CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股（共 842 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 | 10.88% | -2.20% | +0.22% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.73% | -0.18% | +0.14% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.54% | +0.90% | +0.30% | |
| 4 | KO | Coca-cola Co/the | 股票-非周期性消费 | 6.65% | -1.57% | +0.30% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.69% | -0.24% | -0.36% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.18% | +0.13% | +1.57% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.05% | -0.04% | -0.24% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.91% | +0.04% | -2.72% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | +0.42% | +2.02% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.41% | — | -0.64% | |
| 11 | SO | Southern Co/the | 股票-公用事业 | 1.40% | -0.41% | -6.29% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | +1.14% | -6.58% | |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.34% | — | -1.77% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.26% | — | +1.23% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.18% | +0.12% | +2.33% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.99% | — | -0.52% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.96% | +0.02% | -1.72% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.95% | — | — | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.91% | — | -8.51% | |
| 20 | AFL | Aflac INC | 股票-金融 | 0.88% | — | -1.34% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | -1.75% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | +1.35% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | +0.02% | +0.74% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.75% | — | +0.98% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | — | -0.65% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.63% | -0.25% | -1.61% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.30% | +1929.62% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | — | +1.33% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | — | +1.48% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.57% | — | -1.35% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.56% | — | -8.13% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | +0.08% | +5.22% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.51% | -0.14% | +7.43% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.15% | +5.28% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | +3.56% | |
| 36 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.48% | — | +0.10% | |
| 37 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.47% | — | +346.27% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | -43.20% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | +0.11% | +0.92% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | +2.73% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.44% | — | -0.29% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | -0.17% | +1.82% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | +1.75% | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.37% | — | +1.26% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.35% | — | +6.64% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.35% | — | +1.80% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.35% | — | -0.86% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.34% | — | +2.51% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.34% | — | -0.41% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.32% | — | +2.77% |