CIK: 0001588871
申報總市值
US$18.9億
僅顯示前 200 大持股（共 572 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 16.42% | +0.17% | +0.87% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 14.17% | -0.97% | +0.65% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 10.22% | +0.03% | +1.04% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 6.51% | -0.23% | +0.36% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.07% | -0.21% | -0.08% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.77% | +0.16% | +0.86% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.25% | -0.31% | +1896.90% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.47% | -0.33% | +1.06% | |
| 9 | WMT | Walmart INC | 股票-非循環性消費 | 2.39% | +0.27% | +0.56% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.30% | -0.10% | +0.04% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.24% | — | -0.09% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.12% | -0.17% | +0.16% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.09% | — | -0.24% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.83% | +1.50% | NEW | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.83% | — | +0.21% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.70% | — | — | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.52% | — | +0.49% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.44% | -0.18% | +0.01% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.25% | — | +1.17% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | -0.30% | -0.02% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.06% | +0.19% | +0.76% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | — | — | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | — | +0.14% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.40% | — | +1.26% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | +0.03% | +0.30% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.37% | — | -0.05% | |
| 27 | SO | Southern Co/the | 股票-公用事業 | 0.34% | +0.03% | +10.51% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.27% | — | +0.62% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.26% | — | -1.90% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | +0.69% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.08% | +0.65% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.24% | — | -0.11% | |
| 33 | GL | Globe Life INC | 股票-金融 | 0.24% | — | -0.94% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.11% | -0.03% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | — | +1.78% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | — | +0.16% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.19% | -0.07% | — | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.19% | — | -0.08% | |
| 39 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.18% | — | — | |
| 40 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.18% | — | +0.78% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | +1900.00% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.17% | — | — | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.16% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.16% | — | -0.17% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.16% | — | +9.90% | |
| 46 | GPN | Global Payments INC | 股票-工業 | 0.15% | — | -0.58% | |
| 47 | RF | Regions Financial CORP | 股票-金融 | 0.14% | — | +1.62% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.14% | — | -0.64% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.14% | — | +0.56% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.13% | — | +0.41% |