CIK: 0001588871
申报总市值
US$18.9亿
仅显示前 200 大持股（共 580 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 11.72% | -0.97% | +5.62% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 10.65% | +0.17% | +6.94% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-其他 | 10.09% | -0.23% | +9.38% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 9.94% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.68% | -0.21% | +6.04% | |
| 6 | SWKS | Skyworks Solutions INC | 股票-科技 | 3.37% | — | +4.81% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.26% | -0.31% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.33% | +25.11% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.96% | — | +2.55% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.89% | -0.10% | +2.33% | |
| 11 | PFE | Pfizer INC | 股票-医疗保健 | 1.78% | — | +12.61% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.57% | -0.17% | +1.89% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.40% | -0.18% | +0.61% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.35% | — | +13.33% | |
| 15 | TMK | Torchmark CORP | 股票-其他 | 1.09% | — | +38.60% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.98% | — | +6.26% | |
| 17 | XECEUR | Cimarex Energy Co | 股票-其他 | 0.95% | — | +4606.26% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | +0.03% | +149.40% | |
| 19 | ✓ | Proshares | 股票-其他 | 0.83% | — | -23.14% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.77% | +0.19% | -6.50% | |
| 21 | ✓ | Energen CORP | 股票-其他 | 0.70% | — | -1.18% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | +32.38% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.30% | +40.36% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.08% | +60.93% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | — | +206.37% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 0.57% | +0.60% | +18.68% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.11% | +198.46% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.53% | — | +72.38% | |
| 29 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.52% | — | — | |
| 30 | SO | Southern Co/the | 股票-公用事业 | 0.51% | +0.03% | +93.28% | |
| 31 | PRA | Proassurance CORP | 股票-其他 | 0.51% | — | -15.89% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.50% | — | +97.09% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | — | +2477.02% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | +4.68% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | — | |
| 36 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.44% | — | +3.31% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | — | +386.17% | |
| 38 | RF | Regions Financial CORP | 股票-金融 | 0.42% | — | +292.58% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +129.05% | |
| 40 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.42% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | +82.89% | |
| 42 | BAX | Baxter International INC | 股票-医疗保健 | 0.38% | — | +454.50% | |
| 43 | ACBIUSD | Atlantic Capital Bancshares | 股票-其他 | 0.36% | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.35% | — | -7.79% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.35% | — | +97.06% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.34% | — | +152.95% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.34% | — | +106.15% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.33% | — | -11.72% | |
| 49 | HWC | Hancock Whitney CORP | 股票-金融 | 0.33% | — | — | |
| 50 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.32% | — | +8885.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XECEUR | Cimarex Energy Co | +0.9% | +4606.26% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.5% | +149.40% | 加仓 |
| 3 | ABT | Abbott Laboratories | +0.4% | +2477.02% | 加仓 |
| 4 | MRK | Merck & Co. INC. | +0.4% | +206.37% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +198.46% | 加仓 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +386.17% | 加仓 |
| 7 | ✓ | Laboratory CORP Amer Hldgs | +0.3% | +8885.71% | 加仓 |
| 8 | BAX | Baxter International INC | +0.3% | +454.50% | 加仓 |
| 9 | RF | Regions Financial CORP | +0.3% | +292.58% | 加仓 |
| 10 | AEP | American Electric Power Company, Inc. | +0.2% | +97.09% | 加仓 |
| 11 | ✓ | +0.2% | +343.19% | 加仓 | |
| 12 | INTC | Intel CORP | +0.2% | +129.05% | 加仓 |
| 13 | QCOM | Qualcomm INC | +0.2% | +482.74% | 加仓 |
| 14 | WFC | Wells Fargo & Co | +0.2% | +401.55% | 加仓 |
| 15 | SLB | Slb LTD | +0.2% | +615.03% | 加仓 |
| 16 | BMY | Bristol-myers Squibb Co | +0.2% | +769.13% | 加仓 |
| 17 | CVX | Chevron CORP | +0.2% | +60.93% | 加仓 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +352.27% | 加仓 |
| 19 | USB | US Bancorp | +0.2% | +7363.33% | 加仓 |
| 20 | MSFT | Microsoft CORP | +0.2% | +40.36% | 加仓 |
| 21 | SO | Southern Co/the | +0.2% | +93.28% | 加仓 |
| 22 | KO | Coca-cola Co/the | +0.2% | +202.14% | 加仓 |
| 23 | MMM | 3m Co | +0.2% | +152.95% | 加仓 |
| 24 | DUK | Duke Energy CORP | +0.2% | +623.02% | 加仓 |
| 25 | T | At&t INC | +0.2% | +72.38% | 加仓 |
| 26 | KMB | Kimberly-clark CORP | +0.2% | +106.15% | 加仓 |
| 27 | PG | Procter & Gamble Co/the | +0.2% | +82.89% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +25.11% | 加仓 |
| 29 | PEP | Pepsico INC | +0.1% | +97.06% | 加仓 |
| 30 | ABBV | Abbvie INC | +0.1% | +106.53% | 加仓 |
| 31 | BDX | Becton Dickinson And Co | +0.1% | +74.49% | 加仓 |
| 32 | TMK | Torchmark CORP | +0.1% | +38.60% | 加仓 |
| 33 | DIS | Walt Disney Co/the | +0.1% | +32.38% | 加仓 |
| 34 | PFE | Pfizer INC | -0.2% | +12.61% | 加仓 |
| 35 | IYH | Ishares U.s. Healthcare ETF | -0.3% | +2.33% | 加仓 |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.3% | +2.55% | 加仓 |
| 37 | ✓ | Energen CORP | -0.4% | -1.18% | 减仓 |
| 38 | ✓ | Proshares | -0.6% | -23.14% | 减仓 |
| 39 | OEF | Ishares S&p 100 ETF | -0.8% | +9.38% | 加仓 |
| 40 | IWD | Ishares Russell 1000 Value E | -1.4% | +6.94% | 加仓 |
| 41 | IWF | Ishares Russell 1000 Growth | -1.4% | +5.62% | 加仓 |
| 42 | EFA | Ishares Msci Eafe ETF | -12% | -98.60% | 减仓 |
| 43 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建仓 |
| 44 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 45 | ✓ | Google INC Class C | — | EXIT | 清仓 |
| 46 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建仓 |
| 47 | BAM | Brookfield Asset Management Ltd. | — | NEW | 新建仓 |
| 48 | ACBIUSD | Atlantic Capital Bancshares | — | NEW | 新建仓 |
| 49 | SFBS | Servisfirst Bancshares INC | — | NEW | 新建仓 |
| 50 | DLTR | Dollar Tree INC | — | NEW | 新建仓 |