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 | 5.45% | +0.23% | +0.15% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.84% | +0.13% | +0.44% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 4.70% | — | +0.04% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.30% | — | +0.27% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.21% | -0.46% | -4.17% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.04% | -0.57% | +1.70% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.53% | -0.09% | -0.59% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 3.25% | -0.92% | -5.88% | |
| 9 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.22% | — | -3.87% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.12% | -0.06% | +1.06% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.88% | -0.05% | — | |
| 12 | GILD | Gilead Sciences INC | 股票-医疗保健 | 2.88% | +0.17% | -10.56% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.64% | +0.18% | +2.69% | |
| 14 | SNI | Scripps Networks Inter-cl A | 股票-其他 | 2.30% | — | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.22% | -0.48% | +2.76% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | -0.88% | -4.62% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.93% | — | -2.54% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.92% | -0.15% | +0.49% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.68% | +0.17% | -31.20% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.64% | +0.21% | -0.57% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.52% | +0.06% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.44% | -0.17% | -0.65% | |
| 23 | ALL | Allstate CORP | 股票-金融 | 1.44% | — | -0.39% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | — | +26.63% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.35% | -0.01% | — | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.34% | — | — | |
| 27 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.33% | — | -0.88% | |
| 28 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.33% | — | +80.09% | |
| 29 | GM | General Motors Co | 股票-周期性消费 | 1.31% | -0.08% | — | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 1.30% | +0.13% | +0.08% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.11% | -2.06% | |
| 32 | MET | Metlife INC | 股票-金融 | 1.22% | — | — | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.13% | -0.08% | -0.96% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | -0.05% | -2.32% | |
| 35 | MMM | 3m Co | 股票-工业 | 0.98% | — | — | |
| 36 | CELG | Celgene CORP | 股票-其他 | 0.95% | — | +487.22% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.94% | — | +1.02% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.14% | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.90% | — | — | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.88% | -0.06% | -4.84% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.14% | -1.74% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.70% | — | +11.02% | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.66% | +0.18% | — | |
| 44 | TGT | Target CORP | 股票-周期性消费 | 0.59% | +0.09% | -19.99% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 0.57% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.55% | — | — | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.54% | — | — | |
| 48 | COP | Conocophillips | 股票-能源 | 0.54% | +0.05% | -0.86% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | -21.81% | |
| 50 | UNM | Unum Group | 股票-金融 | 0.51% | -0.03% | — |