CIK: 0001588871
申报总市值
US$21.0亿
仅显示前 200 大持股（共 576 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 | 14.13% | +0.53% | +0.64% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.68% | +0.39% | +5.79% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 9.56% | +0.24% | +6.92% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 6.31% | +0.05% | +1.41% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.82% | -0.38% | -2.72% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.05% | — | +14.31% | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.47% | +0.05% | +0.31% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.52% | +0.21% | -1.92% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.35% | — | +14.78% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | +0.06% | +2.25% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.20% | — | +6.48% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.15% | +0.40% | +0.79% | |
| 13 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.01% | +0.59% | -6.25% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 1.90% | -0.58% | +7.66% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.78% | — | +8.94% | |
| 16 | XLB | Ss Materials Select Sector | ETF-其他 | 1.73% | — | +5.90% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.71% | +0.02% | -3.10% | |
| 18 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.67% | -0.37% | +10.38% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | — | +0.53% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.99% | — | +21514.05% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.54% | — | +55.19% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.52% | +0.02% | -0.18% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.49% | — | -64.76% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.48% | — | — | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.32% | — | +7.20% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.32% | — | -3.71% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | — | +2.77% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.27% | — | -1.24% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.24% | — | +4.89% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | +5.05% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.24% | — | +4.05% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.23% | — | -1.38% | |
| 33 | GL | Globe Life INC | 股票-金融 | 0.21% | +0.03% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.20% | +0.06% | — | |
| 35 | SO | Southern Co/the | 股票-公用事业 | 0.20% | — | -9.79% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | — | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | +0.05% | -2.73% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | — | +1.68% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.19% | — | +2.67% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | +0.02% | +302.42% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.18% | — | -0.89% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.18% | — | +1.19% | |
| 43 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.15% | — | -0.17% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.15% | — | — | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.15% | — | +2.34% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | -0.09% | +2.07% | |
| 47 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.14% | — | — | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.14% | — | -5.25% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.14% | +0.03% | +7.03% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.14% | -0.07% | -0.06% |