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 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 6.54% | — | +6.00% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.70% | +0.23% | +2.73% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.21% | +0.13% | +5.68% | |
| 4 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 4.87% | +0.18% | +4.23% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.79% | -0.57% | +2.40% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.59% | — | +2.81% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.44% | — | +2.42% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.67% | -0.09% | +1.45% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.66% | -0.06% | +1.09% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 3.35% | -0.92% | +1.50% | |
| 11 | AAPL | Apple INC | 股票-科技 | 3.21% | -0.46% | +1.77% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 2.46% | — | +2.36% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.16% | -0.48% | -4.06% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.08% | -0.15% | +3.31% | |
| 15 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.90% | +0.17% | -2.16% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.66% | +0.06% | -2.24% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.56% | +0.21% | +2.01% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.54% | — | -0.73% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 1.46% | +0.13% | +7.08% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.45% | -0.05% | -1.83% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | -0.88% | -4.13% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.40% | -0.17% | -1.30% | |
| 23 | ALL | Allstate CORP | 股票-金融 | 1.31% | — | -6.31% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.30% | -0.08% | +1.58% | |
| 25 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.19% | — | -0.87% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.14% | +0.39% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.19% | -0.01% | -0.83% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.11% | +4.64% | |
| 29 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.12% | — | +9.02% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.11% | — | +0.92% | |
| 31 | GM | General Motors Co | 股票-周期性消费 | 1.08% | -0.08% | +3.43% | |
| 32 | ROP | Roper Technologies INC | 股票-科技 | 1.04% | -0.11% | -2.45% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.17% | +6.93% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.98% | -0.06% | -0.82% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.95% | -0.14% | — | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.85% | -0.05% | -22.33% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.80% | — | -1.88% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.80% | — | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.75% | — | -7.94% | |
| 40 | TGT | Target CORP | 股票-周期性消费 | 0.74% | +0.09% | -2.13% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.70% | — | +4.98% | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.66% | — | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | — | — | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.63% | +0.18% | +11.32% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | -1.39% | |
| 46 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.56% | — | +7.59% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | -0.06% | +20.31% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.53% | — | +0.04% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.53% | — | +3.06% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.48% | +0.05% | -4.90% |