CIK: 0001632283
申报总市值
US$7.8亿
仅显示前 200 大持股（共 218 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 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 8.35% | — | -14.02% | |
| 2 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 7.54% | — | +377.79% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.56% | +0.24% | +45.80% | |
| 4 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 3.78% | +1.06% | -0.60% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.55% | — | -0.54% | |
| 6 | MMM | 3m Co | 股票-工业 | 3.38% | +0.08% | +4.32% | |
| 7 | PEP | Pepsico INC | 股票-非周期性消费 | 2.99% | — | -1.46% | |
| 8 | ✓ | Government Pptys Income Tr | 股票-其他 | 2.95% | — | +14.15% | |
| 9 | SYY | Sysco CORP | 股票-非周期性消费 | 2.85% | — | -0.05% | |
| 10 | ALL | Allstate CORP | 股票-金融 | 2.80% | — | -1.36% | |
| 11 | T | At&t INC | 股票-通信服务 | 2.72% | -0.66% | +0.53% | |
| 12 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.66% | — | +1.15% | |
| 13 | MDIV | Ft Multi-asset Divers INC | ETF-其他 | 2.45% | — | +5.35% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 2.41% | — | -0.29% | |
| 15 | ITW | Illinois Tool Works | 股票-工业 | 2.40% | — | +0.17% | |
| 16 | QCOM | Qualcomm INC | 股票-科技 | 1.84% | — | +3216.93% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.71% | — | +2.36% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.58% | -2.79% | +9.70% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.50% | — | — | |
| 20 | CLX | Clorox Company | 股票-非周期性消费 | 1.46% | — | — | |
| 21 | BAX | Baxter International INC | 股票-医疗保健 | 1.44% | — | +12.07% | |
| 22 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.37% | — | +6.30% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.36% | — | +4.51% | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 1.34% | — | +45.60% | |
| 25 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.33% | — | +1.53% | |
| 26 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.31% | — | +371.37% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 1.20% | — | +6.05% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.30% | -4.16% | |
| 29 | NUV | Nuveen Municipal Value | 股票-其他 | 1.20% | — | +7.29% | |
| 30 | GRMN | Garmin Ltd. | 股票-科技 | 1.17% | -0.08% | -4.90% | |
| 31 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.14% | — | — | |
| 32 | TEI | Templeton Emrg Mkts INC | 股票-其他 | 1.05% | — | -40.84% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 1.03% | — | -0.14% | |
| 34 | RBS 7.25 PERP H | Royal Bk Scotlnd Grp PLC | 股票-其他 | 0.98% | — | +2.47% | |
| 35 | VMO | Invesco Municipal Opport | 股票-其他 | 0.94% | — | +18.19% | |
| 36 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.90% | — | +1.34% | |
| 37 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.78% | — | +15.99% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | — | +277.24% | |
| 39 | AAPL | Apple INC | 股票-科技 | 0.59% | +0.13% | -1.08% | |
| 40 | SBI | Western Asset Intermediate | 股票-其他 | 0.57% | — | +8.57% | |
| 41 | ✓ | DWS Municipal Income Trust | 股票-其他 | 0.50% | — | +41.53% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.48% | — | — | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.48% | -0.24% | +312.39% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | — | +23.75% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.46% | — | -70.09% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.31% | -2.13% | |
