CIK: 0000046392
申报总市值
US$3.2亿
仅显示前 200 大持股（共 646 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 | 7.97% | -0.50% | -4.67% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.95% | — | +7.78% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.38% | -0.31% | +4.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.61% | +2.66% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.20% | +0.55% | +0.13% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.12% | — | +5.24% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 2.03% | — | +9.27% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.92% | -0.28% | +3.46% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 1.86% | -0.21% | — | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.86% | +0.15% | +1.05% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.79% | — | +14.84% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.49% | — | +15.00% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.36% | — | +0.90% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.27% | — | +2.90% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.27% | — | +35.13% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.24% | — | +3.82% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.10% | +2.55% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.16% | — | +0.63% | |
| 19 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.10% | +0.06% | -3.23% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.09% | +0.93% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | — | +2.56% | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.81% | — | +3.32% | |
| 23 | FULT | Fulton Financial CORP | 股票-金融 | 0.71% | — | +0.27% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.11% | +5.43% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | +1.50% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.67% | — | +9.07% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | — | +3.88% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | — | +1.63% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | -0.12% | +1.46% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.60% | — | +0.03% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.56% | +0.11% | +0.23% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | -0.17% | +4.88% | |
| 33 | CAT | Caterpillar INC | 股票-工业 | 0.56% | +0.17% | -6.03% | |
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.52% | — | +9.79% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.50% | — | +0.15% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.49% | -0.14% | -4.92% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | +0.11% | +3.30% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.48% | — | +5.01% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | — | +0.57% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.46% | — | +5.32% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | +6.31% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.43% | — | — | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +1.35% | |
| 44 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.43% | — | — | |
| 45 | CMI | Cummins INC | 股票-工业 | 0.43% | — | +2.40% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | -0.29% | +0.33% | |
| 47 | MU | Micron Technology INC | 股票-科技 | 0.41% | +0.10% | -0.18% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.41% | — | +4.63% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.40% | — | +5.95% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.40% | -0.11% | -11.05% |