CIK: 0001288917
申报总市值
US$6.4亿
仅显示前 200 大持股（共 209 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.20% | — | +7.48% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.18% | — | +126.05% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.68% | — | +2.07% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.80% | -0.38% | +5.88% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.59% | +0.03% | +1.56% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.46% | +0.16% | +2.36% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.44% | — | +2.12% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.43% | +0.08% | +2.54% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.36% | +0.24% | +3.83% | |
| 10 | XLF | Ss Financial Select Sector | ETF-其他 | 2.21% | -0.05% | +4.59% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.07% | — | +469.91% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.93% | — | +6.24% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.93% | +0.10% | +3.01% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.80% | — | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.63% | — | +6.43% | |
| 16 | T | At&t INC | 股票-通信服务 | 1.62% | +0.22% | +7.87% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 1.56% | +0.21% | +1.42% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.54% | — | +1.81% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.49% | — | -0.26% | |
| 20 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 1.46% | — | -1.37% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.42% | — | +5.38% | |
| 22 | MKL | Markel Group INC | 股票-金融 | 1.41% | — | +1.83% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.37% | — | +1.93% | |
| 24 | SO | Southern Co/the | 股票-公用事业 | 1.32% | — | +0.33% | |
| 25 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.24% | — | +0.21% | |
| 26 | PAYX | Paychex INC | 股票-科技 | 1.21% | -0.26% | +1.91% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事业 | 1.21% | — | +0.14% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.19% | +0.04% | +6.97% | |
| 29 | MO | Altria Group INC | 股票-非周期性消费 | 1.18% | -0.53% | +0.09% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.18% | — | +1.90% | |
| 31 | F | Ford Motor Co | 股票-周期性消费 | 1.17% | — | +6.50% | |
| 32 | VTR | Ventas INC | 股票-房地产 | 1.17% | -0.25% | +22.79% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.15% | -1.59% | EXIT | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 1.15% | — | +2.31% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 1.14% | -0.80% | +2.59% | |
| 36 | BCE | Bce INC | 股票-通信服务 | 1.10% | — | +11.11% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 1.06% | — | +1.25% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | -7.64% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.87% | — | -29.63% | |
| 40 | MIC2EUR | Macquarie Infrastructure Hol | 股票-其他 | 0.83% | — | +27.69% | |
| 41 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.81% | — | +1.52% | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.75% | +0.17% | -15.36% | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.74% | — | +17.10% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | +8.67% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.73% | +0.65% | +3.65% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.65% | — | -4.20% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.63% | — | -8.10% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | — | +44.33% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | -1.75% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | — | -1.11% |