CIK: 0001033324
申报总市值
US$17.2亿
仅显示前 200 大持股（共 312 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 | 3.90% | +0.44% | -0.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.82% | -0.24% | +30.27% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.19% | — | — | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.15% | — | — | |
| 5 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.14% | — | — | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 3.06% | +0.07% | -0.46% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.85% | — | — | |
| 8 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.83% | -0.17% | -2.69% | |
| 9 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.74% | -0.16% | — | |
| 10 | CSCO | Cisco Systems INC | 股票-科技 | 2.58% | +1.06% | -0.13% | |
| 11 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.56% | — | — | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.52% | — | — | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 2.41% | -0.34% | +43.91% | |
| 14 | MET | Metlife INC | 股票-金融 | 2.39% | +0.13% | +0.49% | |
| 15 | NEE | Nextera Energy INC | 股票-公用事业 | 2.29% | -0.42% | +17.52% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 2.24% | -0.33% | +17.52% | |
| 17 | IDV | Ishares International Select | ETF-其他 | 2.16% | -0.46% | — | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.15% | -1.48% | — | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.01% | -0.48% | -0.38% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.99% | -1.50% | EXIT | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 1.96% | +0.38% | -0.19% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.82% | +0.05% | -3.77% | |
| 23 | MO | Altria Group INC | 股票-非周期性消费 | 1.81% | -0.06% | +120.80% | |
| 24 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.64% | — | — | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.52% | — | — | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.51% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | +0.04% | -8.34% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事业 | 1.38% | -0.29% | +32.41% | |
| 29 | TXN | Texas Instruments INC | 股票-科技 | 1.37% | +0.46% | — | |
| 30 | SO | Southern Co/the | 股票-公用事业 | 1.28% | — | — | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.27% | — | — | |
| 32 | USB | US Bancorp | 股票-金融 | 1.26% | +0.06% | — | |
| 33 | AEP | American Electric Power | 股票-公用事业 | 1.21% | -0.15% | — | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.15% | — | — | |
| 35 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.12% | — | — | |
| 36 | AAPL | Apple INC | 股票-科技 | 1.12% | +0.07% | -8.33% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.03% | — | |
| 38 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 1.03% | — | — | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | — | -0.36% | |
| 40 | DHS | Wisdomtree US High Dividend | ETF-其他 | 1.00% | — | — | |
| 41 | DOW | Dow INC | 股票-原材料 | 0.98% | — | — | |
| 42 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.95% | — | — | |
| 43 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 0.94% | — | — | |
| 44 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.94% | — | — | |
| 45 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.88% | — | — | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.84% | — | — | |
| 47 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.77% | — | — | |
| 48 | T | At&t INC | 股票-通信服务 | 0.76% | -0.54% | -45.73% | |
| 49 | BLKCHF | Blackrock INC | 股票-其他 | 0.54% | — | -0.32% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.50% | — | +247.96% |