CIK: 0001281761
申报总市值
US$154.0亿
仅显示前 200 大持股（共 835 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.30% | — | -1.93% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.17% | +0.24% | +0.85% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.91% | -0.29% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.86% | +0.16% | +0.89% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.70% | -0.09% | -0.82% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.32% | +2.41% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.68% | -0.15% | +320.48% | |
| 8 | GL | Globe Life INC | 股票-金融 | 1.65% | — | -0.65% | |
| 9 | NEE | Nextera Energy INC | 股票-公用事业 | 1.39% | +0.12% | +289.26% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.33% | -0.13% | +4.45% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.32% | +0.18% | -0.50% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.26% | -0.06% | +1.57% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | +0.18% | -1.09% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.25% | — | -0.57% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.24% | — | -1.58% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.21% | — | -1.05% | |
| 17 | SNA | Snap-on INC | 股票-工业 | 1.21% | +0.10% | -0.10% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.21% | +0.17% | +0.06% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 1.17% | -0.17% | +1.33% | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 1.12% | — | -0.43% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.12% | — | -5.42% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | +0.13% | +0.63% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 1.11% | — | +0.99% | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 1.07% | -0.08% | -0.68% | |
| 25 | HON | Honeywell International INC | 股票-工业 | 1.02% | — | +0.31% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.98% | — | +1.28% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.57% | -2.27% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.28% | +0.42% | |
| 29 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.91% | — | -0.73% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.90% | +0.86% | -2.40% | |
| 31 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 0.89% | — | +0.02% | |
| 32 | WM | Waste Management INC | 股票-工业 | 0.87% | — | +1.71% | |
| 33 | D | Dominion Energy INC | 股票-公用事业 | 0.82% | — | +2.29% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.77% | +0.12% | -0.01% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.76% | — | -4.04% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | -1.12% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.74% | — | +0.44% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.74% | — | -0.41% | |
| 39 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.73% | -0.10% | -1.30% | |
| 40 | VMC | Vulcan Materials Co | 股票-原材料 | 0.72% | — | +1.08% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | — | +0.69% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.68% | — | +0.30% | |
| 43 | RY | Royal Bank Of Canada | 股票-金融 | 0.68% | — | -0.01% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.53% | -7.53% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | -0.11% | -0.98% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.63% | — | -1.14% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | +1.83% | |
| 48 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.63% | — | +7.74% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | -2.83% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | -0.12% |