CIK: 0001610520
申报总市值
US$6663.2亿
仅显示前 200 大持股（共 6790 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 | 8.54% | -0.02% | -15.60% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.20% | — | +46.65% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.38% | -0.18% | -8.04% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.37% | — | -6.73% | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.35% | +0.18% | -18.88% | |
| 6 | UBS | UBS Group AG | 股票-金融 | 1.25% | -0.41% | -1.43% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.24% | — | +164.89% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.24% | — | -2.61% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.80% | -4.93% | |
| 10 | INTC | Intel CORP | 股票-科技 | 0.84% | — | +7.17% | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.80% | — | +77.81% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.20% | +5.79% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | — | -16.85% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.72% | — | -15.79% | |
| 15 | T | At&t INC | 股票-通信服务 | 0.65% | — | -4.13% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | -0.41% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | -4.33% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | -0.65% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.20% | +12.09% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.57% | +0.13% | +140.09% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | -3.78% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | +5.84% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.54% | — | -7.49% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | — | +2.50% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 0.53% | — | +0.89% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.51% | — | -2.25% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.18% | +26.73% | |
| 28 | UTXZ | United Tech CORP | 股票-其他 | 0.50% | — | +1.17% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | — | +3.42% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | — | -0.14% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | — | +1.76% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +11.08% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.46% | -0.10% | +18.02% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.46% | +0.24% | +61.50% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.46% | — | +38.02% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.45% | — | +19.09% | |
| 37 | ✓ | 股票-其他 | 0.45% | — | -16.78% | ||
| 38 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.44% | — | +2.60% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | -0.20% | -49.27% | |
| 40 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.43% | — | +2323.78% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | — | +11.85% | |
| 42 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.42% | — | -22.45% | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.41% | — | +8.73% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | +5.53% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | +5.09% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | -13.34% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | — | +7.81% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | -0.25% | -14.84% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | +4.75% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.38% | — | +10.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.9% | +46.65% | 加仓 |
| 2 | PG | Procter & Gamble Co/the | +0.8% | +164.89% | 加仓 |
| 3 | CMG | Chipotle Mexican Grill INC | +0.4% | +2323.78% | 加仓 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | +0.4% | +77.81% | 加仓 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +140.09% | 加仓 |
| 6 | UPS | United Parcel Service, Inc. | +0.2% | +553.33% | 加仓 |
| 7 | LYB | LyondellBasell Industries N.V. | +0.2% | +795.66% | 加仓 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +61.50% | 加仓 |
| 9 | PXGBX | Praxair INC | +0.2% | +500.57% | 加仓 |
| 10 | BAC | Bank Of America CORP | +0.2% | +26.73% | 加仓 |
| 11 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +18.02% | 加仓 |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.1% | +94.02% | 加仓 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +78.00% | 加仓 |
| 14 | INTC | Intel CORP | +0.1% | +7.17% | 加仓 |
| 15 | BIDU | Baidu INC - Spon Adr | +0.1% | +42.73% | 加仓 |
| 16 | MDLZ | Mondelez International Inc-a | +0.1% | +38.02% | 加仓 |
| 17 | USIG | Ishares Broad Usd Investment | +0.1% | +365.38% | 加仓 |
| 18 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | +0.1% | +76.00% | 加仓 |
| 19 | FTI | TechnipFMC plc | +0.1% | +4328.93% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +12.09% | 加仓 |
| 21 | MET | Metlife INC | +0.1% | +26.07% | 加仓 |
| 22 | NFLX | Netflix INC | +0.1% | +77.44% | 加仓 |
| 23 | XLV | Ss Health Care Select Sector | +0.1% | +27.65% | 加仓 |
| 24 | TXN | Texas Instruments INC | +0.1% | +17.01% | 加仓 |
| 25 | IVZ | Invesco Ltd. | +0.1% | +5.86% | 加仓 |
| 26 | GM | General Motors Co | +0.1% | +34.42% | 加仓 |
| 27 | JWNUSD | Nordstrom INC | +0.1% | +6.84% | 加仓 |
| 28 | VUG | Vanguard Growth ETF | +0.1% | +11.08% | 加仓 |
| 29 | MSFT | Microsoft CORP | 0% | -4.93% | 减仓 |
| 30 | XLF | Ss Financial Select Sector | -0.1% | -7.93% | 减仓 |
| 31 | XRT | Ss Spdr S&p Retail ETF | -0.1% | -53.12% | 减仓 |
| 32 | JD | Jd.com Inc-adr | -0.1% | -63.19% | 减仓 |
| 33 | YUM | Yum! Brands INC | -0.1% | -22.45% | 减仓 |
| 34 | CVX | Chevron CORP | -0.1% | -13.34% | 减仓 |
| 35 | CTSH | Cognizant Tech Solutions-a | -0.1% | -75.05% | 减仓 |
| 36 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -28.22% | 减仓 |
| 37 | T | At&t INC | -0.1% | -4.13% | 减仓 |
| 38 | ✓ | -0.1% | -16.78% | 减仓 | |
| 39 | GDX | Vaneck Gold Miners ETF | -0.2% | -50.03% | 减仓 |
| 40 | WBA | Walgreens Boots Alliance INC | -0.2% | -51.97% | 减仓 |
| 41 | AEP | American Electric Power Company, Inc. | -0.2% | -15.79% | 减仓 |
| 42 | XLI | Ss Industrial Select Sector | -0.3% | -59.48% | 减仓 |
| 43 | BA | Boeing Co/the | -0.3% | -49.23% | 减仓 |
| 44 | AMZN | Amazon.com INC | -0.3% | -49.27% | 减仓 |
| 45 | GLD | Spdr Gold Shares | -0.4% | -18.88% | 减仓 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.8% | -15.60% | 减仓 |
| 47 | JNJ | Johnson & Johnson | — | EXIT | 清仓 |
| 48 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
| 49 | STWD | Starwood Property Trust, Inc. | — | EXIT | 清仓 |
| 50 | ✓ | — | EXIT | 清仓 |