CIK: 0001277303
申报总市值
US$29.3亿
仅显示前 200 大持股（共 364 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 | AAPL | Apple INC | 股票-科技 | 4.78% | -0.33% | +9.23% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.78% | -0.09% | +1.33% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.68% | +2.08% | |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 2.56% | — | +12.65% | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.28% | -0.14% | -0.28% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.06% | -0.24% | +5.38% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.98% | -0.21% | -6.27% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | -0.36% | +2012.44% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.70% | -0.02% | +7.88% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.70% | -0.06% | +3.61% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.65% | +0.17% | +3.55% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.62% | — | +7.13% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.55% | +0.33% | +2.35% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.15% | +0.99% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.53% | — | -2.33% | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.25% | — | +1.68% | |
| 17 | NEE | Nextera Energy INC | 股票-公用事业 | 1.24% | +0.11% | +3.27% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.19% | +0.35% | +7.26% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.15% | -0.24% | +21.49% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.06% | — | +4.79% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.02% | — | +0.74% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.98% | — | -0.12% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.97% | — | -12.94% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.94% | +0.12% | +3.53% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.94% | — | +4.59% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | — | -5.70% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | — | +1.06% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.40% | +55.37% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | — | -3.81% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.86% | — | +4.82% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.86% | — | +0.08% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.81% | +0.12% | -4.70% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.80% | — | +111.69% | |
| 34 | SYY | Sysco CORP | 股票-非周期性消费 | 0.80% | — | +1.32% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.80% | — | +0.30% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | -0.18% | +3.04% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | — | +39.10% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | -0.09% | +0.52% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.12% | -0.02% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.12% | +2.84% | |
| 41 | WM | Waste Management INC | 股票-工业 | 0.73% | — | +3.50% | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.72% | +0.16% | +1.76% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工业 | 0.72% | — | -5.60% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.70% | — | +8.47% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.70% | -0.10% | +200.51% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.69% | — | +36.55% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.66% | — | -10.97% | |
| 48 | FNB | Fnb CORP | 股票-金融 | 0.66% | — | +0.17% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | +2.96% | |
| 50 | D | Dominion Energy INC | 股票-公用事业 | 0.61% | — | +3.49% |