CIK: 0001697300
申报总市值
US$28.5亿
| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 5.57% | — | +15.16% | |
| 2 | MO | Altria Group INC | 股票-非周期性消费 | 5.23% | — | -0.49% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.53% | +0.28% | +2.44% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.48% | — | +3.46% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.87% | -0.14% | -0.36% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 3.79% | — | +1.21% | |
| 7 | BA | Boeing Co/the | 股票-工业 | 3.61% | — | +0.10% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.38% | — | -6.88% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.17% | -0.24% | -0.10% | |
| 10 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.12% | — | -0.05% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.42% | — | -0.55% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.20% | -0.44% | +0.25% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 2.12% | — | +16.70% | |
| 14 | MET | Metlife INC | 股票-金融 | 1.82% | — | -25.96% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.54% | — | -22.64% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.43% | -0.33% | -2.82% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.71% | +0.50% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | +0.09% | +1.19% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.01% | — | -1.30% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | -2.60% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.14% | +3.62% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +149.07% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.70% | — | -71.72% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.70% | — | -5.28% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | -0.31% | +1.80% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.64% | — | +2.90% | |
| 27 | CELG | Celgene CORP | 股票-其他 | 0.61% | — | +17.94% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.59% | — | -2.88% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.58% | — | -0.75% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | — | +15.32% | |
| 31 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.57% | — | -70.67% | |
| 32 | ✓ | Powershares Exchange | 股票-其他 | 0.56% | — | -10.30% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.56% | — | +2.14% | |
| 34 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.55% | — | -5.21% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | -0.14% | +3.44% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.53% | — | +0.03% | |
| 37 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.52% | — | -1.02% | |
| 38 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.51% | — | -1.10% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | -37.05% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.50% | — | -8.92% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | -42.00% | |
| 42 | ✓ | Powershs Exch Trad Fd | 股票-其他 | 0.49% | — | -26.81% | |
| 43 | CAT | Caterpillar INC | 股票-工业 | 0.47% | +0.09% | -0.84% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | +1.92% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.47% | — | -0.25% | |
| 46 | D | Dominion Energy INC | 股票-公用事业 | 0.46% | — | -0.56% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | +86.07% | |
| 48 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.46% | — | -1.16% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.45% | — | -22.50% | |
| 50 | LKQ | Lkq CORP | 股票-周期性消费 | 0.44% | — | -1.16% |