CIK: 0000007789
申报总市值
US$37.8亿
仅显示前 200 大持股（共 260 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 | ASB | Associated Banc-corp | 股票-金融 | 3.80% | — | +0.53% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.55% | -1.13% | -2.38% | |
| 3 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 3.04% | -0.02% | -5.08% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.89% | -0.20% | -3.49% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.43% | -0.24% | +2.20% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.96% | -0.21% | -0.48% | |
| 7 | PFE | Pfizer INC | 股票-医疗保健 | 1.89% | — | -19.93% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | -0.54% | +1.28% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.63% | — | -4.39% | |
| 10 | SNDR | Schneider National Inc-cl B | 股票-其他 | 1.59% | — | -0.02% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | — | -1.70% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.53% | +0.15% | +0.50% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.53% | -0.06% | -2.46% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.52% | +0.25% | -4.16% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.50% | — | +16.33% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.47% | — | +4.86% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 1.40% | +0.19% | -8.89% | |
| 18 | BFC | Bank First CORP | 股票-其他 | 1.39% | — | — | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.36% | -0.09% | -8.35% | |
| 20 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.32% | -0.14% | -0.37% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.30% | — | -0.88% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | +0.75% | -2.67% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 1.27% | — | -1.04% | |
| 24 | BLKCHF | Blackrock INC | 股票-其他 | 1.21% | — | -5.98% | |
| 25 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.15% | +0.12% | +2.26% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.14% | — | +2.66% | |
| 27 | ADI | Analog Devices INC | 股票-科技 | 0.99% | — | -17.82% | |
| 28 | XEL | Xcel Energy INC | 股票-公用事业 | 0.99% | — | -3.41% | |
| 29 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.96% | -0.11% | -0.46% | |
| 30 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.96% | — | -1.38% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | — | +2.07% | |
| 32 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.90% | — | +92.95% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | — | -0.28% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.87% | +0.19% | +18.88% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.86% | — | -7.08% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.83% | — | +5.22% | |
| 37 | EOG | Eog Resources INC | 股票-能源 | 0.82% | — | +1.36% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.82% | -0.07% | +0.22% | |
| 39 | CAT | Caterpillar INC | 股票-工业 | 0.81% | +0.15% | -0.25% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.19% | -15.79% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.78% | — | -4.92% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.75% | — | -35.37% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.74% | — | -8.03% | |
| 44 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.71% | — | -0.30% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.69% | — | -2.14% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.68% | -0.08% | +2.62% | |
| 47 | WP | Worldpay Inc-class A | 股票-其他 | 0.66% | — | +0.39% | |
| 48 | CI | THE Cigna Group | 股票-医疗保健 | 0.66% | -0.05% | — | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | — | +2.86% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | +3.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | +0.4% | +92.95% | 加仓 |
| 2 | INTC | Intel CORP | +0.4% | +16.33% | 加仓 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.3% | +130.90% | 加仓 |
| 4 | KMB | Kimberly-clark CORP | +0.3% | -5.08% | 减仓 |
| 5 | ✓ | +0.3% | +140.87% | 加仓 | |
| 6 | DHR | Danaher CORP | +0.1% | -2.46% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +2.20% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.1% | -2.38% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.28% | 加仓 |
| 10 | CSCO | Cisco Systems INC | 0% | -0.28% | 减仓 |
| 11 | LRCXEUR | Lam Research CORP | 0% | -1.38% | 减仓 |
| 12 | UNH | Unitedhealth Group INC | 0% | -8.35% | 减仓 |
| 13 | BA | Boeing Co/the | 0% | -1.04% | 减仓 |
| 14 | CVX | Chevron CORP | — | -4.16% | 减仓 |
| 15 | BFC | Bank First CORP | — | — | 不变 |
| 16 | T | At&t INC | 0% | -2.14% | 减仓 |
| 17 | ALL | Allstate CORP | 0% | -0.47% | 减仓 |
| 18 | CAT | Caterpillar INC | 0% | -0.25% | 减仓 |
| 19 | WFC | Wells Fargo & Co | 0% | -8.50% | 减仓 |
| 20 | MMM | 3m Co | 0% | -12.25% | 减仓 |
| 21 | USB | US Bancorp | -0.1% | -8.03% | 减仓 |
| 22 | LOW | Lowe's Cos INC | -0.1% | -0.30% | 减仓 |
| 23 | XLK | Ss Technology Select Sector | -0.1% | -3.91% | 减仓 |
| 24 | UTXZ | United Tech CORP | -0.1% | +0.60% | 加仓 |
| 25 | WP | Worldpay Inc-class A | -0.1% | +0.39% | 加仓 |
| 26 | PSX | Phillips 66 | -0.1% | -1.47% | 减仓 |
| 27 | ETN | Eaton Corporation plc | -0.1% | -4.92% | 减仓 |
| 28 | BLKCHF | Blackrock INC | -0.1% | -5.98% | 减仓 |
| 29 | ADI | Analog Devices INC | -0.1% | -17.82% | 减仓 |
| 30 | DFSEUR | Discover Financial Services | -0.1% | -6.90% | 减仓 |
| 31 | AEP | American Electric Power Company, Inc. | -0.1% | -45.27% | 减仓 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -2.67% | 减仓 |
| 33 | PFE | Pfizer INC | -0.1% | -19.93% | 减仓 |
| 34 | IWF | Ishares Russell 1000 Growth | -0.1% | -35.21% | 减仓 |
| 35 | ✓ | -0.2% | -11.54% | 减仓 | |
| 36 | CELG | Celgene CORP | -0.2% | -14.76% | 减仓 |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | -0.2% | -27.71% | 减仓 |
| 38 | PM | Philip Morris International | -0.2% | -8.89% | 减仓 |
| 39 | EOG | Eog Resources INC | -0.2% | +1.36% | 加仓 |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -15.79% | 减仓 |
| 41 | SNDR | Schneider National Inc-cl B | -0.2% | -0.02% | 减仓 |
| 42 | AMZN | Amazon.com INC | -0.3% | -0.48% | 减仓 |
| 43 | HN9 | Hanesbrands INC | -0.3% | -53.41% | 减仓 |
| 44 | CMA | Comerica INC | -0.3% | -59.55% | 减仓 |
| 45 | ASB | Associated Banc-corp | -0.4% | +0.53% | 加仓 |
| 46 | UNP | Union Pacific CORP | -0.4% | -35.37% | 减仓 |
| 47 | SLB | Slb LTD | -0.5% | -21.44% | 减仓 |
| 48 | AAPL | Apple INC | -0.8% | -3.49% | 减仓 |
| 49 | AXP | American Express Company | — | EXIT | 清仓 |
| 50 | CI | THE Cigna Group | — | NEW | 新建仓 |