CIK: 0001540141
申报总市值
US$8.9亿
仅显示前 200 大持股（共 216 只）
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.31% | -0.53% | +9.12% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.79% | — | +9.94% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.15% | -0.44% | +21.77% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.13% | — | -0.66% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.74% | -0.78% | -0.87% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.43% | +0.28% | -17.02% | |
| 7 | VFH | Vanguard Financials ETF | ETF-其他 | 2.40% | +0.08% | -7.41% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.13% | -0.47% | +1.73% | |
| 9 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.05% | +0.06% | +18.28% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.98% | +0.15% | -3.77% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.77% | -0.19% | +0.36% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.67% | -0.05% | -0.18% | |
| 13 | UTXZ | United Tech CORP | 股票-其他 | 1.65% | +0.08% | -0.30% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.65% | +0.08% | -26.10% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.65% | — | -37.77% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.58% | — | +9.44% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.49% | -0.21% | -2.48% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.46% | +0.28% | -2.94% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.43% | +0.07% | +8.44% | |
| 20 | VDE | Vanguard Energy ETF | ETF-其他 | 1.32% | — | +13.56% | |
| 21 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.31% | +0.08% | -13.77% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.20% | — | -28.39% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.18% | +0.20% | -29.46% | |
| 24 | ✓ | Walgreens Boots Alliance INC | 股票-其他 | 1.14% | — | — | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.14% | — | +14.49% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | +0.05% | -0.30% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.07% | +0.30% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | +0.09% | +5.31% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.91% | +0.18% | +2.25% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.87% | +0.05% | -27.13% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.83% | — | -1.18% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.79% | — | +2.36% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | — | -1.89% | |
| 34 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.78% | +0.06% | +1.52% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.78% | — | +1.47% | |
| 36 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.77% | — | +345.56% | |
| 37 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.75% | — | +1.05% | |
| 38 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.75% | — | -1.16% | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.75% | +0.06% | -7.90% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.72% | +0.05% | -2.22% | |
| 41 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.71% | — | +5.12% | |
| 42 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.71% | -0.06% | — | |
| 43 | O | Realty Income CORP | 股票-房地产 | 0.69% | — | +28.28% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.64% | — | -0.65% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.64% | — | -10.63% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | -8.98% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.62% | — | — | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | — | -5.93% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | +0.05% | +26.62% | |
| 50 | MCK | Mckesson CORP | 股票-医疗保健 | 0.60% | — | -1.52% |