CIK: 0001033324
申报总市值
US$17.2亿
仅显示前 200 大持股（共 266 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 | 13.60% | +0.44% | -0.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.79% | -0.24% | -1.27% | |
| 3 | MRK | Merck & Co. INC. | 股票-医疗保健 | 3.22% | -0.17% | -0.69% | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 3.14% | +0.07% | +0.17% | |
| 5 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.11% | -0.16% | — | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.72% | +0.04% | +0.11% | |
| 7 | MET | Metlife INC | 股票-金融 | 2.64% | +0.13% | -0.23% | |
| 8 | CSCO | Cisco Systems INC | 股票-科技 | 2.57% | +1.06% | +0.25% | |
| 9 | NEE | Nextera Energy INC | 股票-公用事业 | 2.33% | -0.42% | -1.96% | |
| 10 | MO | Altria Group INC | 股票-非周期性消费 | 2.30% | -0.06% | — | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.23% | +0.05% | -1.95% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.20% | -0.48% | +0.31% | |
| 13 | QCOM | Qualcomm INC | 股票-科技 | 2.20% | +0.38% | -1.82% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.18% | — | — | |
| 15 | DIV | Global X Superdividend Use | ETF-其他 | 1.91% | — | — | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.90% | — | — | |
| 17 | DUK | Duke Energy CORP | 股票-公用事业 | 1.89% | -0.29% | -1.66% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +1.12% | -7.54% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.82% | +0.06% | — | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.80% | -0.34% | -0.27% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.79% | -1.48% | — | |
| 22 | IDV | Ishares International Select | ETF-其他 | 1.77% | -0.46% | — | |
| 23 | USB | US Bancorp | 股票-金融 | 1.76% | +0.06% | — | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.63% | -1.50% | EXIT | |
| 25 | AEP | American Electric Power | 股票-公用事业 | 1.60% | -0.15% | — | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.45% | +0.03% | +0.34% | |
| 27 | BLK | Blackrock INC | 股票-金融 | 1.44% | — | — | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 1.44% | -0.33% | — | |
| 29 | SO | Southern Co/the | 股票-公用事业 | 1.38% | — | +0.47% | |
| 30 | TXN | Texas Instruments INC | 股票-科技 | 1.35% | +0.46% | — | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | -0.13% | -0.43% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 1.34% | — | -2.44% | |
| 33 | T | At&t INC | 股票-通信服务 | 1.30% | -0.54% | — | |
| 34 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.29% | — | — | |
| 35 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.28% | — | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.17% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | -0.45% | -2.59% | |
| 38 | AAPL | Apple INC | 股票-科技 | 1.14% | +0.07% | -0.34% | |
| 39 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 1.01% | — | — | |
| 40 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.90% | -0.23% | — | |
| 41 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.83% | — | — | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.75% | — | — | |
| 43 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.75% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.41% | +0.34% | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | — | -12.20% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | -33.59% | |
| 47 | INTU | Intuit INC | 股票-科技 | 0.33% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.22% | — | -19.36% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.21% | +0.07% | -12.25% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | — | -3.89% |