| 47 | ✓ | Nuveen Prem Income Mun Fd 4 | 股票-其他 | 0.42% | — | +4.14% | |
| 48 | XEVVX | Eaton Vance LTD Durat INC | 股票-其他 | 0.41% | — | -6.54% | |
| 49 | RBS 6.6 PERP S | Royal Bk Scotlnd Grp PLC | 股票-其他 | 0.39% | — | — | |
| 50 | FLO | Flowers Foods INC | 股票-非周期性消费 | 0.38% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FEX | First Trust Large Cap Core A | +5.9% | +377.79% | 加仓 |
| 2 | QCOM | Qualcomm INC | +1.8% | +3216.93% | 加仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +45.80% | 加仓 |
| 4 | AEP | American Electric Power Company, Inc. | +1% | +371.37% | 加仓 |
| 5 | PM | Philip Morris International | +0.5% | +45.60% | 加仓 |
| 6 | IWM | Ishares Russell 2000 ETF | +0.4% | +277.24% | 加仓 |
| 7 | NOBL | Proshares S&p 500 Dividend A | +0.4% | +312.39% | 加仓 |
| 8 | SYY | Sysco CORP | +0.3% | -0.05% | 减仓 |
| 9 | CLX | Clorox Company | +0.2% | — | 不变 |
| 10 | VMO | Invesco Municipal Opport | +0.2% | +18.19% | 加仓 |
| 11 | PFF | Ishares Preferred & Income S | +0.2% | +9.70% | 加仓 |
| 12 | ✓ | DWS Municipal Income Trust | +0.2% | +41.53% | 加仓 |
| 13 | KMB | Kimberly-clark CORP | +0.2% | +6.30% | 加仓 |
| 14 | CINF | Cincinnati Financial CORP | +0.2% | +1.53% | 加仓 |
| 15 | NUV | Nuveen Municipal Value | +0.2% | +7.29% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +421.69% | 加仓 |
| 17 | XNEAX | Nuveen Amt-fr Qlty Muni INC | +0.1% | +47.43% | 加仓 |
| 18 | MMM | 3m Co | — | +4.32% | 加仓 |
| 19 | BNY | Bank Of New York Mellon CORP | 0% | +1.15% | 加仓 |
| 20 | UNH | Unitedhealth Group INC | -0.1% | -0.60% | 减仓 |
| 21 | VZ | Verizon Communications INC | -0.1% | -0.29% | 减仓 |
| 22 | DUK | Du Pont E I De Nemour&Co | -0.1% | +15.99% | 加仓 |
| 23 | T | At&t INC | -0.1% | +0.53% | 加仓 |
| 24 | BMY | Bristol-myers Squibb Co | -0.1% | — | 不变 |
| 25 | FLR | Fluor CORP | -0.1% | -95.52% | 减仓 |
| 26 | R6C2 | Royal Dutch Shell-spon Adr-b | -0.1% | -40.37% | 减仓 |
| 27 | UTXZ | United Tech CORP | -0.2% | -72.67% | 减仓 |
| 28 | ITW | Illinois Tool Works | -0.2% | +0.17% | 加仓 |
| 29 | HAL | Halliburton Co | -0.2% | -17.64% | 减仓 |
| 30 | ALL | Allstate CORP | -0.2% | -1.36% | 减仓 |
| 31 | CVX | Chevron CORP | -0.3% | -4.16% | 减仓 |
| 32 | ABBV | Abbvie INC | -0.3% | +2.36% | 加仓 |
| 33 | GRMN | Garmin Ltd. | -0.3% | -4.90% | 减仓 |
| 34 | XLE | Ss Energy Select Sector | -0.4% | -75.55% | 减仓 |
| 35 | CAT | Caterpillar INC | -0.5% | -98.77% | 减仓 |
| 36 | JNJ | Johnson & Johnson | -0.6% | -0.54% | 减仓 |
| 37 | TEI | Templeton Emrg Mkts INC | -0.8% | -40.84% | 减仓 |
| 38 | BAX | Baxter International INC | -1.2% | +12.07% | 加仓 |
| 39 | COP | Conocophillips | -1.4% | -70.09% | 减仓 |
| 40 | SDOG | Alps Sector Dividend Dogs | -1.7% | -14.02% | 减仓 |
| 41 | GWW | Ww Grainger INC | — | EXIT | 清仓 |
| 42 | WFRD | Weatherford International plc | — | EXIT | 清仓 |
| 43 | ✓ | Powershares ETF Tr Ii | — | NEW | 新建仓 |
| 44 | ✓ | Powershares ETF Tr Ii | — | EXIT | 清仓 |
| 45 | MUB | Ishares National Muni Bond E | — | NEW | 新建仓 |
| 46 | ✓ | Halyard Health Incorporated | — | EXIT | 清仓 |
| 47 | FTA | First Trust L C Val Alp | — | EXIT | 清仓 |
| 48 | UAL | United Airlines Holdings INC | — | NEW | 新建仓 |
| 49 | VGK | Vanguard Ftse Europe ETF | — | EXIT | 清仓 |
| 50 | XLI | Ss Industrial Select Sector | — | EXIT | 清仓 |