CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股（共 838 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 | 10.65% | -2.20% | +8.39% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.90% | -0.18% | +0.70% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.48% | +0.90% | -1.86% | |
| 4 | KO | Coca-cola Co/the | 股票-非周期性消费 | 7.14% | -1.57% | +7.30% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.48% | -0.24% | +8.66% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.12% | +0.13% | +1.89% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.05% | +0.04% | -4.74% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.04% | +3.55% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | +0.42% | +3.21% | |
| 10 | SO | Southern Co/the | 股票-公用事业 | 1.50% | -0.41% | +3.79% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.48% | +1.14% | +11.74% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.38% | — | -0.51% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.34% | — | — | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.34% | — | -13.61% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.24% | +0.12% | -2.27% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.00% | — | -1.86% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.99% | — | -1.29% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.97% | +0.02% | +7.93% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.97% | — | -1.25% | |
| 20 | AFL | Aflac INC | 股票-金融 | 0.84% | — | +3.32% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | — | +12.55% | |
| 22 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.75% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | — | +90.10% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | — | +0.31% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | +0.02% | +1964.15% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +0.30% | +2.15% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.64% | — | +5.85% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | +4.36% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | -0.25% | +2.71% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.59% | — | — | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.58% | — | -1.87% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.54% | +0.08% | +84.61% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | +0.15% | +5.86% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.48% | -0.14% | +5.60% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | +0.11% | +20.28% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +5.79% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.44% | — | +0.08% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | +5.02% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | +3.52% | |
| 40 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.41% | — | +40.87% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.39% | -0.17% | +0.56% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | — | -0.72% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.36% | — | +3.85% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.35% | — | +5.74% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.35% | — | +5.40% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.34% | — | +0.92% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.33% | — | +3.69% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | +1.11% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.32% | — | -1.61% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.31% | — | -2.81% |