CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 342 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.18% | +0.30% | +152.97% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.43% | — | +7557.34% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.43% | -0.06% | +5.25% | |
| 4 | AAPL | Apple Computer | 股票-科技 | 2.32% | — | — | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.00% | — | +3.81% | |
| 6 | BLKCHF | Blackrock INC | 股票-其他 | 1.89% | — | +2.84% | |
| 7 | AMT | American Tower CORP | 股票-房地产 | 1.88% | — | +5.51% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.88% | +0.05% | +186.26% | |
| 9 | PEP | Pepsico INC | 股票-非周期性消费 | 1.86% | — | +6.93% | |
| 10 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.86% | — | +265.75% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | — | -0.30% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.78% | — | +1.05% | |
| 13 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.77% | — | +9.27% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.73% | — | -8.96% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | -0.22% | EXIT | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.64% | — | +6.34% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.59% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.59% | — | — | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.58% | -0.06% | +15.80% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.52% | — | +0.98% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.52% | — | +5.79% | |
| 22 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.51% | — | +17.66% | |
| 23 | ALL | The Allstate Corporation | 股票-金融 | 1.50% | — | — | |
| 24 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.48% | — | +19.70% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.46% | — | +6.47% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.46% | — | +2.50% | |
| 27 | DFSEUR | Discover Financial Services | 股票-其他 | 1.45% | — | +6.68% | |
| 28 | SNY | Sanofi-adr | 股票-医疗保健 | 1.44% | — | +21.58% | |
| 29 | VFC | Vf CORP | 股票-周期性消费 | 1.43% | — | +20.07% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.41% | — | -2.44% | |
| 31 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 1.30% | — | +41.06% | |
| 32 | AVGO | Broadcom Inc. | 股票-科技 | 1.25% | — | +6.35% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 1.24% | — | +5.10% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.24% | — | -3.80% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 1.24% | — | +4.57% | |
| 36 | WM | Waste Management INC | 股票-工业 | 1.24% | — | +7.47% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 1.21% | — | +23.84% | |
| 38 | FLR | Fluor CORP | 股票-工业 | 1.21% | — | +2.59% | |
| 39 | AXP | American Express Company | 股票-金融 | 1.21% | — | +5.48% | |
| 40 | CSX | Csx CORP | 股票-工业 | 1.20% | — | +9.23% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 1.20% | — | +8.17% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.10% | +0.05% | +2.14% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 1.08% | — | +3.41% | |
| 44 | T | At&t INC | 股票-通信服务 | 1.07% | — | +3.45% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | — | +3090.64% | |
| 46 | ✓ | 股票-其他 | 1.00% | — | +6.93% | ||
| 47 | NUE | Nucor CORP | 股票-原材料 | 0.91% | — | +7.25% | |
| 48 | EXC | Exelon CORP | 股票-公用事业 | 0.90% | — | +18.86% | |
| 49 | ✓ | 股票-其他 | 0.88% | — | +15.71% | ||
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.86% | — | +4727.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +4.9% | +152.97% | 加仓 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +2.4% | +7557.34% | 加仓 |
| 3 | AMLPUSD | Alerian Mlp ETF | +1.2% | +265.75% | 加仓 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +1.1% | +186.26% | 加仓 |
| 5 | IJR | Ishares Core S&p Small-cap E | +1% | +3090.64% | 加仓 |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | +0.8% | +4727.88% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.4% | +3357.44% | 加仓 |
| 8 | ✓ | iShares S&P AMT-Free Municipal | +0.3% | +93.42% | 加仓 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +201.64% | 加仓 |
| 10 | IYW | Ishares Ustechnology ETF | +0.2% | +305.01% | 加仓 |
| 11 | MSFT | Microsoft CORP | 0% | -0.30% | 减仓 |
| 12 | ✓ | — | +6.93% | 加仓 | |
| 13 | AVGO | Broadcom Inc. | 0% | +6.35% | 加仓 |
| 14 | CVS | Cvs Health CORP | -0.1% | +17.66% | 加仓 |
| 15 | MA | Mastercard INC - A | -0.1% | +8.17% | 加仓 |
| 16 | PG | Procter & Gamble Co/the | -0.1% | +6.34% | 加仓 |
| 17 | BLKCHF | Blackrock INC | -0.1% | +2.84% | 加仓 |
| 18 | WM | Waste Management INC | -0.1% | +7.47% | 加仓 |
| 19 | QCOM | Qualcomm INC | -0.1% | +23.84% | 加仓 |
| 20 | AMT | American Tower CORP | -0.1% | +5.51% | 加仓 |
| 21 | INTC | Intel CORP | -0.1% | +0.98% | 加仓 |
| 22 | HD | Home Depot INC | -0.1% | +1.05% | 加仓 |
| 23 | SBUX | Starbucks CORP | -0.1% | +6.47% | 加仓 |
| 24 | JNJ | Johnson & Johnson | -0.1% | +3.81% | 加仓 |
| 25 | NVS | Novartis Ag-sponsored Adr | -0.1% | +19.70% | 加仓 |
| 26 | GILD | Gilead Sciences INC | -0.2% | +9.27% | 加仓 |
| 27 | WFC | Wells Fargo & Co | -0.2% | +5.79% | 加仓 |
| 28 | PEP | Pepsico INC | -0.2% | +6.93% | 加仓 |
| 29 | AEP | American Electric Power Company, Inc. | -0.2% | -8.96% | 减仓 |
| 30 | JPM | Jpmorgan Chase & Co | -0.2% | +5.25% | 加仓 |
| 31 | MO | Altria Group INC | -0.2% | -83.32% | 减仓 |
| 32 | PM | Philip Morris International | -0.2% | -77.69% | 减仓 |
| 33 | RWR | Ss Spdr Dow Jones Reit ETF | -0.3% | -92.24% | 减仓 |
| 34 | ✓ | -1.3% | -99.76% | 减仓 | |
| 35 | IFGL | Ishares International Develo | -3.3% | -97.15% | 减仓 |
| 36 | AAPL | Apple Computer | — | NEW | 新建仓 |
| 37 | AAPL | Apple INC | — | EXIT | 清仓 |
| 38 | ABT | Abbott Laboratories | — | NEW | 新建仓 |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 40 | ALL | The Allstate Corporation | — | NEW | 新建仓 |
| 41 | ABT | Abbott Laboratories | — | EXIT | 清仓 |
| 42 | ALL | Allstate CORP | — | EXIT | 清仓 |
| 43 | GOOG | Alphabet A | — | EXIT | 清仓 |
| 44 | ✓ | Ishares | — | NEW | 新建仓 |
| 45 | WDC | Western Digital CORP | — | NEW | 新建仓 |
| 46 | AMZN | Amazon.com, Inc. | — | NEW | 新建仓 |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新建仓 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清仓 |
| 49 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 50 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新建仓 |