CIK: 0001587836
申报总市值
US$11.5亿
仅显示前 200 大持股（共 206 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 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.93% | +0.59% | +8.55% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.50% | — | +1142.04% | |
| 3 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 2.70% | — | +3.58% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.50% | +0.04% | +6.71% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.21% | -0.24% | +3.37% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.08% | -4.09% | +80.84% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.79% | — | +0.64% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.70% | — | +2.54% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | -0.10% | +3.99% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.63% | +1.09% | +10.21% | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.61% | — | +5.36% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 1.54% | -0.07% | +3.30% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.53% | -0.05% | -0.47% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.48% | +0.18% | +3.12% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.47% | — | -0.64% | |
| 16 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.36% | — | +3.10% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.29% | +0.01% | +1.95% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.21% | +0.02% | +0.43% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | — | +8.90% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.13% | -0.04% | |
| 21 | EMR | Emerson Electric Co | 股票-工业 | 1.12% | — | +8.06% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.10% | — | -2.24% | |
| 23 | IDV | Ishares International Select | ETF-其他 | 1.10% | — | -8.07% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | — | +6.16% | |
| 25 | MMM | 3m Co | 股票-工业 | 1.04% | — | +3.26% | |
| 26 | QCOM | Qualcomm INC | 股票-科技 | 1.04% | — | +0.13% | |
| 27 | AIG | American International Group | 股票-金融 | 1.01% | — | +1.01% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.97% | +0.05% | -1.13% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | -0.86% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | — | +3.63% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.01% | +3.43% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.89% | -0.02% | +10.27% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 0.88% | — | +1.45% | |
| 34 | ✓ | 股票-其他 | 0.87% | — | — | ||
| 35 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.87% | — | +6.73% | |
| 36 | SYF | Synchrony Financial | 股票-金融 | 0.85% | — | +3.24% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.83% | — | +9.97% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.82% | — | +6.88% | |
| 39 | DFSEUR | Discover Financial Services | 股票-其他 | 0.81% | — | +4.91% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | — | +1.97% | |
| 41 | MCHP | Microchip Technology INC | 股票-科技 | 0.77% | -0.02% | -12.42% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | -8.96% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.75% | — | -0.50% | |
| 44 | ✓ | 股票-其他 | 0.75% | — | +7.80% | ||
| 45 | F | Ford Motor Co | 股票-周期性消费 | 0.73% | — | -6.10% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.72% | — | +4.43% | |
| 47 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.71% | — | +1.27% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | — | — | |
| 49 | GS F PERP D | Goldman Sachs Group INC | 股票-金融 | 0.69% | — | -1.33% | |
| 50 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.68% | — | +2.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +3.2% | +1142.04% | 加仓 |
| 2 | DON | Wisdomtree US Midcap Dividen | +0.9% | +80.84% | 加仓 |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | +0.6% | +1341.21% | 加仓 |
| 4 | CERNCHF | Cerner CORP | +0.4% | +179.19% | 加仓 |
| 5 | STZ | Constellation Brands Inc-a | +0.2% | +3.10% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.2% | +8.90% | 加仓 |
| 7 | GOOG | Alphabet A | +0.1% | +4.34% | 加仓 |
| 8 | BKNG | Booking Hldgs INC | +0.1% | +20.03% | 加仓 |
| 9 | ✓ | Google INC Class C | +0.1% | +2.15% | 加仓 |
| 10 | SYY | Sysco CORP | +0.1% | +17.82% | 加仓 |
| 11 | AIG | American International Group | -0.1% | +1.01% | 加仓 |
| 12 | VO | Vanguard Mid-cap ETF | -0.1% | +1.95% | 加仓 |
| 13 | VBR | Vanguard Small-cap Value ETF | -0.1% | -0.60% | 减仓 |
| 14 | DES | Wisdomtree US Smallcap Divid | -0.1% | +5.36% | 加仓 |
| 15 | VTV | Vanguard Value ETF | -0.1% | +0.43% | 加仓 |
| 16 | PG | Procter & Gamble Co/the | -0.1% | -0.86% | 减仓 |
| 17 | VUG | Vanguard Growth ETF | -0.1% | -0.47% | 减仓 |
| 18 | DIS | Walt Disney Co/the | -0.1% | +3.12% | 加仓 |
| 19 | SLB | Slb LTD | -0.1% | +4.24% | 加仓 |
| 20 | F | Ford Motor Co | -0.1% | -6.10% | 减仓 |
| 21 | JPM | Jpmorgan Chase & Co | -0.1% | -0.04% | 减仓 |
| 22 | ABT | Abbott Laboratories | -0.1% | +0.81% | 加仓 |
| 23 | SCHA | Schwab US Small-cap ETF | -0.1% | +6.71% | 加仓 |
| 24 | VOE | Vanguard Mid-cap Value ETF | -0.1% | +0.64% | 加仓 |
| 25 | ABBV | Abbvie INC | -0.1% | -1.89% | 减仓 |
| 26 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | -0.64% | 减仓 |
| 27 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -1.13% | 减仓 |
| 28 | QCOM | Qualcomm INC | -0.2% | +0.13% | 加仓 |
| 29 | TCPA | TransCanada PipeLines Limited 6 | -0.2% | -32.12% | 减仓 |
| 30 | EMR | Emerson Electric Co | -0.2% | +8.06% | 加仓 |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.2% | -37.54% | 减仓 |
| 32 | AAPL | Apple INC | -0.2% | +3.37% | 加仓 |
| 33 | DUK | Du Pont E I De Nemour&Co | -0.2% | +2.42% | 加仓 |
| 34 | MCHP | Microchip Technology INC | -0.2% | -12.42% | 减仓 |
| 35 | COP | Conocophillips | -0.2% | -0.50% | 减仓 |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.2% | -43.77% | 减仓 |
| 37 | IDV | Ishares International Select | -0.3% | -8.07% | 减仓 |
| 38 | CVX | Chevron CORP | -0.3% | -8.96% | 减仓 |
| 39 | EES | Wisdomtree US Smallcap Fund | -0.3% | +3.58% | 加仓 |
| 40 | KMI | Kinder Morgan INC | -0.3% | -40.83% | 减仓 |
| 41 | ENB | Enbridge INC | -0.9% | -70.61% | 减仓 |
| 42 | AMLPUSD | Alerian Mlp ETF | -1.1% | -93.01% | 减仓 |
| 43 | ✓ | — | NEW | 新建仓 | |
| 44 | R | Ryder System INC | — | EXIT | 清仓 |
| 45 | PXGBX | Praxair INC | — | NEW | 新建仓 |
| 46 | TROW | T Rowe Price Group INC | — | NEW | 新建仓 |
| 47 | APD | Air Products & Chemicals INC | — | EXIT | 清仓 |
| 48 | DAL | Delta Air Lines INC | — | EXIT | 清仓 |
| 49 | AJG | Arthur J Gallagher & Co | — | EXIT | 清仓 |
| 50 | IWF | Ishares Russell 1000 Growth | — | EXIT | 清仓 |