CIK: 0001610520
申报总市值
US$6663.2亿
仅显示前 200 大持股（共 6928 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.13% | -0.02% | -26.69% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.02% | -0.18% | +79.48% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.90% | — | +19.20% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.20% | +349.98% | |
| 5 | UBS | UBS Group AG | 股票-金融 | 1.35% | -0.41% | +0.78% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | -0.80% | +6.58% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.96% | — | -12.00% | |
| 8 | INTC | Intel CORP | 股票-科技 | 0.90% | — | +26.69% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.87% | — | -31.80% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.84% | — | +6.55% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.20% | +1.31% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | — | +14.14% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | +1.94% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | — | +26.25% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | — | — | |
| 16 | VALE | Vale S.A. | 股票-原材料 | 0.60% | — | +2191.95% | |
| 17 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.58% | — | +9.01% | |
| 18 | BA | Boeing Co/the | 股票-工业 | 0.57% | — | +12.06% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.20% | -8.59% | |
| 20 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.56% | — | +20.78% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | +3.94% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | +12.83% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +1.98% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | +52.93% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | +33.93% | |
| 26 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.48% | — | -6.77% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.48% | — | +9.85% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | — | +12.87% | |
| 29 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.47% | — | +25.53% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | +7.03% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.47% | -0.10% | -14.66% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +11.65% | |
| 33 | TWXCHF | Time Warner INC | 股票-其他 | 0.46% | — | +145.05% | |
| 34 | MDT | Medtronic plc | 股票-医疗保健 | 0.45% | — | +2.79% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.45% | — | +7.92% | |
| 36 | ET | Energy Transfer LP | 股票-能源 | 0.43% | — | +34.41% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | -0.18% | +43.66% | |
| 38 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.42% | — | +3.89% | |
| 39 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.42% | — | +486.97% | |
| 40 | ✓ | 股票-其他 | 0.41% | — | +29.00% | ||
| 41 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +32.09% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.41% | — | +7.72% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.41% | — | +72.94% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.41% | — | +12.92% | |
| 45 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 0.41% | — | +30.60% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.40% | — | +0.50% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.39% | — | -1.53% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.39% | — | +47.65% | |
| 49 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.39% | — | +21.06% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | -0.25% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.7% | +79.48% | 加仓 |
| 2 | AMZN | Amazon.com INC | +1.1% | +349.98% | 加仓 |
| 3 | VALE | Vale S.A. | +0.6% | +2191.95% | 加仓 |
| 4 | KHC | Kraft Heinz Co/the | +0.4% | +486.97% | 加仓 |
| 5 | MPLX | Mplx LP | +0.3% | +4049.98% | 加仓 |
| 6 | TWXCHF | Time Warner INC | +0.2% | +145.05% | 加仓 |
| 7 | INTC | Intel CORP | +0.2% | +26.69% | 加仓 |
| 8 | ACN | Accenture plc | +0.2% | +771.67% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.2% | +6.58% | 加仓 |
| 10 | MCD | Mcdonald's CORP | +0.2% | +52.93% | 加仓 |
| 11 | WYNN | Wynn Resorts LTD | +0.2% | +542.48% | 加仓 |
| 12 | EZU | Ishares Msci Eurozone ETF | +0.2% | +226.06% | 加仓 |
| 13 | MET | Metlife INC | +0.2% | +140.90% | 加仓 |
| 14 | BIDU | Baidu INC - Spon Adr | +0.2% | +30.60% | 加仓 |
| 15 | AEP | American Electric Power Company, Inc. | +0.2% | +6.55% | 加仓 |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +72.94% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +26.25% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +14.14% | 加仓 |
| 19 | BAC | Bank Of America CORP | +0.1% | +43.66% | 加仓 |
| 20 | ✓ | +0.1% | +335.15% | 加仓 | |
| 21 | KO | Coca-cola Co/the | +0.1% | +33.93% | 加仓 |
| 22 | CVX | Chevron CORP | +0.1% | +32.09% | 加仓 |
| 23 | ✓ | +0.1% | +29.00% | 加仓 | |
| 24 | KDP | Keurig Dr Pepper Inc. | +0.1% | +2059.42% | 加仓 |
| 25 | CMCSA | Comcast Corp-class A | +0.1% | +47.65% | 加仓 |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +66.67% | 加仓 |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +40.33% | 加仓 |
| 28 | EWZ | Ishares Msci Brazil ETF | +0.1% | +99.03% | 加仓 |
| 29 | AAPL | Apple INC | +0.1% | +19.20% | 加仓 |
| 30 | GILD | Gilead Sciences INC | +0.1% | +20.78% | 加仓 |
| 31 | BA | Boeing Co/the | +0.1% | +12.06% | 加仓 |
| 32 | KMI | Kinder Morgan INC | -0.1% | -8.19% | 减仓 |
| 33 | BTI | British American Tob-sp Adr | -0.1% | -62.00% | 减仓 |
| 34 | BR | Broadridge Financial Solutio | -0.2% | -96.71% | 减仓 |
| 35 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -79.14% | 减仓 |
| 36 | EFA | Ishares Msci Eafe ETF | -0.2% | -12.00% | 减仓 |
| 37 | XRX | Xerox Holdings Corporation | -0.2% | -96.07% | 减仓 |
| 38 | FXI | Ishares China Large-cap ETF | -0.2% | -29.60% | 减仓 |
| 39 | LYV | Live Nation Entertainment In | -0.3% | -99.08% | 减仓 |
| 40 | M | Macy's INC | -0.3% | -30.27% | 减仓 |
| 41 | EEM | Ishares Msci Emerging Market | -0.5% | -31.80% | 减仓 |
| 42 | DOW | Dow Chem Co | -0.6% | -78.38% | 减仓 |
| 43 | AIG | American International Group | -0.7% | -75.07% | 减仓 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.8% | -26.69% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 46 | GOOG | Alphabet A | — | EXIT | 清仓 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 48 | ✓ | MarkWest Energy | — | EXIT | 清仓 |
| 49 | ✓ | Google INC Class C | — | EXIT | 清仓 |
| 50 | ✓ | — | EXIT | 清仓 |