CIK: 0001033324
申报总市值
US$17.2亿
仅显示前 200 大持股（共 316 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 | AVGO | Broadcom INC | 股票-科技 | 4.02% | +0.44% | -0.14% | |
| 2 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.31% | — | — | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.29% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.24% | -4.07% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.97% | — | — | |
| 6 | CSCO | Cisco Systems INC | 股票-科技 | 2.87% | +1.06% | +1.11% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.78% | — | — | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.74% | — | — | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.65% | -0.17% | -0.28% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.55% | -0.16% | +0.11% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 2.50% | +0.07% | +0.11% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.36% | — | — | |
| 13 | QCOM | Qualcomm INC | 股票-科技 | 2.29% | +0.38% | — | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.13% | -0.48% | +0.15% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 2.12% | -0.33% | +0.25% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事业 | 2.10% | -0.42% | +0.22% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-其他 | 2.09% | -1.50% | EXIT | |
| 18 | IDV | Ishares International Select | ETF-其他 | 2.07% | -0.46% | — | |
| 19 | MET | Metlife INC | 股票-金融 | 2.06% | +0.13% | +0.04% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.89% | +0.05% | -1.05% | |
| 21 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.75% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | +0.04% | +5.74% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.67% | -0.34% | +16.01% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.51% | -1.48% | +0.16% | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.47% | — | — | |
| 26 | T | At&t INC | 股票-通信服务 | 1.43% | -0.54% | +0.12% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.41% | — | — | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 1.38% | +0.46% | +0.10% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 1.36% | — | +0.32% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.32% | — | — | |
| 31 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.29% | — | — | |
| 32 | USB | US Bancorp | 股票-金融 | 1.29% | +0.06% | -0.33% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.27% | — | +0.08% | |
| 34 | AAPL | Apple INC | 股票-科技 | 1.21% | +0.07% | -3.85% | |
| 35 | SO | Southern Co/the | 股票-公用事业 | 1.18% | — | +0.09% | |
| 36 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 1.09% | — | — | |
| 37 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 1.08% | — | — | |
| 38 | AEP | American Electric Power | 股票-公用事业 | 1.05% | -0.15% | +0.09% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.03% | -0.25% | |
| 40 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.04% | — | +0.11% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.98% | — | — | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.96% | -0.29% | +0.13% | |
| 43 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.92% | — | — | |
| 44 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.89% | — | — | |
| 45 | PPL | Ppl CORP | 股票-公用事业 | 0.87% | — | +8.26% | |
| 46 | DOW | Dow INC | 股票-原材料 | 0.85% | — | +0.06% | |
| 47 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.80% | — | — | |
| 48 | MO | Altria Group INC | 股票-非周期性消费 | 0.73% | -0.06% | +0.16% | |
| 49 | BLKCHF | Blackrock INC | 股票-其他 | 0.64% | — | -14.06% | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.60% | — | — |