CIK: 0001540141
申报总市值
US$8.9亿
仅显示前 200 大持股（共 209 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 | 3.62% | -0.53% | -37.26% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 2.80% | -0.78% | +0.03% | |
| 3 | VFH | Vanguard Financials ETF | ETF-其他 | 2.53% | +0.08% | -1.23% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.49% | +0.28% | -1.43% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.20% | -0.44% | -36.68% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.16% | — | -32.27% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.10% | — | — | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.99% | -0.19% | +3.74% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.94% | +0.15% | +10.31% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.74% | +0.08% | +2.97% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.71% | — | — | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.70% | — | -55.68% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.61% | — | +0.09% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.57% | -0.47% | +3.65% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.48% | +0.07% | -2.29% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.45% | +0.28% | -3.71% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.40% | — | +1.32% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.40% | -0.21% | +2.20% | |
| 19 | UTXZ | United Tech CORP | 股票-其他 | 1.33% | +0.08% | +14.15% | |
| 20 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.30% | +0.07% | +19.27% | |
| 21 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.27% | +0.08% | -0.86% | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.19% | — | -0.43% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.18% | +0.20% | -0.89% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.17% | — | -0.39% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.07% | +2.95% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.09% | -0.06% | +4.08% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.04% | — | — | |
| 28 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.01% | -0.06% | — | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.99% | +0.06% | -42.33% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.97% | — | +9.49% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.93% | +0.18% | +0.42% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | +0.05% | +4.60% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.05% | +18.35% | |
| 34 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.87% | +0.06% | +25.83% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.85% | -0.05% | -44.58% | |
| 36 | FENY | Fidelity Msci Energy Index | ETF-大型股与成长 | 0.85% | — | +272.74% | |
| 37 | VDE | Vanguard Energy ETF | ETF-其他 | 0.84% | — | -31.36% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.83% | +0.06% | -0.87% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.80% | — | +0.95% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.80% | — | +0.69% | |
| 41 | EMLP | First Trust North American E | ETF-其他 | 0.80% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | +0.09% | -4.97% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | +0.05% | +5.35% | |
| 44 | O | Realty Income CORP | 股票-房地产 | 0.75% | — | +2.96% | |
| 45 | MCK | Mckesson CORP | 股票-医疗保健 | 0.74% | — | +38.35% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.71% | -0.17% | EXIT | |
| 47 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.71% | — | +0.11% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.66% | +0.05% | +0.05% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.66% | — | -0.03% | |
| 50 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.66% | +0.11% | +20.81% |