CIK: 0001633172
申报总市值
US$4.5亿
仅显示前 200 大持股（共 233 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 | AAPL | Apple INC | 股票-科技 | 3.39% | — | +2.68% | |
| 2 | HD | Home Depot INC | 股票-周期性消费 | 3.18% | — | +2.86% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.09% | — | -2.08% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.83% | — | +3.31% | |
| 5 | ARKK | Ark Innovation ETF | ETF-其他 | 2.56% | — | -2.73% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | — | -1.21% | |
| 7 | T | At&t INC | 股票-通信服务 | 1.87% | — | +12.39% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | — | -4.46% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | — | -11.73% | |
| 10 | UPS | United Parcel Service-cl B | 股票-工业 | 1.64% | — | +1.28% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.60% | — | +0.68% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.36% | — | +6.15% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.33% | — | +4.54% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.31% | — | -1.21% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.31% | — | +2.40% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.18% | — | +5.24% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | +0.22% | |
| 18 | WPC | Wp Carey INC | 股票-房地产 | 1.13% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | — | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.10% | — | +3.37% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.09% | — | -0.05% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | — | -0.81% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 1.02% | — | +1.72% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | — | +0.01% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.98% | — | +3.27% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.97% | — | +13.98% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | — | +4.40% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | — | +24.95% | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.87% | — | -4.50% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | — | -2.62% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.81% | — | +3.09% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.80% | — | +6.74% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.80% | — | +217.40% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.78% | — | -0.03% | |
| 35 | CBAN | Colony Bankcorp | 股票-其他 | 0.71% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | — | -0.27% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | -0.98% | |
| 38 | TSS | Total System Services INC | 股票-其他 | 0.70% | — | -8.31% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | +5.22% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.68% | — | +4.50% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | +7.30% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | — | +0.23% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.64% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | — | -7.47% | |
| 45 | GIS | General Mills INC | 股票-非周期性消费 | 0.62% | — | -3.13% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | — | +26.35% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | -4.34% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.56% | — | +6.63% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | — | +32.69% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | -2.87% |