CIK: 0001588871
申报总市值
US$21.0亿
仅显示前 200 大持股（共 560 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 | 15.22% | +0.53% | -1.19% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.43% | +0.39% | +0.76% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.69% | +0.05% | -0.45% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.90% | +0.02% | +263.81% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.88% | +0.24% | +100.22% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.79% | +0.05% | -1.48% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.67% | -0.38% | +5.20% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 3.63% | +0.59% | +4.79% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.40% | +0.21% | -1.80% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.65% | +0.06% | +2.36% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.49% | +0.40% | -1.33% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.38% | — | +117.39% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.93% | — | +0.26% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | — | +7.71% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.37% | — | +11270.95% | |
| 16 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.26% | — | -27.24% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.23% | -0.37% | -0.40% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.12% | — | +4.01% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 0.76% | — | -7.45% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | +0.02% | +0.32% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | — | +4.63% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | — | +7.44% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.49% | — | +6.21% | |
| 24 | GL | Globe Life INC | 股票-金融 | 0.43% | +0.03% | -0.20% | |
| 25 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | — | +37.18% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.41% | — | +4.59% | |
| 27 | SO | Southern Co/the | 股票-公用事业 | 0.38% | — | +12.05% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.37% | — | +5.12% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | — | +19.36% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.34% | — | -4.34% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.32% | — | +50.55% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | +9.73% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.30% | — | +13.05% | |
| 34 | GPN | Global Payments INC | 股票-工业 | 0.29% | — | -2.44% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.09% | +14.48% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | +0.05% | +5.77% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.27% | — | -3.10% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | +40.06% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.25% | — | +8.51% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.25% | +0.03% | +19.38% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.25% | — | +7.59% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.25% | -0.07% | +8.05% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.24% | — | -1.42% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.24% | — | +12.13% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.23% | — | -6.87% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | +0.06% | +41.42% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.20% | — | +8.97% | |
| 48 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.20% | — | — | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.19% | — | +10.16% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.19% | — | +10.59% |