CIK: 0001033324
申报总市值
US$17.2亿
仅显示前 200 大持股（共 261 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 | 16.02% | +0.44% | -0.10% | |
| 2 | ABBV | Abbvie INC | 股票-医疗保健 | 3.49% | +0.07% | -0.14% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.05% | +0.04% | +0.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.24% | -41.67% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +1.12% | -0.96% | |
| 6 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.83% | -0.16% | -0.23% | |
| 7 | IDV | Ishares International Select | ETF-其他 | 2.78% | -0.46% | — | |
| 8 | CSCO | Cisco Systems INC | 股票-科技 | 2.54% | +1.06% | — | |
| 9 | MO | Altria Group INC | 股票-非周期性消费 | 2.50% | -0.06% | — | |
| 10 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.32% | -0.17% | -2.55% | |
| 11 | MET | Metlife INC | 股票-金融 | 2.27% | +0.13% | -0.13% | |
| 12 | NEE | Nextera Energy INC | 股票-公用事业 | 2.10% | -0.42% | — | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.06% | — | — | |
| 14 | DIV | Global X Superdividend Use | ETF-其他 | 2.05% | — | — | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 2.04% | +0.38% | -0.21% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 2.01% | +0.06% | -0.16% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.00% | — | — | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.98% | -0.48% | — | |
| 19 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 1.89% | — | — | |
| 20 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.87% | — | +68.37% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事业 | 1.86% | -0.29% | — | |
| 22 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.86% | — | +68.77% | |
| 23 | AEP | American Electric Power | 股票-公用事业 | 1.68% | -0.15% | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.64% | -1.48% | +0.31% | |
| 25 | USB | US Bancorp | 股票-金融 | 1.52% | +0.06% | -0.16% | |
| 26 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.50% | — | +103.06% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.48% | -0.13% | -0.25% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.46% | +0.49% | — | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.46% | -1.50% | EXIT | |
| 30 | T | At&t INC | 股票-通信服务 | 1.38% | -0.54% | -0.36% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 1.35% | — | +0.06% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.03% | -0.62% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 1.19% | — | -0.29% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 1.17% | -0.33% | -0.31% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 1.13% | +0.46% | — | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 1.12% | -0.34% | -1.05% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.45% | -0.39% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.01% | — | — | |
| 39 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.92% | -0.23% | -0.19% | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.87% | +0.07% | -4.65% | |
| 41 | WMB | Williams Cos INC | 股票-能源 | 0.86% | — | -0.27% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.66% | — | — | |
| 43 | C | Citigroup INC | 股票-金融 | 0.65% | +0.12% | — | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.61% | — | — | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | +0.05% | -74.27% | |
| 46 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.43% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | +0.34% | -23.44% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | — | -3.16% | |
| 49 | INTU | Intuit INC | 股票-科技 | 0.30% | — | — | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.29% | — | -5.19% |