CIK: 0001588871
申报总市值
US$18.9亿
仅显示前 200 大持股（共 660 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.50% | — | +8.00% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 10.88% | -0.97% | +3.13% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 10.25% | +0.17% | +4.93% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.99% | -0.23% | +4.43% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.34% | -0.21% | +24.74% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.81% | -0.31% | +9.92% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.50% | -0.33% | +3.41% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.15% | +0.03% | +7.29% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.10% | -0.17% | +2.27% | |
| 10 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.09% | — | +1.17% | |
| 11 | SWKS | Skyworks Solutions INC | 股票-科技 | 2.04% | — | +2.97% | |
| 12 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 2.00% | — | -1.51% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.82% | — | +3.19% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.80% | — | +2.17% | |
| 15 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.53% | -0.10% | +4.82% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.47% | -0.18% | -2.17% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.39% | — | — | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.38% | — | +7.49% | |
| 19 | TMK | Torchmark CORP | 股票-其他 | 1.17% | — | -0.02% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.88% | +0.19% | +2.60% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.03% | +0.20% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.30% | +0.56% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.11% | +2.01% | |
| 24 | SO | Southern Co/the | 股票-公用事业 | 0.48% | +0.03% | +0.67% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +6.65% | |
| 26 | RF | Regions Financial CORP | 股票-金融 | 0.46% | — | -11.32% | |
| 27 | T | At&t INC | 股票-通信服务 | 0.44% | — | +2.90% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | +3.34% | |
| 29 | MMM | 3m Co | 股票-工业 | 0.42% | — | +4.59% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.08% | -21.50% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.37% | — | +2.23% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.37% | — | +1.76% | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.36% | — | -0.22% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.35% | — | +0.74% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | — | +0.81% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.32% | — | +5.21% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.32% | — | +1.48% | |
| 38 | BAX | Baxter International INC | 股票-医疗保健 | 0.30% | — | -0.55% | |
| 39 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.27% | — | -33.18% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.27% | — | +1.33% | |
| 41 | PRA | Proassurance CORP | 股票-其他 | 0.27% | — | -0.96% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | — | -0.71% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.25% | — | +19.13% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | -32.46% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.24% | — | +2.88% | |
| 46 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.23% | — | — | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.23% | — | -0.76% | |
| 48 | ✓ | Energen CORP | 股票-其他 | 0.23% | — | — | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.22% | — | +0.45% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.22% | -0.07% | — |