CIK: 0000809443
申报总市值
US$17.5亿
仅显示前 200 大持股（共 449 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 | 2.45% | +1.28% | +0.31% | |
| 2 | INTC | Intel CORP | 股票-科技 | 1.67% | — | +15.84% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 1.61% | — | +66.12% | |
| 4 | HPE | Hewlett-Packard Company | 股票-科技 | 1.59% | — | -3.70% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 1.57% | — | -6.87% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | -2.46% | +23.73% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | +1.10% | +38.23% | |
| 8 | AIG | American International Group | 股票-金融 | 1.21% | — | +10.67% | |
| 9 | PEP | Pepsico INC | 股票-非周期性消费 | 1.19% | — | +9.35% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.15% | — | +24.93% | |
| 11 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.10% | — | +0.27% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | +0.70% | +13.49% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.05% | — | +6.25% | |
| 14 | PFE | Pfizer INC | 股票-医疗保健 | 1.05% | — | +8.34% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.01% | -2.63% | EXIT | |
| 16 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.99% | — | +29.66% | |
| 17 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.97% | — | +250.68% | |
| 18 | GLW | Corning INC | 股票-科技 | 0.96% | — | +17.21% | |
| 19 | WDC | Western Digital CORP | 股票-科技 | 0.92% | — | -37.55% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.89% | -2.31% | — | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +0.48% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | — | +0.33% | |
| 23 | XRX | Xerox Holdings Corporation | 股票-工业 | 0.87% | — | -15.86% | |
| 24 | AZO | Autozone INC | 股票-周期性消费 | 0.86% | — | +0.27% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.85% | — | -7.71% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -1.83% | +0.32% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.82% | — | — | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | -0.63% | -27.80% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.80% | — | -26.32% | |
| 30 | TXN | Texas Instruments INC | 股票-科技 | 0.80% | — | +0.32% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.78% | — | -29.36% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.77% | +1.27% | -19.66% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.73% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.73% | — | +1810.16% | |
| 35 | ✓ | Google INC Class C | 股票-其他 | 0.71% | — | — | |
| 36 | DAL | Delta Air Lines INC | 股票-工业 | 0.70% | — | +5.29% | |
| 37 | AVGO | Broadcom Inc. | 股票-科技 | 0.69% | — | +46.92% | |
| 38 | CELG | Celgene CORP | 股票-其他 | 0.67% | — | -1.36% | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.67% | — | +0.26% | |
| 40 | MU | Micron Technology INC | 股票-科技 | 0.62% | -0.25% | — | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.62% | — | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | +0.27% | |
| 43 | ARMK | Aramark | 股票-工业 | 0.61% | — | +0.32% | |
| 44 | MCK | Mckesson CORP | 股票-医疗保健 | 0.60% | +0.40% | -38.47% | |
| 45 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.57% | — | -16.33% | |
| 46 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.57% | — | -7.21% | |
| 47 | LUV | Southwest Airlines Co | 股票-工业 | 0.56% | — | +31.80% | |
| 48 | ALL | Allstate CORP | 股票-金融 | 0.56% | +0.66% | — | |
| 49 | CDW | Cdw Corp/de | 股票-科技 | 0.54% | — | +0.34% | |
| 50 | EXPE | Expedia Group INC | 股票-周期性消费 | 0.54% | — | +19.44% |