CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 346 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 | 4.63% | +0.30% | -47.71% | |
| 2 | AAPL | Apple Computer | 股票-科技 | 2.76% | — | +16.24% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.31% | -0.06% | +7.45% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.27% | — | +9.43% | |
| 5 | PEP | Pepsico INC | 股票-非周期性消费 | 1.98% | — | +4.77% | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 1.91% | — | +7.64% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | — | +6.15% | |
| 8 | AMT | American Tower CORP | 股票-房地产 | 1.89% | — | -3.70% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.85% | -0.22% | EXIT | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 1.84% | -0.06% | +5.01% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | — | +18.70% | |
| 12 | BLKCHF | Blackrock INC | 股票-其他 | 1.83% | — | -2.26% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.81% | — | +3.34% | |
| 14 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.78% | — | +12.59% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.77% | — | +5.85% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.76% | — | +24.10% | |
| 17 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 1.74% | — | +2.59% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.72% | — | +17.62% | |
| 19 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.72% | — | +8.42% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.65% | — | +54.33% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.61% | — | +18.50% | |
| 22 | VFC | Vf CORP | 股票-周期性消费 | 1.61% | — | +9.92% | |
| 23 | DFSEUR | Discover Financial Services | 股票-其他 | 1.61% | — | +17.67% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 1.60% | — | +23.84% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.59% | — | +10.72% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 1.54% | — | +15.04% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.46% | — | +186.06% | |
| 28 | ALL | The Allstate Corporation | 股票-金融 | 1.40% | — | -13.18% | |
| 29 | SNY | Sanofi-adr | 股票-医疗保健 | 1.39% | — | +4.20% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 1.37% | — | +12.01% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.37% | — | -7.19% | |
| 32 | UTXZ | United Tech CORP | 股票-其他 | 1.37% | — | +7.18% | |
| 33 | WM | Waste Management INC | 股票-工业 | 1.37% | — | +1.10% | |
| 34 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.35% | — | +9.56% | |
| 35 | CSX | Csx CORP | 股票-工业 | 1.34% | — | +13.29% | |
| 36 | FLR | Fluor CORP | 股票-工业 | 1.33% | — | -1.94% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | +0.05% | +17.62% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 1.27% | — | +10.96% | |
| 39 | AXP | American Express Company | 股票-金融 | 1.19% | — | +27.62% | |
| 40 | SO | Southern Co/the | 股票-公用事业 | 1.19% | — | +0.47% | |
| 41 | T | At&t INC | 股票-通信服务 | 1.18% | — | -2.24% | |
| 42 | WDC | Western Digital CORP | 股票-科技 | 1.17% | — | +86.09% | |
| 43 | ✓ | 股票-其他 | 1.12% | — | +1.28% | ||
| 44 | NUE | Nucor CORP | 股票-原材料 | 1.10% | — | +3.86% | |
| 45 | CERNCHF | Cerner CORP | 股票-其他 | 1.09% | — | +6281.07% | |
| 46 | EXC | Exelon CORP | 股票-公用事业 | 1.09% | — | -5.61% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.06% | +0.05% | -46.13% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.98% | — | +10.43% | |
| 49 | ✓ | 股票-其他 | 0.96% | — | +8.66% | ||
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.93% | — | +9.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CERNCHF | Cerner CORP | +1.1% | +6281.07% | 加仓 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1% | +186.06% | 加仓 |
| 3 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.6% | +1180.77% | 加仓 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.6% | +54.33% | 加仓 |
| 5 | MUB | Ishares National Muni Bond E | +0.5% | +1254.26% | 加仓 |
| 6 | AAPL | Apple Computer | +0.4% | +16.24% | 加仓 |
| 7 | DKS | Dick's Sporting Goods INC | +0.4% | +2.59% | 加仓 |
| 8 | WDC | Western Digital CORP | +0.4% | +86.09% | 加仓 |
| 9 | CSCO | Cisco Systems INC | +0.4% | +23.84% | 加仓 |
| 10 | JNJ | Johnson & Johnson | +0.3% | +9.43% | 加仓 |
| 11 | WMT | Walmart INC | +0.3% | +5.01% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +18.70% | 加仓 |
| 13 | ✓ | +0.2% | +1.28% | 加仓 | |
| 14 | INTC | Intel CORP | +0.2% | +24.10% | 加仓 |
| 15 | ✓ | Claymore Exchange Trd Fd Tr | +0.2% | +1495.98% | 加仓 |
| 16 | CVS | Cvs Health CORP | +0.2% | +8.42% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +6.17% | 加仓 |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.2% | +17.62% | 加仓 |
| 19 | NUE | Nucor CORP | +0.2% | +3.86% | 加仓 |
| 20 | EXC | Exelon CORP | +0.2% | -5.61% | 减仓 |
| 21 | VFC | Vf CORP | +0.2% | +9.92% | 加仓 |
| 22 | QCOM | Qualcomm INC | +0.2% | +12.01% | 加仓 |
| 23 | DFSEUR | Discover Financial Services | +0.2% | +17.67% | 加仓 |
| 24 | DIS | Walt Disney Co/the | +0.2% | +18.50% | 加仓 |
| 25 | CSX | Csx CORP | +0.1% | +13.29% | 加仓 |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +5.85% | 加仓 |
| 27 | HD | Home Depot INC | +0.1% | +7.64% | 加仓 |
| 28 | ABT | Abbott Laboratories | +0.1% | +17.62% | 加仓 |
| 29 | SBUX | Starbucks CORP | +0.1% | +10.72% | 加仓 |
| 30 | WM | Waste Management INC | +0.1% | +1.10% | 加仓 |
| 31 | UTXZ | United Tech CORP | +0.1% | +7.18% | 加仓 |
| 32 | SLB | Slb LTD | +0.1% | +10.43% | 加仓 |
| 33 | AGG | Ishares Core U.s. Aggregate | +0.1% | +29.72% | 加仓 |
| 34 | FLR | Fluor CORP | +0.1% | -1.94% | 减仓 |
| 35 | PEP | Pepsico INC | +0.1% | +4.77% | 加仓 |
| 36 | IXJ | Ishares Global Healthcare Et | -0.1% | -77.75% | 减仓 |
| 37 | IYW | Ishares Ustechnology ETF | -0.2% | -66.41% | 减仓 |
| 38 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | -0.8% | -90.44% | 减仓 |
| 39 | VWO | Vanguard Ftse Emerging Marke | -0.8% | -46.13% | 减仓 |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | -1.1% | -89.91% | 减仓 |
| 41 | AMLPUSD | Alerian Mlp ETF | -1.9% | -99.64% | 减仓 |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -2.3% | -92.61% | 减仓 |
| 43 | VEA | Vanguard Ftse Developed ETF | -4.6% | -47.71% | 减仓 |
| 44 | AVGO | Broadcom Inc. | — | EXIT | 清仓 |
| 45 | ✓ | Claymore Exchange Trd Fd Tr | — | NEW | 新建仓 |
| 46 | TFI | Ss Spdr N Ice Muni Bond ETF | — | NEW | 新建仓 |
| 47 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | 新建仓 |
| 48 | FFG | Fbl Financial Group Inc-cl A | — | NEW | 新建仓 |
| 49 | VUG | Vanguard Growth ETF | — | NEW | 新建仓 |
| 50 | VTV | Vanguard Value ETF | — | NEW | 新建仓 |