CIK: 0001578370
申报总市值
US$4.6亿
| # | 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 | ✓ | Advisorshares Tr | 股票-其他 | 21.79% | — | +4.02% | |
| 2 | ✓ | Advisorshares Tr | 股票-其他 | 13.57% | — | +2.18% | |
| 3 | ✓ | Advisorshares Tr | 股票-其他 | 9.43% | — | +4.12% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.73% | -0.14% | +4.48% | |
| 5 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 8.31% | — | +4.29% | |
| 6 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 4.57% | — | — | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 4.44% | — | +6.41% | |
| 8 | ✓ | Advisorshares Peritus | 股票-其他 | 3.71% | — | +4.11% | |
| 9 | RDOG | Alps Reit Dividend Dogs ETF | ETF-其他 | 3.33% | — | +3.64% | |
| 10 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 3.22% | — | -0.95% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.62% | — | +5.16% | |
| 12 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 2.34% | — | +4.60% | |
| 13 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 2.06% | — | -0.34% | |
| 14 | ✓ | 股票-其他 | 1.86% | — | +3.65% | ||
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | — | +59.67% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -2.12% | +2.64% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.68% | -0.05% | +1.06% | |
| 18 | ✓ | Powershs Exch Trad Fd | 股票-其他 | 0.66% | — | — | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | +0.16% | — | |
| 20 | ABMDEUR | Abiomed INC | 股票-其他 | 0.58% | — | — | |
| 21 | USB | US Bancorp | 股票-金融 | 0.52% | — | -0.38% | |
| 22 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.49% | — | +4.47% | |
| 23 | ✓ | Pacific Continental CORP | 股票-其他 | 0.49% | — | — | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.42% | — | -0.18% | |
| 25 | DTH | Wisdomtree International Hig | ETF-其他 | 0.38% | — | — | |
| 26 | PCAR | Paccar INC | 股票-工业 | 0.37% | — | +0.02% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | — | -1.64% | |
| 28 | OKE | ONEOK, Inc. | 股票-能源 | 0.29% | — | — | |
| 29 | MO | Altria Group INC | 股票-非周期性消费 | 0.29% | — | — | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | +13.45% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.26% | — | — | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.25% | -0.07% | — | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.25% | — | — | |
| 34 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.24% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.06% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +59.67% | 加仓 |
| 2 | ✓ | Advisorshares Tr | +0.3% | +4.02% | 加仓 |
| 3 | ✓ | Advisorshares Tr | +0.2% | +4.12% | 加仓 |
| 4 | AOR | Ishares Core 60/40 Balanced | +0.2% | +6.41% | 加仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.48% | 加仓 |
| 6 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | +4.60% | 加仓 |
| 7 | VB | Vanguard Small-cap ETF | 0% | +5.16% | 加仓 |
| 8 | ABMDEUR | Abiomed INC | 0% | — | 不变 |
| 9 | RDOG | Alps Reit Dividend Dogs ETF | 0% | +3.64% | 加仓 |
| 10 | MSFT | Microsoft CORP | 0% | +2.64% | 加仓 |
| 11 | ✓ | 0% | +3.65% | 加仓 | |
| 12 | IWC | Ishares Micro-cap ETF | 0% | +4.47% | 加仓 |
| 13 | ✓ | Pacific Continental CORP | — | — | 不变 |
| 14 | JNJ | Johnson & Johnson | — | -1.64% | 减仓 |
| 15 | CSCO | Cisco Systems INC | — | +13.45% | 加仓 |
| 16 | UNP | Union Pacific CORP | — | — | 不变 |
| 17 | DTH | Wisdomtree International Hig | 0% | — | 不变 |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 19 | ✓ | Advisorshares Peritus | 0% | +4.11% | 加仓 |
| 20 | USB | US Bancorp | 0% | -0.38% | 减仓 |
| 21 | SBUX | Starbucks CORP | 0% | -0.18% | 减仓 |
| 22 | OKE | ONEOK, Inc. | 0% | — | 不变 |
| 23 | AAPL | Apple INC | 0% | +1.06% | 加仓 |
| 24 | PCAR | Paccar INC | 0% | +0.02% | 加仓 |
| 25 | ✓ | Powershs Exch Trad Fd | -0.1% | — | 不变 |
| 26 | COST | Costco Wholesale CORP | -0.1% | — | 不变 |
| 27 | AOK | Ishares Core 30/70 Conservat | -0.1% | -0.34% | 减仓 |
| 28 | ✓ | Advisorshares Tr | -0.1% | +2.18% | 加仓 |
| 29 | AOM | Ishares Core 40/60 Moderate | -0.1% | -0.95% | 减仓 |
| 30 | ✓ | Powershares ETF Tr Ii | -0.2% | +4.29% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | -0.8% | -75.55% | 减仓 |
| 32 | ABFL | Abacus Fcf Leaders ETF | — | NEW | 新建仓 |
| 33 | SURE | Advisorshares Insider Advant | — | EXIT | 清仓 |
| 34 | CVX | Chevron CORP | — | EXIT | 清仓 |
| 35 | MO | Altria Group INC | — | NEW | 新建仓 |
| 36 | TSLA | Tesla INC | — | NEW | 新建仓 |
| 37 | DLR | Digital Realty Trust INC | — | NEW | 新建仓 |