CIK: 0001632105
申报总市值
US$6.8亿
仅显示前 200 大持股（共 220 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 | 7.87% | -0.27% | -1.58% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.07% | -1.55% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.74% | +0.17% | -0.22% | |
| 4 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 2.30% | — | +2.08% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.04% | +0.09% | +4.55% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.92% | -0.11% | -0.23% | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 1.86% | -0.10% | +0.30% | |
| 8 | ADBE | Adobe INC | 股票-科技 | 1.73% | — | -1.54% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.03% | +2.83% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.60% | — | +0.12% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.58% | -0.16% | +7.13% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.57% | — | +1.61% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.51% | — | -3.02% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | — | +0.07% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.06% | — | +1.60% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.06% | -0.03% | +10.04% | |
| 17 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.02% | — | — | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.99% | — | -0.06% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | -0.05% | -2.89% | |
| 20 | SO | Southern Co/the | 股票-公用事业 | 0.96% | +0.09% | -0.10% | |
| 21 | CAT | Caterpillar INC | 股票-工业 | 0.89% | -0.02% | -0.64% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | -0.10% | +2.08% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.86% | +0.11% | +2.43% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 0.85% | — | -10.54% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.84% | -0.05% | +5.40% | |
| 26 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.83% | -0.12% | +104.73% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.83% | -0.05% | +0.83% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | -0.05% | +9.27% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.80% | -0.06% | +0.80% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.78% | — | +1.95% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.15% | -0.43% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.73% | — | -0.42% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | +0.24% | +9.10% | |
| 34 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.72% | — | — | |
| 35 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.72% | — | — | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.04% | — | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.70% | — | -2.61% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | +0.50% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.69% | — | -5.35% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.67% | — | +0.39% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.64% | — | +0.02% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.64% | — | -1.22% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.64% | — | -3.36% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.63% | -0.06% | — | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.18% | +0.99% | |
| 46 | DE | Deere & Co | 股票-工业 | 0.58% | — | -2.28% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | — | -0.71% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.56% | — | -0.66% | |
| 49 | ✓ | Duke Energy Corp New | 股票-其他 | 0.56% | — | +4.79% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | -15.03% |