CIK: 0001610520
申报总市值
US$6663.2亿
仅显示前 200 大持股（共 6932 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 | 6.70% | -0.02% | -25.46% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.06% | -0.18% | +71.21% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.62% | — | +11.95% | |
| 4 | UNP | Union Pacific CORP | 股票-工业 | 1.54% | — | +169.12% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.28% | — | +9.07% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.80% | +8.82% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.13% | — | +18.22% | |
| 8 | UBS | UBS Group AG | 股票-金融 | 1.06% | -0.41% | -1.65% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | — | +20.80% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | -0.15% | -13.63% | |
| 11 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.96% | — | +33.41% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.86% | -0.20% | +9.99% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.83% | -0.10% | -24.05% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | — | -4.16% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | +7.71% | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.78% | — | +3.24% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | +0.63% | +7.80% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.73% | — | +5.75% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | +10.68% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.20% | +11.14% | |
| 21 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.70% | — | +3.96% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | +0.24% | +2.67% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.66% | — | +2.47% | |
| 24 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.64% | — | +88.55% | |
| 25 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.64% | — | -23.76% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | -0.18% | +18.56% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.59% | — | +7.56% | |
| 28 | UTXZ | United Tech CORP | 股票-其他 | 0.55% | — | +16.52% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.53% | +0.06% | +6.41% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | — | +4.53% | |
| 31 | AABAUSD | Altaba INC | 股票-其他 | 0.52% | — | +302.44% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.20% | +5.61% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.50% | — | +0.55% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.50% | +0.13% | +2.72% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | +13.64% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | -0.25% | -4.57% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | +2.76% | |
| 38 | BLKCHF | Blackrock INC | 股票-其他 | 0.48% | — | +10.80% | |
| 39 | MDT | Medtronic plc | 股票-医疗保健 | 0.48% | — | +12.00% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +5.17% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | +0.32% | +6.23% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.45% | — | -8.31% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | +1.07% | |
| 44 | HLF | Herbalife Ltd. | 股票-其他 | 0.44% | — | +130.34% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.43% | — | +11.07% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.43% | — | +5.08% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | — | +7.34% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | +4.78% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | — | +0.22% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | — | +17.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | +1% | +169.12% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.7% | +71.21% | 加仓 |
| 3 | AABAUSD | Altaba INC | +0.4% | +302.44% | 加仓 |
| 4 | DD | DuPont de Nemours, Inc. | +0.3% | +88.55% | 加仓 |
| 5 | DB | Deutsche Bank Aktiengesellschaft | +0.2% | +33.41% | 加仓 |
| 6 | HLF | Herbalife Ltd. | +0.2% | +130.34% | 加仓 |
| 7 | ADSK | Autodesk INC | +0.2% | +762.62% | 加仓 |
| 8 | WBA | Walgreens Boots Alliance INC | +0.2% | +254.52% | 加仓 |
| 9 | AAPL | Apple INC | +0.1% | +11.95% | 加仓 |
| 10 | AMZN | Amazon.com INC | +0.1% | +9.99% | 加仓 |
| 11 | ITB | Ishares U.s. Home Constructi | +0.1% | +169.67% | 加仓 |
| 12 | EWJ | Ishares Msci Japan ETF | +0.1% | +323.01% | 加仓 |
| 13 | MSFT | Microsoft CORP | +0.1% | +8.82% | 加仓 |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +18.22% | 加仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +66.29% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.1% | +18.56% | 加仓 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +20.80% | 加仓 |
| 18 | EPD | Enterprise Products Partners | +0.1% | +74.61% | 加仓 |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +62.70% | 加仓 |
| 20 | GDX | Vaneck Gold Miners ETF | +0.1% | +91.23% | 加仓 |
| 21 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +144.82% | 加仓 |
| 22 | SMHC | VanEck China Semiconductor ETF | +0.1% | +210.81% | 加仓 |
| 23 | CHTR | Charter Communications Inc-a | +0.1% | +282.87% | 加仓 |
| 24 | INTC | Intel CORP | +0.1% | +3.24% | 加仓 |
| 25 | HD | Home Depot INC | +0.1% | +7.71% | 加仓 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +11.14% | 加仓 |
| 27 | UTXZ | United Tech CORP | +0.1% | +16.52% | 加仓 |
| 28 | TWXCHF | Time Warner INC | +0.1% | +99.49% | 加仓 |
| 29 | KHC | Kraft Heinz Co/the | +0.1% | +85.05% | 加仓 |
| 30 | BLKCHF | Blackrock INC | +0.1% | +10.80% | 加仓 |
| 31 | C | Citigroup INC | +0.1% | +35.72% | 加仓 |
| 32 | BIDU | Baidu INC - Spon Adr | +0.1% | +47.12% | 加仓 |
| 33 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +43.84% | 加仓 |
| 34 | DIS | Walt Disney Co/the | +0.1% | +13.64% | 加仓 |
| 35 | WFC | Wells Fargo & Co | +0.1% | +17.29% | 加仓 |
| 36 | BA | Boeing Co/the | +0.1% | +11.81% | 加仓 |
| 37 | ET | Energy Transfer LP | +0.1% | +31.77% | 加仓 |
| 38 | JNJ | Johnson & Johnson | 0% | +10.68% | 加仓 |
| 39 | CL | Colgate-palmolive Co | 0% | +19.23% | 加仓 |
| 40 | CVX | Chevron CORP | — | +5.75% | 加仓 |
| 41 | EFA | Ishares Msci Eafe ETF | 0% | +9.07% | 加仓 |
| 42 | IEFA | Ishares Core Msci Eafe ETF | 0% | +7.80% | 加仓 |
| 43 | PRU | Prudential Financial INC | -0.1% | -72.80% | 减仓 |
| 44 | ✓ | Shire PLC | -0.1% | -56.42% | 减仓 |
| 45 | CVS | Cvs Health CORP | -0.2% | -26.22% | 减仓 |
| 46 | AEP | American Electric Power Company, Inc. | -0.2% | -2.69% | 减仓 |
| 47 | MDLZ | Mondelez International Inc-a | -0.3% | -23.76% | 减仓 |
| 48 | ✓ | -0.3% | -57.58% | 减仓 | |
| 49 | BABA | Alibaba Group Holding-sp Adr | -0.4% | -24.05% | 减仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.8% | -25.46% | 减仓 |