CIK: 0001588871
申报总市值
US$18.9亿
仅显示前 200 大持股（共 666 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 | 12.53% | — | +3.78% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 11.00% | -0.97% | +3.52% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 10.32% | +0.17% | +7.98% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.88% | -0.23% | +2.21% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.62% | -0.21% | +1.49% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.82% | -0.31% | +3.34% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | -0.33% | +3.34% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.20% | +0.03% | +8.82% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.19% | -0.17% | +3.17% | |
| 10 | SWKS | Skyworks Solutions INC | 股票-科技 | 2.19% | — | +3.98% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.97% | — | +46.41% | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.88% | — | +0.31% | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.80% | — | +1.18% | |
| 14 | PFE | Pfizer INC | 股票-医疗保健 | 1.78% | — | +3.22% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.71% | — | +1.64% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.57% | -0.18% | +10.92% | |
| 17 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.51% | -0.10% | +2.12% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.29% | — | — | |
| 19 | TMK | Torchmark CORP | 股票-其他 | 1.11% | — | — | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.90% | +0.19% | +2.69% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.30% | +11.75% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | +0.03% | +2.45% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.11% | +0.84% | |
| 24 | SO | Southern Co/the | 股票-公用事业 | 0.51% | +0.03% | +13.78% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.44% | — | -3.31% | |
| 26 | RF | Regions Financial CORP | 股票-金融 | 0.42% | — | — | |
| 27 | T | At&t INC | 股票-通信服务 | 0.41% | — | — | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | — | +2.32% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.08% | +4.45% | |
| 30 | MMM | 3m Co | 股票-工业 | 0.38% | — | -0.51% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.37% | — | +11.06% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | +5.10% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.35% | — | -0.37% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.35% | — | — | |
| 35 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.34% | — | +10.39% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.31% | — | +0.95% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.31% | — | +56.26% | |
| 38 | BAX | Baxter International INC | 股票-医疗保健 | 0.29% | — | — | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | — | -1.81% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.27% | — | -2.11% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | +17.56% | |
| 42 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.26% | — | — | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.25% | — | +25.90% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.24% | — | -1.15% | |
| 45 | EFX | Equifax INC | 股票-工业 | 0.23% | — | +12660.00% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | — | — | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.23% | — | +17.14% | |
| 48 | MO | Altria Group INC | 股票-非周期性消费 | 0.23% | — | +21.23% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.23% | — | +6.11% | |
| 50 | ✓ | Energen CORP | 股票-其他 | 0.22% | — | — |