CIK: 0001585822
申报总市值
US$4.4亿
仅显示前 200 大持股（共 279 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 12.03% | +0.16% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 9.24% | -0.32% | -9.90% | |
| 3 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 6.28% | — | -2.89% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 6.18% | — | +0.00% | |
| 5 | ✓ | At&t CORP | 股票-其他 | 6.17% | — | — | |
| 6 | VZ | Verizon Communications INC | 股票-通信服务 | 6.09% | +0.11% | +0.19% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 5.47% | -0.06% | -3.05% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.19% | -0.36% | -18.11% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.52% | -0.10% | +9.88% | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 3.49% | — | -8.64% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.35% | — | +5.71% | |
| 12 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 2.32% | — | — | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 2.13% | — | +286.28% | |
| 14 | ✓ | 股票-其他 | 2.12% | — | +25109.46% | ||
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.05% | — | +5029.62% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.77% | — | -0.03% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.61% | -0.28% | +1556.25% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工业 | 1.59% | +0.06% | +1.26% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.56% | — | +5989.15% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.40% | — | +173730.00% | |
| 21 | MDT | Medtronic plc | 股票-医疗保健 | 1.23% | — | — | |
| 22 | MMM | 3m Co | 股票-工业 | 1.02% | -0.03% | +0.13% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | -1.55% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工业 | 0.69% | +0.07% | +11.14% | |
| 25 | FAZEUR | Direx Dly Fin Bea 3x Etf-usd | ETF-其他 | 0.63% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | — | — | |
| 27 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.53% | — | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.49% | — | +1796.93% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | +888.51% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.87% | +1904.62% | |
| 31 | ✓ | Wisconsin Energy CORP | 股票-其他 | 0.48% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.08% | +17.91% | |
| 33 | ✓ | United States Natl Gas Fund | 股票-其他 | 0.41% | — | — | |
| 34 | EOG | Eog Resources INC | 股票-能源 | 0.40% | — | — | |
| 35 | ✓ | Arris Group INC Com | 股票-其他 | 0.36% | — | — | |
| 36 | ✓ | Proshares | 股票-其他 | 0.34% | — | — | |
| 37 | ITPCAD | Intertape Polymer Group INC | 股票-其他 | 0.33% | — | — | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.32% | — | +35.53% | |
| 39 | XEL | Xcel Energy INC | 股票-公用事业 | 0.29% | — | -11.03% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | +5.88% | |
| 41 | ✓ | Credit Suisse AG Nassau Brh | 股票-其他 | 0.25% | — | — | |
| 42 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.25% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.24% | +0.10% | +459.04% | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.23% | — | -13.77% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.19% | +0.09% | +23.58% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.16% | — | +380.13% | |
| 47 | FIS | Fidelity National Info Serv | 股票-科技 | 0.15% | — | -3.36% | |
| 48 | ASB 8 PERP | Assoc Banc-corp | 股票-金融 | 0.15% | — | — | |
| 49 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.14% | — | +917.14% | |
| 50 | ITW | Illinois Tool Works | 股票-工业 | 0.14% | — | +0.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.1% | +25109.46% | 加仓 | |
| 2 | GLD | Spdr Gold Shares | +2% | +5029.62% | 加仓 |
| 3 | ABBV | Abbvie INC | +1.5% | +5989.15% | 加仓 |
| 4 | AMZN | Amazon.com INC | +1.5% | +1556.25% | 加仓 |
| 5 | BAC | Bank Of America CORP | +1.4% | +173730.00% | 加仓 |
| 6 | WFC | Wells Fargo & Co | +1.4% | +286.28% | 加仓 |
| 7 | VHT | Vanguard Health Care ETF | +0.5% | +1796.93% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.5% | +1904.62% | 加仓 |
| 9 | PFE | Pfizer INC | +0.4% | +888.51% | 加仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +459.04% | 加仓 |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +380.13% | 加仓 |
| 12 | STZ | Constellation Brands Inc-a | +0.1% | +917.14% | 加仓 |
| 13 | NOC | Northrop Grumman CORP | 0% | +11.14% | 加仓 |
| 14 | LMT | Lockheed Martin CORP | -0.3% | +1.26% | 加仓 |
| 15 | VYM | Vanguard High Dvd Yield ETF | -0.7% | +5.71% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | -0.7% | +9.88% | 加仓 |
| 17 | BMY | Bristol-myers Squibb Co | -1.2% | -2.89% | 减仓 |
| 18 | VZ | Verizon Communications INC | -1.7% | +0.19% | 加仓 |
| 19 | SBUX | Starbucks CORP | -1.8% | -8.64% | 减仓 |
| 20 | DIS | Walt Disney Co/the | -2.2% | -3.05% | 减仓 |
| 21 | GOOG | Alphabet Inc-cl C | -3.1% | -18.11% | 减仓 |
| 22 | AAPL | Apple INC | -6.3% | -9.90% | 减仓 |
| 23 | VCIT | Vanguard Int-term Corporate | — | NEW | 新建仓 |
| 24 | ✓ | At&t CORP | — | NEW | 新建仓 |
| 25 | T | At&t INC | — | EXIT | 清仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清仓 |
| 27 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新建仓 |
| 28 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 29 | MDT | Medtronic plc | — | NEW | 新建仓 |
| 30 | MDT | Medtronic plc | — | EXIT | 清仓 |
| 31 | FAZEUR | Direx Dly Fin Bea 3x Etf-usd | — | NEW | 新建仓 |
| 32 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新建仓 |
| 33 | SDS | ProShares UltraShort S&P500 | — | NEW | 新建仓 |
| 34 | ✓ | Wisconsin Energy CORP | — | NEW | 新建仓 |
| 35 | WEC | Wec Energy Group INC | — | EXIT | 清仓 |
| 36 | KR | Kroger Co | — | EXIT | 清仓 |
| 37 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清仓 |
| 38 | ✓ | United States Natl Gas Fund | — | NEW | 新建仓 |
| 39 | EOG | Eog Resources INC | — | NEW | 新建仓 |
| 40 | ✓ | Arris Group INC Com | — | NEW | 新建仓 |
| 41 | ✓ | Proshares | — | NEW | 新建仓 |
| 42 | ITPCAD | Intertape Polymer Group INC | — | NEW | 新建仓 |
| 43 | ✓ | Credit Suisse AG Nassau Brh | — | NEW | 新建仓 |
| 44 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新建仓 |
| 45 | SCOUSD | Proshares Ultrashort Bloombe | — | EXIT | 清仓 |
| 46 | IBM | Intl Business Machines CORP | — | NEW | 新建仓 |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新建仓 |
| 48 | XLE | Ss Energy Select Sector | — | NEW | 新建仓 |
| 49 | VTV | Vanguard Value ETF | — | NEW | 新建仓 |
| 50 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | 新建仓 |