CIK: 0001632539
申报总市值
US$102.6万
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.76% | — | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.49% | — | — | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 6.19% | — | — | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.45% | -4.67% | EXIT | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.42% | -4.60% | EXIT | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.25% | -1.81% | EXIT | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 3.91% | -1.64% | EXIT | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.82% | — | — | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.80% | — | — | |
| 10 | AGNC | Agnc Investment CORP | 股票-房地产 | 1.96% | -0.73% | EXIT | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.84% | -1.71% | EXIT | |
| 12 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.83% | — | — | |
| 13 | PFN | Pimco Income Strategy Fd Ii | 股票-其他 | 1.73% | -1.31% | EXIT | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.65% | — | — | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.54% | — | — | |
| 16 | HYT | Blackrock CORP Hi Yld | 股票-其他 | 1.52% | -0.87% | EXIT | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.48% | -3.07% | EXIT | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.37% | — | — | |
| 19 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.34% | -0.94% | EXIT | |
| 20 | T | At&t INC | 股票-通信服务 | 1.22% | — | — | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.19% | — | — | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | -1.28% | EXIT | |
| 23 | VMO | Invesco Municipal Opport | 股票-其他 | 1.14% | -1.15% | EXIT | |
| 24 | MO | Altria Group INC | 股票-非周期性消费 | 1.11% | -0.75% | EXIT | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.01% | — | — | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.00% | -0.73% | EXIT | |
| 27 | BHK | Blackrock Core Bond Trust | 股票-其他 | 0.99% | — | — | |
| 28 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.97% | — | — | |
| 29 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.95% | — | — | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.93% | -0.68% | EXIT | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | -0.88% | EXIT | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | — | — | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.85% | -1.47% | EXIT | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.85% | — | — | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.83% | -0.71% | EXIT | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.75% | -0.97% | EXIT | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -1.04% | EXIT | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.72% | — | — | |
| 39 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 0.71% | — | — | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.71% | -0.87% | EXIT | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | — | — | |
| 42 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.70% | — | — | |
| 43 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.69% | — | — | |
| 44 | WM | Waste Management INC | 股票-工业 | 0.68% | — | — | |
| 45 | BP | Bp Plc-spons Adr | 股票-能源 | 0.67% | — | — | |
| 46 | AEP | American Electric Power | 股票-公用事业 | 0.66% | — | — | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | -0.80% | EXIT | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | — | |
| 49 | EXC | Exelon CORP | 股票-公用事业 | 0.61% | — | — | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.59% | -2.63% | EXIT |