CIK: 0001810099
申报总市值
US$10.5亿
仅显示前 200 大持股（共 452 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 | T | At&t INC | 股票-通信服务 | 6.99% | — | +5.09% | |
| 2 | MO | Altria Group INC | 股票-非周期性消费 | 6.06% | — | -8.36% | |
| 3 | ABBV | Abbvie INC | 股票-医疗保健 | 5.05% | — | +13.64% | |
| 4 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 5.02% | — | +5.65% | |
| 5 | IP | International Paper Co | 股票-周期性消费 | 4.47% | — | +10.44% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.56% | — | +7.60% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.17% | +9.91% | |
| 8 | MRK | Merck & Co. INC. | 股票-医疗保健 | 3.29% | — | +7.91% | |
| 9 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.22% | +0.35% | -14.17% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.21% | — | +4.68% | |
| 11 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 3.18% | — | +2018.50% | |
| 12 | SYY | Sysco CORP | 股票-非周期性消费 | 3.08% | — | -5.99% | |
| 13 | PAYX | Paychex INC | 股票-科技 | 3.00% | — | +287.29% | |
| 14 | PSX | Phillips 66 | 股票-能源 | 2.90% | — | +56.79% | |
| 15 | GM | General Motors Co | 股票-周期性消费 | 2.87% | — | +10.78% | |
| 16 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 2.74% | — | -5.93% | |
| 17 | DRI | Darden Restaurants INC | 股票-周期性消费 | 2.70% | — | -2.58% | |
| 18 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 2.68% | — | +8.32% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 2.58% | — | +20.41% | |
| 20 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 2.19% | — | +4.53% | |
| 21 | PPL | Ppl CORP | 股票-公用事业 | 1.81% | — | -6.99% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 1.42% | -0.28% | +44.63% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.26% | — | +148.23% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事业 | 1.10% | — | +496.75% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.05% | — | +165.52% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.03% | — | +198.68% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | +181.83% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.98% | — | +189.20% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.87% | — | -7.74% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | -0.80% | -6.12% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.66% | — | +194.45% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.65% | — | +193.34% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | -0.33% | -58.34% | |
| 34 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.48% | — | — | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | -8.86% | |
| 36 | SD2 | Sandy Spring Bancorp INC | 股票-其他 | 0.41% | — | +2.89% | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 0.37% | — | +675.52% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.36% | — | +50.22% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.36% | +0.31% | -21.62% | |
| 40 | ✓ | Advisorshares Newfleet Mult-sect INC ETF | ETF-其他 | 0.34% | — | — | |
| 41 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.30% | — | +1.20% | |
| 42 | ED | Consolidated Edison INC | 股票-公用事业 | 0.30% | — | — | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.30% | — | +30.03% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.29% | +0.93% | NEW | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.29% | — | +32.61% | |
| 46 | MKL | Markel Group INC | 股票-金融 | 0.25% | — | -15.67% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.22% | — | -10.43% | |
| 48 | D | Dominion Energy INC | 股票-公用事业 | 0.22% | +0.33% | NEW | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.21% | — | -94.50% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.21% | — | +32.71% |