CIK: 0001731731
申报总市值
US$4.1亿
仅显示前 200 大持股（共 372 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.52% | -0.19% | +2.79% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.52% | — | +13.01% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-其他 | 5.47% | +0.51% | +3.31% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.81% | — | -0.11% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.71% | — | -1.93% | |
| 6 | ✓ | 股票-其他 | 3.07% | — | -1.42% | ||
| 7 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 2.93% | — | -6.33% | |
| 8 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.99% | — | -2.89% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.78% | — | +25.81% | |
| 10 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 1.62% | — | -3.58% | |
| 11 | WDIV | St Str Spd S&p Glo Div-us In | ETF-其他 | 1.56% | — | -3.05% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.56% | — | +20.27% | |
| 13 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 1.54% | — | -4.36% | |
| 14 | INKM | Ss Income Allocation ETF | ETF-其他 | 1.52% | — | -3.78% | |
| 15 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.52% | — | -2.20% | |
| 16 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.51% | — | -4.39% | |
| 17 | HBNC | Horizon Bancorp Inc/in | 股票-其他 | 1.50% | — | — | |
| 18 | T | At&t INC | 股票-通信服务 | 1.36% | — | +5.64% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.36% | +0.08% | +180.06% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.35% | — | +19.87% | |
| 21 | CCI | Crown Castle INC | 股票-房地产 | 1.31% | — | +10.31% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.29% | — | -6.79% | |
| 23 | MXIM | Maxim Integrated Products | 股票-其他 | 1.29% | — | +2.23% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.27% | — | +1.59% | |
| 25 | BBTUSD | Bb&t CORP | 股票-其他 | 1.26% | — | -20.50% | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 1.25% | — | +1241.01% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.23% | — | +606.90% | |
| 28 | PNW | Pinnacle West Capital | 股票-公用事业 | 1.23% | — | +18.58% | |
| 29 | ARCC | Ares Capital CORP | 股票-金融 | 1.20% | — | +2.22% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 1.19% | — | +1.40% | |
| 31 | BCE | Bce INC | 股票-通信服务 | 1.19% | — | +1.44% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.18% | -0.24% | EXIT | |
| 33 | O | Realty Income CORP | 股票-房地产 | 1.18% | — | +12.92% | |
| 34 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 1.15% | — | +2.86% | |
| 35 | DWX | State Street Spdr S&p Intern | ETF-其他 | 1.14% | — | -10.91% | |
| 36 | NUE | Nucor CORP | 股票-原材料 | 1.14% | — | -7.18% | |
| 37 | D | Dominion Energy INC | 股票-公用事业 | 1.13% | — | +13.25% | |
| 38 | MO | Altria Group INC | 股票-非周期性消费 | 1.12% | — | +2.10% | |
| 39 | SIXEUR | Six Flags Entertainment CORP | 股票-其他 | 1.11% | — | -20.04% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.10% | — | -3.75% | |
| 41 | PAYX | Paychex INC | 股票-科技 | 1.09% | — | +2.87% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | — | +2.28% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.08% | +0.29% | +10.68% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 1.05% | -0.22% | -5.34% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | — | +35.96% | |
| 46 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.97% | — | +22.39% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.91% | — | +20.07% | |
| 48 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.84% | — | +0.52% | |
| 49 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 0.78% | — | -6.99% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.74% | — | +20.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +1.2% | +1241.01% | 加仓 |
| 2 | MUB | Ishares National Muni Bond E | +1.1% | +606.90% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.9% | +180.06% | 加仓 |
| 4 | SCHF | Schwab Intl Equity ETF | +0.4% | +13.01% | 加仓 |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +25.81% | 加仓 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +35.96% | 加仓 |
| 7 | SCHM | Schwab US Mid Cap ETF | +0.2% | +1110.58% | 加仓 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +20.27% | 加仓 |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +19.87% | 加仓 |
| 10 | PSK | Ss Spdr Ice Pref Sec ETF | +0.1% | +22.39% | 加仓 |
| 11 | MXIM | Maxim Integrated Products | +0.1% | +2.23% | 加仓 |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +20.92% | 加仓 |
| 13 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +20.07% | 加仓 |
| 14 | SCHH | Schwab US Reit ETF | +0.1% | +426500.00% | 加仓 |
| 15 | PNW | Pinnacle West Capital | +0.1% | +18.58% | 加仓 |
| 16 | AMLPUSD | Alerian Mlp ETF | +0.1% | +388.28% | 加仓 |
| 17 | HBNC | Horizon Bancorp Inc/in | +0.1% | — | 不变 |
| 18 | CCI | Crown Castle INC | +0.1% | +10.31% | 加仓 |
| 19 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +10.68% | 加仓 |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +36.06% | 加仓 |
| 21 | SCHR | Schwab Intermediate-term US | 0% | +3.31% | 加仓 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -68.83% | 减仓 |
| 23 | JPUS | Jpmorgan Div Ret US Eq ETF | -0.1% | -6.99% | 减仓 |
| 24 | D | Dominion Energy INC | -0.1% | +13.25% | 加仓 |
| 25 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | -99.70% | 减仓 |
| 26 | MRK | Merck & Co. INC. | -0.1% | -3.75% | 减仓 |
| 27 | ✓ | Powershares Global ETF Trust | -0.1% | -4.39% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.1% | +2.28% | 加仓 |
| 29 | INKM | Ss Income Allocation ETF | -0.1% | -3.78% | 减仓 |
| 30 | PAYX | Paychex INC | -0.1% | +2.87% | 加仓 |
| 31 | BCE | Bce INC | -0.2% | +1.44% | 加仓 |
| 32 | WDIV | St Str Spd S&p Glo Div-us In | -0.2% | -3.05% | 减仓 |
| 33 | ✓ | Powershares ETF Tr Ii | -0.2% | -2.89% | 减仓 |
| 34 | ✓ | -0.2% | -1.42% | 减仓 | |
| 35 | SDOG | Alps Sector Dividend Dogs | -0.2% | -2.20% | 减仓 |
| 36 | NUE | Nucor CORP | -0.2% | -7.18% | 减仓 |
| 37 | MO | Altria Group INC | -0.2% | +2.10% | 加仓 |
| 38 | GOF | Guggenheim Strategic Opportunities Fund | -0.2% | -4.36% | 减仓 |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | -0.11% | 减仓 |
| 40 | DWX | State Street Spdr S&p Intern | -0.2% | -10.91% | 减仓 |
| 41 | KMB | Kimberly-clark CORP | -0.2% | -3.68% | 减仓 |
| 42 | WFC | Wells Fargo & Co | -0.3% | -5.34% | 减仓 |
| 43 | CORP | Pimco Inv Grade CORP Bd ETF | -0.3% | -1.93% | 减仓 |
| 44 | BBTUSD | Bb&t CORP | -0.3% | -20.50% | 减仓 |
| 45 | MLPAUSD | Global X Mlp ETF | -0.4% | -3.58% | 减仓 |
| 46 | SIXEUR | Six Flags Entertainment CORP | -0.5% | -20.04% | 减仓 |
| 47 | IXUS | Ishares Core Intl Stock ETF | — | NEW | 新建仓 |
| 48 | OKE | Oneok INC | — | NEW | 新建仓 |
| 49 | WP | Worldpay Inc-class A | — | NEW | 新建仓 |
| 50 | ✓ | Vantiv INC | — | EXIT | 清仓 |