CIK: 0001594540
申报总市值
US$4.5亿
| # | 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 | 38.02% | -1.24% | +1.66% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 35.04% | +1.20% | +4.14% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 17.38% | — | +1.25% | |
| 4 | WAL | Western Alliance Bancorp | 股票-金融 | 3.83% | — | +10.47% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 0.98% | — | — | |
| 6 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 0.68% | — | — | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.65% | — | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.01% | +428.68% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | — | — | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.49% | — | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | +0.03% | +108.97% | |
| 12 | CAT | Caterpillar INC | 股票-工业 | 0.25% | +0.10% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.24% | — | — | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 0.18% | — | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.15% | — | +35.95% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.14% | — | — | |
| 17 | UPS | United Parcel Service-cl B | 股票-工业 | 0.14% | — | — | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.13% | — | — | |
| 19 | GME | GameStop Corp. | 股票-周期性消费 | 0.13% | — | — | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.5% | +428.68% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1.66% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.1% | +108.97% | 加仓 |
| 4 | WAL | Western Alliance Bancorp | +0.1% | +10.47% | 加仓 |
| 5 | CVX | Chevron CORP | 0% | +35.95% | 加仓 |
| 6 | BYD | Boyd Gaming CORP | 0% | — | 不变 |
| 7 | XOM | Exxon Mobil CORP | 0% | — | 不变 |
| 8 | AMZN | Amazon.com INC | 0% | — | 不变 |
| 9 | V | Visa Inc-class A Shares | — | — | 不变 |
| 10 | UNP | Union Pacific CORP | — | — | 不变 |
| 11 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 12 | ABT | Abbott Laboratories | 0% | — | 不变 |
| 13 | GOVT | Ishares US Treasury Bond ETF | 0% | — | 不变 |
| 14 | GME | GameStop Corp. | 0% | — | 不变 |
| 15 | ABBV | Abbvie INC | -0.1% | — | 不变 |
| 16 | IEF | Ishares 7-10 Year Treasury B | -0.3% | +4.14% | 加仓 |
| 17 | EFA | Ishares Msci Eafe ETF | -1.2% | +1.25% | 加仓 |
| 18 | CAT | Caterpillar INC | — | NEW | 新建仓 |
| 19 | UPS | United Parcel Service-cl B | — | NEW | 新建仓 |
| 20 | DIS | Walt Disney Co/the | — | NEW | 新建仓 |