CIK: 0000757657
申报总市值
US$79.9亿
仅显示前 200 大持股（共 802 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 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 7.13% | -0.23% | +4.59% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.22% | -0.07% | +16.66% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.71% | -0.10% | +7.61% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.61% | — | +15.74% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.27% | -0.10% | +18.43% | |
| 6 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 2.69% | — | +0.46% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.52% | — | +7.10% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.25% | — | +18.46% | |
| 9 | T | At&t INC | 股票-通信服务 | 0.93% | — | +9.92% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.89% | — | +52.08% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | — | +9.73% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | — | -1.29% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.71% | — | +17.21% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.71% | — | +7.40% | |
| 15 | ET | Energy Transfer LP | 股票-能源 | 0.68% | — | +104.18% | |
| 16 | COP | Conocophillips | 股票-能源 | 0.68% | — | +18.18% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.67% | — | +58.44% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | -0.17% | -3.60% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | — | +22.59% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.59% | -0.24% | +19.70% | |
| 21 | MO | Altria Group INC | 股票-非周期性消费 | 0.56% | — | +11.90% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | -0.31% | -7.94% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | — | +5.36% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | +42.56% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | — | +456.82% | |
| 26 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.46% | — | +3.92% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.44% | — | +3.82% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.13% | +3.26% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.42% | — | +48.14% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | -0.41% | +13.23% | |
| 31 | ✓ | Basic Energy Services INC | 股票-其他 | 0.42% | — | +50.49% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | -0.11% | +1.55% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.39% | +0.12% | +2.78% | |
| 34 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.39% | — | +106.58% | |
| 35 | DBAUSD | Invesco Db Agriculture Fund | ETF-其他 | 0.39% | — | -3.11% | |
| 36 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.39% | — | +9.49% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.38% | — | +4.02% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.38% | — | +469.61% | |
| 39 | KHC | The Kraft Heinz Company | 股票-非周期性消费 | 0.38% | — | +24.28% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | +0.40% | +13.05% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.37% | — | +2.66% | |
| 42 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.37% | — | +2.00% | |
| 43 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.36% | — | +2.32% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.20% | +25.84% | |
| 45 | DFRG | Del Frisco's Restaurant Grou | 股票-其他 | 0.36% | — | +65.46% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | +15.50% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | — | +28.01% | |
| 48 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.33% | — | +6.86% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.33% | — | +7.50% | |
| 50 | ✓ | 股票-其他 | 0.32% | — | +3.59% |