CIK: 0001050743
申报总市值
US$78.2亿
仅显示前 200 大持股（共 323 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 | XOM | Exxon Mobil CORP | 股票-能源 | 3.60% | +0.47% | -0.89% | |
| 2 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.52% | — | -0.61% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.48% | — | -0.26% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.22% | +0.19% | +1.35% | |
| 5 | PEP | Pepsico INC | 股票-非周期性消费 | 2.15% | — | -0.10% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.18% | +4.80% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.79% | — | +0.13% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.77% | -0.09% | -0.52% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.74% | — | -0.82% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.36% | +3.30% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.68% | +0.23% | +5.86% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.63% | — | +0.16% | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.59% | +0.12% | +0.34% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.44% | -0.07% | -5.12% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 1.39% | — | -5.25% | |
| 16 | BLKCHF | Blackrock INC | 股票-其他 | 1.38% | — | +2.05% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 1.36% | — | +1.10% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.29% | — | +1.34% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.27% | — | +2.58% | |
| 20 | UTXZ | United Tech CORP | 股票-其他 | 1.27% | — | +1.74% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.21% | — | -0.26% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.19% | -0.08% | +6.15% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.18% | — | +1.35% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.59% | +1.65% | |
| 25 | SLB | Slb LTD | 股票-能源 | 1.14% | — | +1.19% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.06% | — | +0.70% | |
| 27 | PGC | Peapack Gladstone Finl CORP | 股票-其他 | 1.06% | — | +0.50% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | +0.14% | -0.22% | |
| 29 | T | At&t INC | 股票-通信服务 | 1.01% | — | +1.87% | |
| 30 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.97% | — | -4.87% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.96% | -0.11% | -0.91% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.32% | +24.02% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.94% | -0.11% | +0.88% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.93% | — | -0.08% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.93% | — | -1.03% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.91% | — | +0.21% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.91% | -0.10% | +11.95% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.86% | — | +1.34% | |
| 39 | WM | Waste Management INC | 股票-工业 | 0.82% | — | +0.99% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.81% | — | -0.22% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.81% | — | +3.55% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.79% | — | +2.70% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.78% | — | -0.07% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.78% | — | -0.28% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.77% | — | +26.93% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.75% | — | +1.05% | |
| 47 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.73% | -0.05% | -0.41% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | +0.02% | |
| 49 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.72% | — | +0.84% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.72% | — | -2.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | +3.30% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +24.02% | 加仓 |
| 3 | QCOM | Qualcomm INC | +0.2% | +0.88% | 加仓 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | -0.26% | 减仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +4.80% | 加仓 |
| 6 | PGC | Peapack Gladstone Finl CORP | +0.2% | +0.50% | 加仓 |
| 7 | INTC | Intel CORP | +0.1% | +1.35% | 加仓 |
| 8 | SCHW | Schwab (charles) CORP | +0.1% | -0.22% | 减仓 |
| 9 | BA | Boeing Co/the | +0.1% | +27.89% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.1% | +1.65% | 加仓 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +11.95% | 加仓 |
| 12 | MRK | Merck & Co. INC. | +0.1% | +0.34% | 加仓 |
| 13 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +14.65% | 加仓 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.15% | 加仓 |
| 15 | PTC | Ptc INC | +0.1% | -0.82% | 减仓 |
| 16 | MET | Metlife INC | +0.1% | +20.90% | 加仓 |
| 17 | BLKCHF | Blackrock INC | +0.1% | +2.05% | 加仓 |
| 18 | IP | International Paper Co | +0.1% | +0.56% | 加仓 |
| 19 | PYPL | Paypal Holdings INC | +0.1% | +0.67% | 加仓 |
| 20 | AMGN | Amgen INC | +0.1% | +1.05% | 加仓 |
| 21 | GD | General Dynamics CORP | +0.1% | -0.03% | 减仓 |
| 22 | CSCO | Cisco Systems INC | +0.1% | +1.16% | 加仓 |
| 23 | AMZN | Amazon.com INC | +0.1% | +1.18% | 加仓 |
| 24 | MS | Morgan Stanley | +0.1% | +0.25% | 加仓 |
| 25 | FDX | Fedex CORP | +0.1% | +1.90% | 加仓 |
| 26 | VB | Vanguard Small-cap ETF | 0% | +0.16% | 加仓 |
| 27 | VGK | Vanguard Ftse Europe ETF | 0% | +2.58% | 加仓 |
| 28 | UNP | Union Pacific CORP | 0% | -5.25% | 减仓 |
| 29 | BBTUSD | Bb&t CORP | 0% | +4.62% | 加仓 |
| 30 | PG | Procter & Gamble Co/the | 0% | -0.26% | 减仓 |
| 31 | VO | Vanguard Mid-cap ETF | 0% | +0.70% | 加仓 |
| 32 | CVX | Chevron CORP | 0% | +5.86% | 加仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.52% | 减仓 |
| 34 | MDY | State Street Spdr S&p Midcap | 0% | -0.82% | 减仓 |
| 35 | PEP | Pepsico INC | 0% | -0.10% | 减仓 |
| 36 | GIS | General Mills INC | -0.1% | +1.56% | 加仓 |
| 37 | BMY | Bristol-myers Squibb Co | -0.1% | +26.93% | 加仓 |
| 38 | VZ | Verizon Communications INC | -0.1% | +1.34% | 加仓 |
| 39 | MCD | Mcdonald's CORP | -0.1% | -1.03% | 减仓 |
| 40 | ADP | Automatic Data Processing | -0.1% | -0.91% | 减仓 |
| 41 | LOW | Lowe's Cos INC | -0.1% | -0.41% | 减仓 |
| 42 | AXP | American Express Company | -0.1% | -35.98% | 减仓 |
| 43 | DHR | Danaher CORP | -0.1% | -4.15% | 减仓 |
| 44 | CVS | Cvs Health CORP | -0.1% | +1.34% | 加仓 |
| 45 | IBB | Ishares Biotechnology ETF | -0.1% | -22.86% | 减仓 |
| 46 | DIS | Walt Disney Co/the | -0.2% | -5.12% | 减仓 |
| 47 | AEP | American Electric Power Company, Inc. | -0.3% | -0.61% | 减仓 |
| 48 | XOM | Exxon Mobil CORP | -0.4% | -0.89% | 减仓 |
| 49 | ✓ | — | EXIT | 清仓 | |
| 50 | FTV | Fortive CORP | — | NEW | 新建仓 |