CIK: 0000791490
申报总市值
US$10.2亿
仅显示前 67 大持股（共 267 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.07% | — | +8.40% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.07% | — | -2.87% | |
| 3 | FOCPX | Fidelity Otc Portfolio | 股票-其他 | 0.07% | — | +8.42% | |
| 4 | SNY | Sanofi-adr | 股票-医疗保健 | 0.06% | — | — | |
| 5 | HP | Helmerich & Payne | 股票-能源 | 0.06% | — | — | |
| 6 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.06% | — | — | |
| 7 | EGP | Eastgroup Properties INC | 股票-房地产 | 0.06% | — | -15.88% | |
| 8 | PJGZX | Pgim Jennison Focus Val-z | 股票-其他 | 0.06% | — | — | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.06% | +0.08% | +26.55% | |
| 10 | VNO | Vornado Realty Trust | 股票-房地产 | 0.06% | — | — | |
| 11 | DVN | Devon Energy CORP | 股票-能源 | 0.06% | — | — | |
| 12 | AIG | American International Group | 股票-金融 | 0.06% | — | +1.08% | |
| 13 | PGR | Progressive CORP | 股票-金融 | 0.06% | -0.04% | -5.51% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.06% | — | -11.80% | |
| 15 | ITHIX | Hartford Capital Apprec-i | 股票-其他 | 0.06% | — | — | |
| 16 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.06% | — | — | |
| 17 | ✓ | Deutsche Bank | 股票-其他 | 0.06% | — | — | |
| 18 | VWNEX | Vanguard Windsor Fund-adm | 股票-其他 | 0.05% | — | — | |
| 19 | ✓ | 股票-其他 | 0.05% | — | — | ||
| 20 | TWCGX | Amer Cent Grwth-inv | 股票-其他 | 0.05% | — | — | |
| 21 | ✓ | Fidelity Sparan Extended Mkt I | 股票-其他 | 0.05% | — | — | |
| 22 | FSCRX | Fidelity Sm Cap Discover | 股票-其他 | 0.05% | — | — | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 0.05% | — | — | |
| 24 | ✓ | GSK plc | 股票-其他 | 0.05% | — | -21.55% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.05% | — | — | |
| 26 | ✓ | Fidelity Global Balanced Fd | 股票-其他 | 0.05% | — | — | |
| 27 | ✓ | Hancock Horizon Diversified In | 股票-其他 | 0.05% | — | — | |
| 28 | PBI | Pitney Bowes INC | 股票-其他 | 0.05% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.05% | -0.05% | +7.12% | |
| 30 | FPACX | Fpa Crescent Fund-inst | 股票-其他 | 0.05% | — | — | |
| 31 | TXN | Texas Instruments INC | 股票-科技 | 0.05% | — | — | |
| 32 | NOK | Nokia Corp-spon Adr | 股票-科技 | 0.04% | — | -8.38% | |
| 33 | IYF | Ishares US Financials ETF | ETF-其他 | 0.04% | — | -1.44% | |
| 34 | FLPSX | Fidelity Low-price Stk-rtl | 股票-其他 | 0.04% | — | +4.78% | |
| 35 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.04% | — | -30.95% | |
| 36 | PXGBX | Praxair INC | 股票-其他 | 0.04% | — | — | |
| 37 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.04% | — | — | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.04% | — | — | |
| 39 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.04% | — | -14.08% | |
| 40 | ✓ | Neuberger Berman Large Cap Dis | 股票-其他 | 0.04% | — | — | |
| 41 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.04% | — | -3.08% | |
| 42 | ✓ | Actavis INC Com | 股票-其他 | 0.04% | — | — | |
| 43 | BSFIX | Baron Small Cap Fund-inst | 股票-其他 | 0.04% | — | — | |
| 44 | ULCC | Frontier Group Holdings, Inc. | 股票-其他 | 0.04% | — | — | |
| 45 | ✓ | Sequenom INC | 股票-其他 | 0.04% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.04% | — | — | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.04% | — | -3.24% | |
| 48 | ✓ | Exelon Corporation | 股票-其他 | 0.04% | — | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.04% | — | — | |
| 50 | JETIX | Abrdn Fcd Emrg Mk Ex-ch-isui | 股票-其他 | 0.04% | — | — |