CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股(共 585 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 | TSS | Total System Services INC | 股票-其他 | 17.01% | — | -0.33% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 8.01% | -1.57% | +1.06% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.89% | -0.18% | +3.69% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.14% | +0.90% | +3.76% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 5.24% | -0.24% | -0.10% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.52% | +0.11% | +3.35% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.83% | — | +0.84% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.50% | — | +1.27% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.44% | — | -0.39% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.37% | +0.02% | +6.16% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.25% | — | +6.08% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.24% | — | -1.85% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.16% | — | +3.93% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.13% | -0.04% | -3.82% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | +1.14% | -3.83% | |
| 16 | AFL | Aflac INC | 股票-金融 | 1.03% | — | +8.02% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.97% | — | +53.78% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.90% | — | +4.40% | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 0.87% | -0.41% | +7.17% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.84% | — | +5.00% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.74% | — | +1.68% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | +0.42% | -1.72% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | +2.98% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.69% | — | +2.25% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | -4.11% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.58% | +0.11% | -0.27% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | -0.01% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.15% | -0.39% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.52% | — | -1.75% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | — | +2.03% | |
| 31 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.50% | — | +5.07% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.48% | — | +3.18% | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.46% | — | -0.70% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | +6.34% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | +0.30% | -7.92% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.44% | — | -2.61% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.44% | — | +2.02% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.44% | — | +2.31% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.43% | — | -5.85% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.42% | — | +0.56% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.41% | — | -1.01% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.41% | +0.04% | +5.49% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.41% | — | -3.57% | |
| 44 | GIS | General Mills INC | 股票-非周期性消费 | 0.41% | — | +35.70% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | +6.65% | |
| 46 | ✓ | Guggenheim BulletShares 2021 C | 股票-其他 | 0.34% | — | +3.91% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.33% | — | +0.42% | |
| 48 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.32% | — | -8.01% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.32% | — | -8.97% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | -0.25% | +0.79% |