CIK: 0001588871
申报总市值
US$21.0亿
仅显示前 200 大持股（共 592 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 | 14.12% | +0.53% | +1.80% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.56% | +0.39% | +4.75% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 9.35% | +0.24% | +4.67% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 6.26% | +0.05% | +1.52% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.19% | -0.38% | +22.62% | |
| 6 | AAPL | Apple INC | 股票-科技 | 5.00% | +0.05% | +1.28% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.83% | — | +6.83% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.38% | +0.21% | +0.43% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 3.03% | +0.77% | — | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | +0.06% | +2.94% | |
| 11 | QCOM | Qualcomm INC | 股票-科技 | 2.31% | — | +3.93% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.29% | — | +3.62% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.25% | +0.40% | +2.28% | |
| 14 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.97% | +0.59% | +2.14% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.83% | -0.58% | +5.32% | |
| 16 | XLB | Ss Materials Select Sector | ETF-其他 | 1.82% | — | +4.10% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | +0.02% | -4.72% | |
| 18 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.59% | -0.37% | +3.48% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | — | +3.61% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.02% | — | +8.77% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.58% | — | +22.48% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | +0.02% | +3.71% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.47% | — | -2.25% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.41% | — | — | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.39% | — | +20.55% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | -3.62% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | — | -0.49% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | — | +4.70% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.27% | — | -3.60% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.26% | — | -0.14% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.26% | +0.02% | +9.80% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.25% | — | +4.13% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | +0.06% | +11.98% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.20% | — | +8.99% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.20% | +0.05% | +0.35% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | +4.95% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.19% | — | — | |
| 38 | GL | Globe Life INC | 股票-金融 | 0.18% | +0.03% | -4.25% | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 0.18% | — | -4.75% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.18% | — | -0.11% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.17% | +0.03% | +11.05% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | -0.09% | +20.02% | |
| 43 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.16% | — | — | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.16% | — | -2.68% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.15% | -0.07% | +6.03% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.15% | — | +9.89% | |
| 47 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.15% | — | — | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.15% | — | -2.98% | |
| 49 | GPN | Global Payments INC | 股票-工业 | 0.15% | — | +51.24% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.14% | — | +6.84% |