CIK: 0001588871
申报总市值
US$21.0亿
仅显示前 200 大持股（共 602 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 | 12.55% | +0.53% | -2.86% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.01% | — | -4.26% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.16% | +0.39% | -2.65% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 6.83% | +0.05% | -3.82% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.09% | +0.05% | -2.78% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.07% | -0.38% | -0.32% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | +0.21% | -2.33% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.93% | +0.24% | -1.85% | |
| 9 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.59% | +0.59% | -3.00% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.40% | +0.06% | -2.03% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.15% | +0.40% | -4.17% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.93% | — | +15.96% | |
| 13 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.85% | — | +6450.51% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.74% | -0.55% | +0.53% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.61% | — | -2.69% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.48% | +0.02% | +1.43% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.35% | — | -0.24% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.09% | — | -0.14% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | — | -1.31% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 1.00% | — | -13.89% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.83% | -0.37% | -3.56% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 0.72% | — | +0.26% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | +0.02% | +2.58% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | — | -1.17% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | — | +2.28% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.09% | -0.32% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | — | -0.10% | |
| 28 | TMK | Torchmark CORP | 股票-其他 | 0.45% | — | — | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.44% | — | +0.58% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.38% | — | -1.72% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.36% | — | -5.74% | |
| 32 | MMM | 3m Co | 股票-工业 | 0.36% | — | +4.93% | |
| 33 | RF | Regions Financial CORP | 股票-金融 | 0.35% | — | -15.69% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.07% | -5.63% | |
| 35 | SO | Southern Co/the | 股票-公用事业 | 0.33% | — | -1.78% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | +0.05% | -2.09% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.28% | — | +0.07% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | — | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.27% | — | — | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.26% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | -10.55% | |
| 42 | FANG | Diamondback Energy INC | 股票-能源 | 0.24% | — | — | |
| 43 | BAX | Baxter International INC | 股票-医疗保健 | 0.23% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.22% | — | +3.25% | |
| 45 | TSS | Total System Services INC | 股票-其他 | 0.22% | — | -3.57% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.22% | — | +1.09% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.21% | — | -0.98% | |
| 48 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.20% | — | — | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.20% | — | -1.06% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.20% | — | +0.48% |