CIK: 0001512734
申报总市值
US$3.7亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 25.57% | — | — | |
| 2 | AFL | Aflac INC | 股票-金融 | 20.01% | — | — | |
| 3 | XLI | Ss Industrial Select Sector | ETF-其他 | 12.25% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 12.04% | -24.86% | EXIT | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 10.54% | — | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 9.32% | — | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.68% | — | — | |
| 8 | CME | Cme Group INC | 股票-金融 | 2.42% | +4.86% | -90.00% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 2.17% | +54.38% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +8.2% | +120.83% | 加仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +7.6% | — | 不变 |
| 3 | AFL | Aflac INC | +6.7% | — | 不变 |
| 4 | IWM | Ishares Russell 2000 ETF | +1.6% | — | 不变 |
| 5 | CME | Cme Group INC | +0.9% | -90.00% | 减仓 |
| 6 | XLE | Ss Energy Select Sector | -1.6% | -56.92% | 减仓 |
| 7 | VOO | Vanguard S&p 500 ETF | — | EXIT | 清仓 |
| 8 | XLK | Ss Technology Select Sector | — | EXIT | 清仓 |
| 9 | XLY | Ss Consumer Disc Select Sect | — | EXIT | 清仓 |
| 10 | XLI | Ss Industrial Select Sector | — | NEW | 新建仓 |
| 11 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 12 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新建仓 |
| 13 | IVV | Ishares Core S&p 500 ETF | — | EXIT | 清仓 |