CIK: 0001598381
申报总市值
US$1.3亿
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 8.85% | -0.64% | +20.17% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.74% | -0.39% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.41% | -0.89% | +1.51% | |
| 4 | HD | Home Depot INC | 股票-周期性消费 | 3.71% | -0.13% | +1.67% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.47% | +1.59% | +2.92% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | +0.03% | +1.33% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.41% | — | +2.60% | |
| 8 | LOW | Lowe's Cos INC | 股票-周期性消费 | 2.39% | -0.09% | +1.85% | |
| 9 | TGT | Target CORP | 股票-周期性消费 | 2.33% | — | +1.64% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.19% | +0.49% | +3.31% | |
| 11 | T | At&t INC | 股票-通信服务 | 2.12% | -0.04% | -0.18% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.11% | -6.61% | EXIT | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.86% | +1.45% | +24.26% | |
| 14 | ITW | Illinois Tool Works | 股票-工业 | 1.85% | — | +1.87% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.82% | — | -8.95% | |
| 16 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.82% | — | +23.44% | |
| 17 | TXN | Texas Instruments INC | 股票-科技 | 1.69% | +0.09% | +2.32% | |
| 18 | DOW | Dow Chem Co | 股票-原材料 | 1.68% | — | +1.51% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.66% | — | +3.01% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.60% | -0.14% | +4.68% | |
| 21 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.48% | -0.10% | +3.99% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.47% | +0.06% | +2.59% | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 1.47% | — | +1.87% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 1.47% | +0.25% | +1.71% | |
| 25 | IYF | Ishares US Financials ETF | ETF-其他 | 1.44% | — | +25.32% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.42% | — | -6.04% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.34% | — | — | |
| 28 | AXP | American Express Co | 股票-金融 | 1.32% | — | -0.23% | |
| 29 | DOV | Dover CORP | 股票-工业 | 1.30% | -0.09% | +2.34% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | +0.36% | +5.04% | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.18% | — | +3.12% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.13% | — | — | |
| 33 | CNQ | Canadian Natural Resources | 股票-能源 | 1.12% | -0.51% | EXIT | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.05% | +0.07% | +56.59% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 1.03% | -0.40% | EXIT | |
| 36 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 1.02% | -0.01% | +1.55% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.91% | — | +6.98% | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.91% | -0.04% | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.89% | +1.24% | +67.73% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | — | -3.75% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.88% | +0.35% | +3.74% | |
| 42 | SO | Southern Co/the | 股票-公用事业 | 0.79% | — | — | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | -0.14% | EXIT | |
| 44 | ECL | Ecolab INC | 股票-原材料 | 0.67% | — | — | |
| 45 | IYC | Ishares US Consumer Discreti | ETF-其他 | 0.66% | +0.05% | +3.25% | |
| 46 | RF | Regions Financial CORP | 股票-金融 | 0.64% | -0.21% | — | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.59% | — | — | |
| 48 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.58% | — | +1.66% | |
| 49 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.58% | — | +3.54% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.57% | -0.66% | -7.29% |