CIK: 0001158274
申报总市值
US$4.3亿
仅显示前 200 大持股（共 533 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 | 4.41% | — | +0.83% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.73% | — | +1.96% | |
| 3 | HD | Home Depot INC | 股票-周期性消费 | 2.26% | — | +2.68% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.19% | — | +5.15% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.09% | — | +3.75% | |
| 6 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.03% | — | +7.17% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.91% | — | +2.70% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | — | -0.26% | |
| 9 | MMM | 3m Co | 股票-工业 | 1.80% | — | +3.17% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.75% | — | -1.92% | |
| 11 | AAPL | Apple Computer | 股票-科技 | 1.75% | — | +6.43% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.71% | — | +3.81% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.71% | — | +4.03% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.69% | — | -3.29% | |
| 15 | UTXZ | United Tech CORP | 股票-其他 | 1.68% | — | +3.44% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.66% | — | +3.96% | |
| 17 | ADP | Automatic Data Processing, Inc. | 股票-科技 | 1.53% | — | +3.76% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 1.51% | — | +4.29% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.49% | — | +0.11% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.42% | — | +4.76% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | — | +3.99% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.39% | — | +7.68% | |
| 23 | PM | Philip Morris International | 股票-非周期性消费 | 1.37% | — | +1.34% | |
| 24 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.36% | — | +3.15% | |
| 25 | PPG | Ppg Industries INC | 股票-原材料 | 1.29% | — | +2.39% | |
| 26 | T | At&t INC | 股票-通信服务 | 1.27% | — | +4.71% | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | 1.20% | — | +5.19% | |
| 28 | ✓ | Susquehanna Bancshares INC Pa | 股票-其他 | 1.20% | — | -16.51% | |
| 29 | INTC | Intel CORP | 股票-科技 | 1.04% | — | +7.13% | |
| 30 | ✓ | 股票-其他 | 1.03% | — | +8.18% | ||
| 31 | D | Dominion Energy INC | 股票-公用事业 | 1.03% | — | +5.83% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 1.02% | — | +4.38% | |
| 33 | APD | Air Products and Chemicals, Inc. | 股票-原材料 | 1.00% | — | +3.87% | |
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.00% | — | +4.79% | |
| 35 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.96% | — | +5.65% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.95% | — | -6.83% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | — | +9.31% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.85% | — | +9.77% | |
| 39 | CAT | Caterpillar INC | 股票-工业 | 0.78% | — | +5.66% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.75% | — | -4.78% | |
| 41 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.74% | — | +4.56% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.74% | — | -6.06% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.69% | — | +9.86% | |
| 44 | GOOG | Alphabet A | 股票-通信服务 | 0.66% | — | +14.00% | |
| 45 | OMC | Omnicom Group | 股票-通信服务 | 0.65% | — | +0.22% | |
| 46 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.62% | — | -1.31% | |
| 47 | UBSI | United Bankshares INC | 股票-金融 | 0.60% | — | +1.16% | |
| 48 | BAX | Baxter International Inc. | 股票-医疗保健 | 0.58% | — | +7.05% | |
| 49 | DOW | Dow Chem Co | 股票-原材料 | 0.58% | — | +6.13% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.56% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Computer | +0.3% | +6.43% | 加仓 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.2% | +5.15% | 加仓 |
| 3 | UTXZ | United Tech CORP | +0.2% | +3.44% | 加仓 |
| 4 | COP | Conocophillips | +0.2% | +4.76% | 加仓 |
| 5 | GILD | Gilead Sciences INC | +0.2% | +5.65% | 加仓 |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +81.38% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1031.00% | 加仓 |
| 8 | BLKCHF | Blackrock INC | +0.1% | +78.89% | 加仓 |
| 9 | PPG | Ppg Industries INC | +0.1% | +2.39% | 加仓 |
| 10 | APD | Air Products and Chemicals, Inc. | +0.1% | +3.87% | 加仓 |
| 11 | EOG | Eog Resources INC | +0.1% | +183.76% | 加仓 |
| 12 | WFC | Wells Fargo & Co | +0.1% | +34.25% | 加仓 |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +99.64% | 加仓 |
| 14 | MMM | 3m Co | +0.1% | +3.17% | 加仓 |
| 15 | TMO | Thermo Fisher Scientific INC | +0.1% | +9.77% | 加仓 |
| 16 | DOW | Dow Chem Co | +0.1% | +6.13% | 加仓 |
| 17 | LOW | Lowe's Cos INC | +0.1% | +42.92% | 加仓 |
| 18 | AMZN | Amazon.com, Inc. | +0.1% | +186.86% | 加仓 |
| 19 | CB | Chubb Limited | +0.1% | +7.68% | 加仓 |
| 20 | ✓ | +0.1% | +8.18% | 加仓 | |
| 21 | D | Dominion Energy INC | +0.1% | +5.83% | 加仓 |
| 22 | ORCL | Oracle CORP | +0.1% | +17.92% | 加仓 |
| 23 | SLB | Slb LTD | +0.1% | +1.05% | 加仓 |
| 24 | GS | Goldman Sachs Group INC | +0.1% | +56.43% | 加仓 |
| 25 | FULT | Fulton Financial CORP | +0.1% | +25.57% | 加仓 |
| 26 | AMGN | Amgen Inc. | +0.1% | +10.51% | 加仓 |
| 27 | KSS | Kohls CORP | +0.1% | +1844.83% | 加仓 |
| 28 | NFG | National Fuel Gas Co | +0.1% | +6.36% | 加仓 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +24.08% | 加仓 |
| 30 | KMI | Kinder Morgan INC | +0.1% | +171.21% | 加仓 |
| 31 | ZBH | Zimmer Biomet Holdings INC | +0.1% | +4.56% | 加仓 |
| 32 | AMLPUSD | Alerian Mlp ETF | +0.1% | +27.51% | 加仓 |
| 33 | META | Meta Platforms Inc-class A | +0.1% | +2.10% | 加仓 |
| 34 | MRK | Merck & Co. INC. | 0% | +14.15% | 加仓 |
| 35 | EEM | Ishares Msci Emerging Market | 0% | +2.70% | 加仓 |
| 36 | GOOG | Alphabet A | 0% | +14.00% | 加仓 |
| 37 | ✓ | 0% | -1.05% | 减仓 | |
| 38 | ADP | Automatic Data Processing, Inc. | 0% | +3.76% | 加仓 |
| 39 | UBSI | United Bankshares INC | 0% | +1.16% | 加仓 |
| 40 | DUK | Du Pont E I De Nemour&Co | 0% | -1.31% | 减仓 |
| 41 | CVX | Chevron CORP | 0% | +3.96% | 加仓 |
| 42 | PFE | Pfizer INC | 0% | +4.29% | 加仓 |
| 43 | CL | Colgate-palmolive Co | 0% | +3.15% | 加仓 |
| 44 | AEP | American Electric Power Company, Inc. | 0% | +7.17% | 加仓 |
| 45 | JNJ | Johnson & Johnson | -0.1% | +1.96% | 加仓 |
| 46 | DUK | Duke Energy CORP | -0.2% | -6.83% | 减仓 |
| 47 | VZ | Verizon Communications INC | -0.2% | +3.81% | 加仓 |
| 48 | PEP | Pepsico INC | -0.2% | -3.29% | 减仓 |
| 49 | XOM | Exxon Mobil CORP | -0.5% | +0.83% | 加仓 |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | 清仓 |