CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股（共 959 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 | GPN | Global Payments INC | 股票-工业 | 13.82% | -2.20% | -0.68% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.32% | -0.18% | +3.23% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.29% | +0.90% | +3.07% | |
| 4 | KO | Coca-cola Co/the | 股票-非周期性消费 | 5.68% | -1.57% | +0.33% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.77% | -0.24% | -0.06% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.36% | +0.13% | -9.07% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.88% | — | +1.68% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.85% | -0.04% | -5.01% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.62% | — | +2.34% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | +0.42% | +3.31% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.40% | +0.12% | +34.67% | |
| 12 | ✓ | SPDR Gold Shares | 股票-其他 | 1.37% | — | +2.74% | |
| 13 | ✓ | SPDR Portfolio Short Term Trea | 股票-其他 | 1.34% | — | +8.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | +1.14% | -2.78% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.14% | — | -0.93% | |
| 16 | SO | Southern Co/the | 股票-公用事业 | 1.00% | -0.41% | +0.34% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.94% | +0.02% | +0.75% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.93% | — | +2.17% | |
| 19 | ✓ | Ishares Tr US Treas Bd ETF | ETF-其他 | 0.90% | — | -2.14% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | +0.02% | +4.26% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.86% | — | -15.62% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | -2.27% | |
| 23 | AFL | Aflac INC | 股票-金融 | 0.71% | — | -1.33% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | -1.45% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | — | -2.26% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | +0.04% | -3.82% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | +0.30% | -8.89% | |
| 28 | ✓ | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.52% | — | +2.88% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | +0.15% | +0.17% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | — | -0.72% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.46% | — | +0.19% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | +0.11% | +0.72% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.42% | +0.04% | +3.40% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.41% | — | +0.74% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | -0.25% | -1.69% | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.37% | — | +1.97% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | +1.53% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.35% | — | -0.20% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.34% | — | -1.35% | |
| 40 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.34% | — | -1.25% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.34% | +0.08% | +0.12% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | +0.04% | +5.92% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.32% | — | +9.12% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.32% | — | +2.74% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.31% | — | +1.54% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.31% | — | +14.48% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.31% | — | -0.19% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.29% | — | -1.78% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.29% | — | +2.91% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.28% | — | -3.23% |