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 | 12.20% | -0.64% | +8.75% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.44% | +1.59% | +9.65% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.32% | +1.45% | +16.92% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 6.25% | -6.61% | EXIT | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.62% | +1.24% | +11.18% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.05% | -0.89% | — | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 3.80% | -0.13% | -3.35% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | +0.03% | +0.41% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.45% | — | -0.72% | |
| 10 | TXN | Texas Instruments INC | 股票-科技 | 2.25% | +0.09% | +0.71% | |
| 11 | ITW | Illinois Tool Works | 股票-工业 | 2.18% | — | +2.15% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.14% | -0.14% | +2.29% | |
| 13 | LOW | Lowe's Cos INC | 股票-周期性消费 | 2.04% | -0.09% | -5.16% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.95% | +0.49% | +1.72% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.88% | — | +2.42% | |
| 16 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.87% | -0.31% | +1.10% | |
| 17 | IYF | Ishares US Financials ETF | ETF-其他 | 1.78% | — | -0.26% | |
| 18 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.70% | +0.06% | -0.46% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | +0.36% | +2.03% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.62% | +0.07% | +3.58% | |
| 21 | DOV | Dover CORP | 股票-工业 | 1.57% | -0.09% | +1.75% | |
| 22 | CAT | Caterpillar INC | 股票-工业 | 1.47% | +0.35% | +1.12% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 1.44% | +0.06% | +3.10% | |
| 24 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.33% | — | -25.01% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 1.08% | +0.25% | +2.01% | |
| 26 | CNQ | Canadian Natural Resources | 股票-能源 | 0.98% | -0.51% | EXIT | |
| 27 | RF | Regions Financial CORP | 股票-金融 | 0.96% | -0.21% | — | |
| 28 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.90% | — | +9.60% | |
| 29 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.84% | -0.10% | -13.55% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.76% | -0.04% | -12.74% | |
| 31 | PM | Philip Morris International | 股票-非周期性消费 | 0.74% | -0.04% | -1.08% | |
| 32 | MO | Altria Group INC | 股票-非周期性消费 | 0.72% | -0.40% | EXIT | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | — | -1.27% | |
| 34 | IYC | Ishares US Consumer Discreti | ETF-其他 | 0.64% | +0.05% | +15.40% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | — | |
| 36 | ECL | Ecolab INC | 股票-原材料 | 0.61% | — | — | |
| 37 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.58% | -0.05% | -2.48% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.57% | — | -11.73% | |
| 39 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 0.54% | -0.01% | — | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | -0.39% | EXIT | |
| 41 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.51% | — | -35.08% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | -3.49% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.47% | — | — | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.46% | -0.04% | — | |
| 45 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.45% | -0.09% | -5.10% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.44% | — | -37.73% | |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.42% | — | — | |
| 48 | NOC | Northrop Grumman CORP | 股票-工业 | 0.40% | -0.05% | — | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.40% | — | -3.32% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.02% | +12.19% |