CIK: 0001703100
申报总市值
US$2.1亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.22% | +0.65% | -0.09% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.79% | -0.28% | -6.83% | |
| 3 | UTXZ | United Tech CORP | 股票-其他 | 3.09% | — | -0.77% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.92% | — | +1.11% | |
| 5 | T | At&t INC | 股票-通信服务 | 2.42% | — | +0.69% | |
| 6 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.39% | — | -1.02% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.16% | +0.62% | +3.68% | |
| 8 | MO | Altria Group INC | 股票-非周期性消费 | 2.13% | -0.18% | EXIT | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 2.07% | -0.16% | EXIT | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.02% | — | +5.20% | |
| 11 | PFE | Pfizer INC | 股票-医疗保健 | 1.90% | +0.51% | -3.24% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.81% | +0.52% | +0.16% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.81% | — | +0.63% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | +0.25% | -3.18% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.44% | -0.57% | +2.15% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.39% | — | -5.74% | |
| 17 | APH | Amphenol Corp-cl A | 股票-科技 | 1.39% | -0.76% | EXIT | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.38% | — | +9.42% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.38% | — | -2.97% | |
| 20 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.35% | — | -3.65% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 1.34% | — | -4.20% | |
| 22 | MMM | 3m Co | 股票-工业 | 1.31% | — | +0.44% | |
| 23 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.29% | — | -18.08% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.16% | — | -2.93% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.16% | — | +3.19% | |
| 26 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.08% | — | -25.27% | |
| 27 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.07% | +0.17% | NEW | |
| 28 | SO | Southern Co/the | 股票-公用事业 | 1.07% | — | -3.93% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.07% | — | +0.03% | |
| 30 | ES | Eversource Energy | 股票-公用事业 | 0.95% | -0.16% | EXIT | |
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.95% | — | +4.78% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.89% | — | +0.10% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | +2.83% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.89% | — | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | -0.41% | EXIT | |
| 36 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.86% | — | +28.76% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.55% | +10.08% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.84% | — | -2.26% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.84% | +0.66% | -10.53% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.83% | — | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.79% | -0.17% | -6.41% | |
| 42 | FULT | Fulton Financial CORP | 股票-金融 | 0.76% | — | — | |
| 43 | PSI1GBP | Invesco Dynamic Semiconducto | ETF-其他 | 0.76% | — | +22.10% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | -0.22% | +10.34% | |
| 45 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.70% | — | +1.22% | |
| 46 | ✓ | 股票-其他 | 0.70% | — | -32.60% | ||
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | — | — | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.66% | — | +108.78% | |
| 49 | BUSD | Barnes Group INC | 股票-其他 | 0.65% | — | — | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.64% | — | -1.41% |