CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2178 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 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.13% | -0.22% | -0.54% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 2.61% | +0.26% | -1.96% | |
| 3 | UBS | UBS Group AG | 股票-金融 | 2.54% | — | +11.06% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.50% | — | +15.06% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.91% | +4.21% | |
| 6 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.58% | — | +1.17% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.52% | +0.11% | -0.30% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | +0.30% | +9.66% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.25% | +0.23% | -1.23% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.53% | -0.26% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.21% | — | +1.00% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | -0.32% | -2.67% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | -0.03% | -5.36% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | — | -3.02% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.02% | -0.07% | +5.03% | |
| 16 | UTXZ | United Tech CORP | 股票-其他 | 0.98% | — | -0.61% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 0.98% | — | -1.37% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | — | +0.76% | |
| 19 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.88% | — | +1.28% | |
| 20 | USB | US Bancorp | 股票-金融 | 0.86% | — | +0.39% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | +0.10% | +0.80% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | +0.04% | +1.42% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -1.32% | -1.82% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 0.80% | — | -0.44% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | — | +0.03% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.79% | — | -4.29% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.78% | — | -17.52% | |
| 28 | GOOG | Alphabet A | 股票-通信服务 | 0.76% | — | +8.90% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.76% | — | -2.86% | |
| 30 | SLB | Slb LTD | 股票-能源 | 0.76% | — | -1.38% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.75% | — | -4.28% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.73% | — | +3.20% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | -0.21% | +0.76% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.71% | — | -3.53% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.66% | — | -9.15% | |
| 36 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.64% | — | -37.72% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | — | +0.65% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.62% | — | +1.94% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.62% | — | +0.11% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.61% | — | -19.35% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | -0.12% | +3.39% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.58% | — | -0.43% | |
| 43 | CELG | Celgene CORP | 股票-其他 | 0.56% | — | +4.44% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | -1.32% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.54% | — | +2.09% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | +8.45% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | +3.92% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.53% | +0.14% | -6.04% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | — | -0.22% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | +0.03% | +1.87% |