 3.91% | — | -14.74% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.65% | +0.03% | +163.22% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.22% | — | +52.32% | |
| 7 | ✓ | Powershares ETF Trust | ETF-其他 | 3.06% | — | +12.64% | |
| 8 | ✓ | FTSE RAFI Emerg Mkts | 股票-其他 | 2.64% | — | +26.20% | |
| 9 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 2.37% | — | -33.15% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.27% | -0.36% | +77.13% | |
| 11 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 2.24% | — | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.00% | — | -6.25% | |
| 13 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 1.81% | — | +67.76% | |
| 14 | FISV | Fiserv INC | 股票-其他 | 1.78% | — | +1.10% | |
| 15 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.69% | — | -1.37% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.55% | — | +3.80% | |
| 17 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.49% | — | -14.48% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.23% | — | -2.50% | |
| 19 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 1.17% | — | -6.19% | |
| 20 | IDV | Ishares International Select | ETF-其他 | 1.17% | — | +166.02% | |
| 21 | ASB | Associated Banc-corp | 股票-金融 | 1.10% | -0.12% | -4.48% | |
| 22 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 1.04% | — | — | |
| 23 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.98% | — | +42.88% | |
| 24 | ECL | Ecolab INC | 股票-原材料 | 0.96% | — | +13.64% | |
| 25 | TXN | Texas Instruments INC | 股票-科技 | 0.95% | +0.06% | +32.90% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.02% | -3.94% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.84% | — | -7.01% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.82% | — | +20.88% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.80% | — | -20.10% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.02% | -1.39% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | +0.01% | +3.36% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | -3.38% | |
| 33 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.72% | — | -3.67% | |
| 34 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.71% | — | +15.81% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.68% | — | -0.72% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | — | -7.35% | |
| 37 | EFX | Equifax INC | 股票-工业 | 0.67% | — | +15.67% | |
| 38 | CELG | Celgene CORP | 股票-其他 | 0.67% | — | +15.53% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | +1.54% | -17.10% | |
| 40 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.65% | — | +802.12% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.16% | +164.68% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | -7.03% | |
| 43 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.59% | — | -14.18% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.58% | — | +1371.38% | |
| 45 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.58% | — | -81.21% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.57% | +0.10% | -8.68% | |
| 47 | OMC | Omnicom Group | 股票-通信服务 | 0.56% | — | -49.43% | |
| 48 | AVGO | Broadcom Inc. | 股票-科技 | 0.52% | — | -10.22% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.52% | — | +47.16% | |
| 50 | UGI | Ugi CORP | 股票-公用事业 | 0.51% | — | -25.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Powershares ETF Tr Ii | +3.6% | +1030.35% | 加仓 |
| 2 | VEA | Vanguard Ftse Developed ETF | +2.3% | +163.22% | 加仓 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.1% | +52.32% | 加仓 |
| 4 | VXUS | Vanguard Total Intl Stock | +1% | +77.13% | 加仓 |
| 5 | PXF | Invesco Ftse Rafi Developed | +0.8% | +67.76% | 加仓 |
| 6 | IDV | Ishares International Select | +0.7% | +166.02% | 加仓 |
| 7 | EDIV | State Street Spdr S&p Emergi | +0.6% | +802.12% | 加仓 |
| 8 | DES | Wisdomtree US Smallcap Divid | +0.5% | +1371.38% | 加仓 |
| 9 | ✓ | FTSE RAFI Emerg Mkts | +0.5% | +26.20% | 加仓 |
| 10 | CVX | Chevron CORP | +0.4% | +164.68% | 加仓 |
| 11 | ✓ | Powershares ETF Trust | +0.4% | +12.64% | 加仓 |
| 12 | EFA | Ishares Msci Eafe ETF | +0.3% | +263.60% | 加仓 |
| 13 | PCYUSD | Invesco Emerging Markets Sov | +0.3% | +42.88% | 加仓 |
| 14 | STZ | Constellation Brands Inc-a | +0.2% | -1.37% | 减仓 |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +137.95% | 加仓 |
| 16 | TXN | Texas Instruments INC | +0.2% | +32.90% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.2% | -3.94% | 减仓 |
| 18 | ECL | Ecolab INC | +0.2% | +13.64% | 加仓 |
| 19 | UNP | Union Pacific CORP | +0.2% | +20.88% | 加仓 |
| 20 | MCK | Mckesson CORP | -0.2% | -52.87% | 减仓 |
| 21 | SUB | Ishares Short-term National | -0.2% | -42.03% | 减仓 |
| 22 | V | Visa Inc-class A Shares | -0.2% | -48.61% | 减仓 |
| 23 | UGI | Ugi CORP | -0.2% | -25.99% | 减仓 |
| 24 | AXP | American Express Company | -0.2% | -71.36% | 减仓 |
| 25 | TRV | Travelers Cos Inc/the | -0.3% | -43.40% | 减仓 |
| 26 | TSN | Tyson Foods Inc-cl A | -0.3% | -85.19% | 减仓 |
| 27 | ✓ | Powershares Global ETF Trust | -0.3% | -14.48% | 减仓 |
| 28 | DFSEUR | Discover Financial Services | -0.3% | -37.15% | 减仓 |
| 29 | TMO | Thermo Fisher Scientific INC | -0.3% | -60.56% | 减仓 |
| 30 | NDAQ | Nasdaq INC | -0.3% | -55.89% | 减仓 |
| 31 | AZO | Autozone INC | -0.3% | -63.77% | 减仓 |
| 32 | BCMUSD | Ipath Pure Beta Broad Cmdty | -0.4% | -90.08% | 减仓 |
| 33 | 9990302D | Apache CORP | -0.5% | -94.80% | 减仓 |
| 34 | ✓ | FTSE RAFI US 1500 Small Cap | -0.5% | -11.37% | 减仓 |
| 35 | MO | Altria Group INC | -0.6% | -73.11% | 减仓 |
| 36 | OMC | Omnicom Group | -0.6% | -49.43% | 减仓 |
| 37 | GVI | Ishares Intermediate Governm | -0.7% | -14.74% | 减仓 |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | -0.7% | -85.22% | 减仓 |
| 39 | MLPAUSD | Global X Mlp ETF | -0.8% | -59.71% | 减仓 |
| 40 | ✓ | Powershares Act Mang Comm Fd | -0.9% | -87.32% | 减仓 |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | -1% | -69.26% | 减仓 |
| 42 | PRFUSD | Invesco Ftse Rafi US 1000 Et | -1.2% | -33.15% | 减仓 |
| 43 | SCHD | Schwab U.S. Dividend Equity ETF | -2.5% | -81.21% | 减仓 |
| 44 | CSM | Proshares Large Cap Core Plu | — | NEW | 新建仓 |
| 45 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | 新建仓 |
| 46 | ROK | Rockwell Automation, Inc. | — | NEW | 新建仓 |
| 47 | HST | Host Hotels & Resorts INC | — | NEW | 新建仓 |
| 48 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 49 | ✓ | Rydex ETF Trust | — | EXIT | 清仓 |
| 50 | PAGP | Plains Gp Holdings Lp-cl A | — | EXIT | 清仓 |