CIK: 0001286478
申报总市值
US$7.8亿
| # | 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 | UBSI | United Bankshares INC | 股票-金融 | 8.35% | +0.15% | -0.42% | |
| 2 | HUBB | Hubbell INC | 股票-工业 | 6.54% | +1.20% | — | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 6.21% | — | +30.91% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.78% | -0.50% | +0.33% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -1.12% | -1.30% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.91% | +0.46% | +0.39% | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.76% | -0.21% | -0.86% | |
| 8 | CSCO | Cisco Systems INC | 股票-科技 | 2.68% | -0.16% | -3.85% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.68% | — | +17.15% | |
| 10 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.59% | — | +1.45% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.56% | +0.07% | +17.32% | |
| 12 | UNP | Union Pacific CORP | 股票-工业 | 2.54% | — | -1.50% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.54% | -0.46% | +1.71% | |
| 14 | AMGN | Amgen INC | 股票-医疗保健 | 2.46% | -0.01% | +0.24% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.44% | +0.04% | +11.83% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.38% | — | +0.30% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工业 | 2.32% | — | +2.06% | |
| 18 | T | At&t INC | 股票-通信服务 | 2.31% | — | -0.75% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.24% | — | +0.84% | |
| 20 | MMM | 3m Co | 股票-工业 | 2.16% | — | +10.63% | |
| 21 | RTN1USD | Raytheon Company | 股票-其他 | 2.10% | — | -0.97% | |
| 22 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 2.09% | — | +2.99% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.04% | — | — | |
| 24 | WM | Waste Management INC | 股票-工业 | 1.86% | — | +4.05% | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.83% | — | +2.29% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.79% | -0.06% | -64.36% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.77% | -0.81% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.31% | +109.67% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.09% | — | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | -0.21% | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.29% | -0.06% | |
| 32 | BBTUSD | Bb&t CORP | 股票-其他 | 0.83% | — | -0.46% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.49% | -0.26% | |
| 34 | OSBCAD | Norbord INC | 股票-其他 | 0.64% | — | — | |
| 35 | URI | United Rentals INC | 股票-工业 | 0.63% | — | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | -8.49% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.52% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | — | -45.34% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | -0.07% | — | |
| 40 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.42% | +0.18% | -14.48% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.37% | — | — | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.33% | — | -2.83% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.33% | — | +154.19% | |
| 44 | HFCUSD | Hollyfrontier CORP | 股票-其他 | 0.32% | — | -55.86% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.30% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.30% | — | — | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.28% | — | — | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.27% | — | -23.67% | |
| 49 | D | Dominion Energy INC | 股票-公用事业 | 0.27% | — | -0.88% | |
| 50 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.26% | -0.07% | -1.50% |