CIK: 0001587836
申报总市值
US$11.5亿
仅显示前 200 大持股（共 212 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 | 7.99% | +0.59% | +5.52% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.85% | — | +18.34% | |
| 3 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 2.63% | — | +1.95% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.51% | +0.04% | +5.57% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.21% | -4.09% | +10.38% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.24% | +1.98% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.87% | +1.09% | +16.21% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.79% | -0.10% | +2.89% | |
| 9 | SYF | Synchrony Financial | 股票-金融 | 1.73% | — | +126.03% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.68% | — | -2.09% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.61% | — | -17.74% | |
| 12 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.59% | — | +3.13% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.53% | +0.02% | +28.15% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.51% | -0.07% | +0.04% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.46% | -0.05% | -2.69% | |
| 16 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.43% | — | -0.41% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.41% | +0.18% | -0.09% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.37% | — | -2.08% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | — | +6.43% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | +0.13% | +9.90% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.21% | +0.01% | -1.74% | |
| 22 | ✓ | 股票-其他 | 1.20% | — | +50.27% | ||
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | — | +0.24% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | — | +6.73% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.09% | — | -0.07% | |
| 26 | EMR | Emerson Electric Co | 股票-工业 | 1.07% | — | -4.69% | |
| 27 | MMM | 3m Co | 股票-工业 | 1.03% | — | +0.35% | |
| 28 | AIG | American International Group | 股票-金融 | 1.02% | — | -0.04% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | — | +1.52% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.94% | -0.02% | +6.98% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.91% | +0.05% | -1.59% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.01% | +3.99% | |
| 33 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.89% | — | +79.64% | |
| 34 | FISV | Fiserv INC | 股票-其他 | 0.85% | — | -0.64% | |
| 35 | MCHP | Microchip Technology INC | 股票-科技 | 0.83% | -0.02% | +7.94% | |
| 36 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.82% | — | +4.99% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.80% | — | +27.34% | |
| 38 | DFSEUR | Discover Financial Services | 股票-其他 | 0.79% | — | +2.12% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | — | — | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.76% | — | -0.68% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.75% | — | +4.87% | |
| 42 | ✓ | 股票-其他 | 0.74% | — | -9.17% | ||
| 43 | CVX | Chevron CORP | 股票-能源 | 0.72% | — | -12.21% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.70% | — | +3.12% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.69% | — | +3.75% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.69% | — | +5.59% | |
| 48 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.68% | — | — | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | +0.96% | |
| 50 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.65% | -0.14% | +0.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SYF | Synchrony Financial | +0.9% | +126.03% | 加仓 |
| 2 | ✓ | +0.5% | +50.27% | 加仓 | |
| 3 | BKNG | Booking Hldgs INC | +0.4% | +79.64% | 加仓 |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | +18.34% | 加仓 |
| 5 | VTV | Vanguard Value ETF | +0.3% | +28.15% | 加仓 |
| 6 | SCHX | Schwab US Large-cap ETF | +0.2% | +16.21% | 加仓 |
| 7 | WMT | Walmart INC | +0.2% | +422.87% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | +0.24% | 加仓 |
| 9 | WFC | Wells Fargo & Co | +0.2% | +27.34% | 加仓 |
| 10 | PXGBX | Praxair INC | +0.2% | +61.07% | 加仓 |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +278.90% | 加仓 |
| 12 | DON | Wisdomtree US Midcap Dividen | +0.1% | +10.38% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +9.90% | 加仓 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +6.43% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +2.89% | 加仓 |
| 16 | STZ | Constellation Brands Inc-a | +0.1% | -0.41% | 减仓 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +0.96% | 加仓 |
| 18 | SCHM | Schwab US Mid Cap ETF | +0.1% | +5.52% | 加仓 |
| 19 | MCHP | Microchip Technology INC | +0.1% | +7.94% | 加仓 |
| 20 | VV | Vanguard Large-cap ETF | +0.1% | +6.98% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | 0% | +6.73% | 加仓 |
| 22 | PG | Procter & Gamble Co/the | 0% | +1.52% | 加仓 |
| 23 | SCHA | Schwab US Small-cap ETF | 0% | +5.57% | 加仓 |
| 24 | EES | Wisdomtree US Smallcap Fund | -0.1% | +1.95% | 加仓 |
| 25 | ENB | Enbridge INC | -0.1% | -33.11% | 减仓 |
| 26 | PPL | Ppl CORP | -0.2% | -72.73% | 减仓 |
| 27 | IBM | Intl Business Machines CORP | -0.3% | -27.96% | 减仓 |
| 28 | KSUEUR | Kansas City Southern | -0.3% | -51.18% | 减仓 |
| 29 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.4% | -59.03% | 减仓 |
| 30 | QCOM | Qualcomm INC | -0.4% | -29.72% | 减仓 |
| 31 | IDV | Ishares International Select | -0.5% | -42.06% | 减仓 |
| 32 | F | Ford Motor Co | -0.5% | -68.86% | 减仓 |
| 33 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 34 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 35 | GOOG | Alphabet A | — | EXIT | 清仓 |
| 36 | ✓ | Google INC Class C | — | EXIT | 清仓 |
| 37 | MCK | Mckesson CORP | — | NEW | 新建仓 |
| 38 | ACWV | Ishares Msci Global Min Vol | — | NEW | 新建仓 |
| 39 | ✓ | Bank Mut CORP New Com | — | NEW | 新建仓 |
| 40 | OAK | Oaktree Capital Group LLC | — | EXIT | 清仓 |
| 41 | KSS | Kohls CORP | — | EXIT | 清仓 |
| 42 | POR | Portland General Electric Co | — | EXIT | 清仓 |
| 43 | KMI | Kinder Morgan INC | — | EXIT | 清仓 |
| 44 | NOVEUR | National Oilwell Varco INC | — | EXIT | 清仓 |
| 45 | TCPA | TransCanada PipeLines Limited 6 | — | EXIT | 清仓 |
| 46 | HYS | Pimco 0-5 Year H/y CORP Bond | — | NEW | 新建仓 |
| 47 | PXF | Invesco Ftse Rafi Developed | — | NEW | 新建仓 |
| 48 | DWM | Wisdomtree International Equ | — | NEW | 新建仓 |
| 49 | ✓ | Powershares ETF Trust | — | NEW | 新建仓 |
| 50 | GLD | Spdr Gold Shares | — | EXIT | 清仓 |