CIK: 0001588871
申报总市值
US$21.0亿
仅显示前 200 大持股（共 584 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 | 13.79% | +0.53% | +9.29% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.72% | +0.39% | +13.73% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 8.90% | +0.24% | +19.12% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 7.84% | -0.38% | +0.10% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-其他 | 6.37% | +0.05% | +6.03% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.38% | +0.05% | +2.31% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.28% | — | +37.40% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.25% | +0.21% | +4.05% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | +0.06% | +4.94% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.70% | +0.59% | -1.67% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.13% | +0.40% | +5.14% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.06% | — | +12.50% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | +0.02% | -58.99% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 1.75% | -0.58% | +1146.98% | |
| 15 | XLB | Ss Materials Select Sector | ETF-其他 | 1.75% | — | +15.83% | |
| 16 | QCOM | Qualcomm INC | 股票-科技 | 1.70% | — | +1323.79% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.48% | -0.37% | +12.96% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.45% | — | +10.96% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.37% | — | +24722.08% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | — | +0.25% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | +0.02% | -0.71% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | — | — | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | — | -3.68% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | — | +4.91% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | — | -9.78% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.30% | — | -1.11% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | — | +1.24% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.29% | — | -10.44% | |
| 29 | NEE | Nextera Energy INC | 股票-公用事业 | 0.26% | — | +2.31% | |
| 30 | GL | Globe Life INC | 股票-金融 | 0.26% | +0.03% | -3.13% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.26% | — | +4.77% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.25% | — | +3.86% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.23% | — | +5.49% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.23% | +0.05% | -9.08% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.21% | — | +5.93% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | +13.06% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.21% | — | -0.11% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.20% | — | -0.36% | |
| 39 | GPN | Global Payments INC | 股票-工业 | 0.20% | — | — | |
| 40 | T | At&t INC | 股票-通信服务 | 0.19% | — | +1.80% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.18% | — | +2.44% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.18% | +0.06% | +0.38% | |
| 43 | RF | Regions Financial CORP | 股票-金融 | 0.18% | — | +27.53% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.18% | — | +15.46% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | -0.09% | +5.15% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.16% | — | -0.27% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.16% | -0.07% | +9.14% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.15% | — | +0.74% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.14% | +0.03% | +1.80% | |
| 50 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.14% | — | -17.21% |