CIK: 0001631930
申报总市值
US$3.4亿
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.47% | +0.23% | +0.10% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.86% | +0.13% | -1.12% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.48% | — | +2.54% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.90% | -0.57% | -1.64% | |
| 5 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.88% | — | +1.60% | |
| 6 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 3.68% | — | -4.75% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.62% | -0.09% | -2.76% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.43% | -0.46% | -0.61% | |
| 9 | GILD | Gilead Sciences INC | 股票-医疗保健 | 3.33% | +0.17% | +0.35% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 3.16% | -0.92% | -1.62% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.84% | -0.05% | +3.96% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.83% | -0.06% | +2.33% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.78% | — | +0.21% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.59% | +0.17% | -0.57% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.21% | +0.21% | -2.51% | |
| 16 | SNI | Scripps Networks Inter-cl A | 股票-其他 | 1.85% | — | +6.26% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.75% | — | -23.55% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | -0.48% | +3.18% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.73% | -0.15% | +0.73% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | -0.88% | -2.42% | |
| 21 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.69% | +0.18% | +5.24% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 1.54% | +0.13% | +1.98% | |
| 23 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.49% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.11% | -4.64% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.41% | -0.17% | +4.68% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.40% | +0.06% | +6.51% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.39% | -0.01% | +11.19% | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 1.37% | +0.09% | — | |
| 29 | MET | Metlife INC | 股票-金融 | 1.34% | — | -0.18% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.27% | — | -0.63% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.25% | — | +1.92% | |
| 32 | ALL | Allstate CORP | 股票-金融 | 1.25% | — | — | |
| 33 | GM | General Motors Co | 股票-周期性消费 | 1.11% | -0.08% | +5.84% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 1.09% | -0.05% | — | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.06% | -0.14% | -1.74% | |
| 36 | MMM | 3m Co | 股票-工业 | 1.03% | — | -11.94% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.01% | -0.08% | — | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.96% | — | — | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.90% | — | — | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.89% | -0.06% | — | |
| 41 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.88% | — | +7.63% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | +8.97% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.74% | — | -2.62% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.14% | — | |
| 45 | AXP | American Express Company | 股票-金融 | 0.63% | — | -9.07% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.58% | +0.05% | -9.11% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.58% | — | -16.78% | |
| 48 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.55% | — | -2.76% | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.53% | +0.18% | +13.55% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | — |